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Group reports

A group report contains only the specific clients assigned that group number. For example, when accessing a group work in process report, only the work in process for the client group selected is displayed and printed.

Any reports that grouped and displayed client activity by group still do so. That includes, client, group, and work in process reports, invoices, invoice journals and invoice analysis reports.

Reports displaying group activity information include:

Report	Added features when processing by group
Trial balance	Can print in client group order with subtotaling for each group. Advance payments can be displayed for the group. The group receipt appears now on the normal trial balance reports
Integrated work in process and AR	Group records displayed
Credit Notes	Under format have Client and Credit Note # Under order for client have; group, manager, name, number, partner and year end orders For group have to include group clients in the print
Statements	Under format add group statements - detail, memo, summary Rename current statements to say Client statements
Payment History	Group payment history - all clients for the group.

When processing by client group is not in use, reports display results in group order or show individual client activity of the clients in the group, but no group-level activity appears.

When group processing is in use, all of the above results are displayed along with the results of any activity happening at the group level.

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