ACFR - Adding Account Groups

What is the process for adding Account Groups in ACFR?

• ACFR (Annual Consolidated Financial Report)
• Configuration & Setup
• Account Groups

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

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

1. Select Account Groups from Agencies & Entities menu
2. Use drop down arrow for Report options
3. Select needed option, example Function Object
4. Select vertical ellipse ...
5. Properties
   • Screen will adjust and next to selected option a plus symbol will display
6. Add + option
7. Enter Name
8. Enter Description
   • The Description field is optional place to make a note of how a site will use it 
9. 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

• https://tylercommunity.tylertech.com/tyler/acfr_statement_builder/b/annual-comprehensive-financial-report-statement-builder-cloud/posts/acfr---account-groups
• ACFR - Not all reports available in Account Groups
• ACFR - Delete Account Groups