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Q:

What's an Account Set?

A:

An Account Set is a group of accounts, grouped together for reporting purposes. You might, for example, want to view the overall balance of your Euro accounts or all accounts in a certain sector of your business. By creating Account Sets, you can easily view the overall position of any group of accounts that fit your criteria.

Account sets can have a maximum of 999 accounts.

For further guidance please see our Bankline support guides.

Within the guides select 'Account information' and then 'Manage account preferences and services' from the 'More Bankline support guides' section. 

 

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