Printing Reports for a Group

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Printing Reports for a Group

On all of the Financial Statement options screens, there is an option to specify a group and the range of group levels you want a separate Financial Statement printed for on the Financial Groups tab for the report. The system will start with the highest-level group that is a member of the group specified and work its way down to the lowest level specified.  Within each level, the system will print the first group, then any lower level group that qualifies, etc. until it gets to level 0 and prints statements for each Sub-Account that is a member of the group.  After working its way to the lowest level specified and printing statements for all groups/Sub-Accounts at that level, the system will continue with the next group on the previous higher level.  Within each level, the system will print the groups in alphanumeric sequence (space is the lowest, followed by some special characters, 0 through 9, then A through Z).  

 

Group-Print

 

 

Limit Sub-Accounts in group based on dollar comparison- See Group Utilities