Create an Account Group
How to create an Account Group.
- Login to Modern Treasury
- Navigate to the Settings > Accounts Groups page
- Click New Account Group
- Enter an Account Group Name and Description (optional), and select the desired Currency
- Click Create to finish making the Account Group
- Under Add Accounts to Group, click the +Add button next to each Account you'd like to include in the Account Group
- Click Save to update the Account Group
Updated 7 months ago