Skilled Nursing Facilities

Contents

Copying and Creating a Summary Account Group

Copying is an easy way to create a new account group from an existing account group. For example, you can create a report to review only Nursing Expenses or to review Summary instead of detailed information.

  3. In the GL Account Groups Setup page, locate the account group that you want to create copy and click copy next to the description.

  4. At the prompt, click OK. A copy of the account group with all the subgroup information is now listed as (Copy#1) plus the description of the original account group.

  5. Click edit next to the new account group copy and enter the Group Name for the new account group, change the Report Description if needed and click Save.

  6. To create a summary account group for reporting purposes, click edit for the subgroups that you don't want to show detailed information and clear Show Detail? and click Save. This is generally done for the lowest level of a subgroup for a Summary account group.

  7. To create a smaller version of an account group, delete any subgroups by clicking del next to the subgroup.

  • To edit account information, click edit next to the account/subgroup description.

  • To delete the group, click del next to the account/subgroup description. You can only delete an account group that is not attached to a custom report.