Description of Issue

What is the process for Deleting Account Groups in ACFR?

Context

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

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