How do I create an Account Set?

  • Select Accounts 
  • Select Your Accounts 
  • Select Account Sets.
  • Select New set. (When viewed on a mobile device, ‘More options’ will need to be selected first)
  • Enter a Set name and select a reporting currency from the drop-down list.
  • Choose the accounts you want to put in the set by clicking in the box to the left of the account name or the very top box to select all accounts
  • Select Save

The set is now available