If you are trading as a service entity, and are not generating Documents, you do not have to set up the Document Reporting Groups.

This option allows you to set up to two Reporting Groups for your Documents. Document Groups allows you to group or categorise the Documents (Invoices, Credit Notes, Quotes, Purchases, Supplier Returns and Orders) on which you would like to report.

You will be able to select any of the Document Reporting Groups 1 or 2, if you have set it up on the following menu options:

• Input - Documents (All document screens - Invoices, Credit Notes, Quotes, Purchases, Supplier Returns and Orders)
• Reports - Document Listing
• Reports - Sales Analysis - Sales by Group

To Set Reporting Groups for Documents:

1. Click on the Setup→System Parameters→Groups menu option.
   - Keyboard Access: Press the Alt+S+S+G keys on your keyboard.
   The Reporting Groups screen is displayed:
   
   
2. Click on the Document Groups tab. The screen will change to reflect the Document Group1.
3. If you wish to rename the Reporting Group Name - Document Group1, double-click on the Document Group1 field and type in your new description.
4. To add a new Document Group to the root directory or list, select the root directory or item on the list and click on the New button.
5. Click on the OK button to save your changes and close or exit this screen, unless you wish to add or edit Document Reporting Group2, or any of the other Reporting Groups.