I want to create an account group

  • Create account groups so that you can view balance and transaction data for related accounts quickly and easily. Once you’ve created an account group, you can use it to filter information reporting reports and the Bank Account Summary screen.

    To create an account group:

    1. On your Payment Management page, select Manage payments > Bank account summary to display the Bank Account Summary screen.
      Bank Account Summary
    2. Click Account Groups to display the Account Groups screen.
       
    3. Click Add to create a new account group. 
    4. Enter a name for your account group up to 35 characters long.
    5. Click Add Accounts to display the Add Accounts screen.
      Add Accounts screen
    6. Tick the box next to each account you want to add to the group.
    7. Click Use Selected Item.
    8. Click Save to save your new account group.

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