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Tali - Manage Groups of Accounts
Tali - Manage Groups of Accounts

Groups of Accounts in Tali

Dan Wakenshaw avatar
Written by Dan Wakenshaw
Updated over 4 years ago

Groups assist you in selecting accounts quickly when you want to assign transactions to the accounts in the group, or include the accounts in the group in reports.

Groups are easily managed from the Group Actions section of the Manage Accounts screen.

Note: Accounts can be assigned to more than one group, so you can design the groups that will make your workday easier.

Create group

Add a new group by clicking Create Group. The Manage Groups screen appears.

  1. Enter a Name for the group.

  2. Select a Group Type from the list of available group types.

  3. Click Add Group. Once you have done this you will be able to select it from the Select Group drop-down list.

Select group

  • Select a group you have already created from the drop-down list of groups available.

Add to group

  1. Select the accounts in the List of Accounts that you want to add to a group.

  2. Select the group you want to add the accounts to from the Select Group drop-down list.

  3. Click Add to Group.

Remove from group

  1. Select the accounts in the List of Accounts that you want to remove from the group.

  2. Select the group from the Select Group drop-down list.

  3. Click Remove from Group.

Delete group

Note: You can only delete groups which don’t have any names assigned.

  1. Select the group you want to delete from the Select Group drop-down list.

  2. Click Delete Group.

  3. At the prompt to confirm that you really want to delete the group, click Delete.

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