Setup Questions Groups Tab Simplified Setup

Questions for Groups Tab—Simplified Setup

Questions in this section are intended to help you make decisions about your setup. The questions follow the pattern detailed in the field list that is associated with the task. A field list follows the questions should you need additional information to answer a question.

Instructions

Print this topic—one set of questions for each bank account you want to set up. Right-click this topic to display a pop-up menu, and then click Print.
Confirm that you have read the setup details on the topic.
Answer each of the questions on the setup questions pages.
Enter a response or circle your answer. The If statement tells you what you should do on the tab in the system, based on your answer.
Use your answers as a guide to setting up company and vendor groups.

Questions for Groups Tab

Company Groups

In what company groups do I want this company to be included as a member?

Refer to Groups for more information.

Company groups are part of Common Setup. Leave this question unanswered until you plan your company groups. At that time, you can return to this questionnaire and complete the blanks.

List the company groups:

________________________________________________

Vendor Groups

What vendor groups include vendors that I want this company to use?

Refer to Groups Concepts and Processes for more information.

Vendor groups are part of Common Setup. Leave this question unanswered until you plan your vendor groups. At that time, you can return to this questionnaire and complete the blanks.

List the vendor groups:

________________________________________________

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Companies Overview

Introduction - Simplified Setup

Setup Steps