/
ACFR - Delete Account Groups
ACFR - Delete Account Groups
Description of Issue
What is the process for Deleting Account Groups in ACFR?
Context
- ACFR (Annual Consolidated Financial Report)
- Configuration & Setup
- Account Groups
Cause
Need to remove unneeded Account Groups
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 needed category and highlight the name
- Select 3 dot vertical ellipses (more) button at the top
- Properties
- The properties pane will open, to add a group on a report where there are selections, make sure your cursor is in the correction section
- Delete button on lower right hand side of screen
Additional Information
- https://tylercommunity.tylertech.com/tyler/acfr_statement_builder/b/annual-comprehensive-financial-report-statement-builder-cloud/posts/acfr---account-groups
- The delete button will only be visible for account groups that users are able to remove
- The button will automatically disappear once users have assigned accounts to the group
- Accounts assigned to the account group would need to be reassigned before users could delete the group
- ACFR - Adding Account Groups
, multiple selections available,
Related content
ACFR - Adding Account Groups
ACFR - Adding Account Groups
More like this
ACFR - Error updating Account Groups
ACFR - Error updating Account Groups
More like this
ACFR- Update Account Group in Account Maintenance
ACFR- Update Account Group in Account Maintenance
More like this
ACFR Accounts Not Displaying in Account Groups - Fund flagged as Non-Reporting in Fund Maintenance
ACFR Accounts Not Displaying in Account Groups - Fund flagged as Non-Reporting in Fund Maintenance
More like this
ACRFR-Error updating Account Groups. The following errors need to be addressed prior to save. Account group name is empty
ACRFR-Error updating Account Groups. The following errors need to be addressed prior to save. Account group name is empty
More like this
ACFR Statement Builder - How to edit the properties of an Account group
ACFR Statement Builder - How to edit the properties of an Account group
More like this