Moving allocated accounts ranges

Accessing account groups for the practice or for a selected client.

In the Account Group Details section, select the folder of the account range you want to move.

On the bottom right of the window, select Display account ranges from the drop-down.

Edit the account code in the Starting Code or Ending Code fields.

Select the account ranges you want to move and drag and drop them into the desired folder.

Click OK to save the changes.