Custom-Defined Account Groups provide the flexibility to tailor the organization of your accounts to your unique business requirements. In this guide we will cover:
To Create Account Groups
- Login to Modern Treasury
- Navigate to the Accounts Groups page
- Click New Account Group
- Fill out the Group Name and Description then click Create to make the Account Group
- Click Add by each Account you'd like in the Account Group
- Click Save to update the Account Group
To Manage Existing Account Groups
- Login to Modern Treasury
- Navigate to the Accounts Groups page
- Click the Account Group you'd like to edit
- Click Actions to either Edit or Delete the respective Account Group
Frequently Asked Questions
What can I do with Account Groups once they are set up?
Once created, Account Groups can be used in the widgets on the Accounts Overview page.
Can one Internal Account be included in multiple Account Groups?
Account Groups currently allow a user to put an individual account into multiple groups. For example, users can create two separate Account Groups that each include an individual account.
- “Operating” Account Group with account1, account2, account 3
- “Investment” Account Group with account1, account7, account8
Can I create Account Groups via Modern Treasury's API?
No, Account Groups are not currently supported through the API.