How to add GL Groups to Display Account Balance Form

How to add GL Groups to Microix Display Account Balance Form. This is a global setting and will affect all users.

1. Create GL groups in MIP Fund Accounting by navigating to Reports>Assign Report Groups


2. Assign the newly or existing report group set name in Microix Global Setting


3. Re-login to the application for changes to take effect. When using the Display Account Balance form, Microix will utilize MIP’s report group


4. Summary and charting will also utilize the report group