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How do I amend an Account Set?

  • Select Accounts 
  • Select Your Accounts 
  • Select Account Sets.
  • Select the required set from the list
  • Select Amend Set (When viewed on a mobile device, ‘More options’ will need to be selected first)
  • Amend the accounts you want in the set, the set name or reporting currency
  • Select Save

The amended set is now available

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