Description of Issue

What is the process for adding Account Groups in ACFR?

Context

Cause

Accounts were imported without CAFR Fund Types, unassigned or assigned initially to the wrong account group

Resolution

After migration all of your groups and the accounts tied to them will be visible. If you need to add any new groups follow these steps

Select Account Groups from Agencies & Entities menu
Use drop down arrow for Report options
Select needed option, example Function Object
Select vertical ellipse ...
Properties
- Screen will adjust and next to selected option a plus symbol will display
Add + option
Enter Name
Enter Description
- The Description field is optional place to make a note of how a site will use it
Save
- On Save, if any accounts are in a group they are not allowed to be in, you will receive an error and those offending accounts will return to the previous group

Additional Information

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