Ungrouping Transactions

Ungrouping Transactions

Purpose

Returns Grouped Transactions to an Ungrouped state. This may be required if the transactions are to be displayed on an account statement or summary.   Alternatively, transactions may have been grouped incorrectly.

Access    

  1. From within an Account Details dialog | 

Process

Identifying Grouped Transactions

Grouped transactions are assigned a unique grouping number so it is easy to identify which grouping a transaction belongs to.  In the example below, this number is 84660.

To identify the all the transactions that a particular transaction has been grouped with:

Highlight the transaction.

Using the scroll bar at the bottom of the grid scroll along until you can see the column headed TrnGrpNo.  Click on this column heading to order the transactions by the group number.

You may need to scroll up or down to locate the highlighted transaction.  It will be surrounded by the other transactions in its group.


Ungrouping Transactions

Highlight all the transactions in the selected group and click 

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