Copying an Account Grouping

1. From any IntelliDealer screen, click on the Configuration tab.
   The Configuration Quick Links screen will appear.

   
   

   Configuration Quick Links screen

2. From the General Ledger list, click the G/L Accounts link and select Account Groupings from the drop down list.

   
   

   Configuration Quick Links screen

3. The Account Groupings screen will appear.

   
   

   Account Groupings screen

4. On the Account Groupings screen, fill out the appropriate fields and click the Go >> link.
   The Account Groupings screen will refresh listing the generated search results.

   
   

   Account Groupings screen

5. Click on the Grouping.
   The Change Account Grouping screen will appear.

   
   

   Change Account Grouping screen

6. On the Change Account Grouping screen, click on the Copy button.
   The Change Account Grouping screen will refresh allowing you to add additional information to the copied account group before creating the new copy.

   
   

   Change Account Groupings screen

7. Once you have fill out all the desired fields click on the Save button to create the new account group.