Context-menu - Set reporting group 1 / 2
You may change the Document group 1 and / or 2 for a selected document or documents. These Groups can be changed for posted as well as unposted documents.
To change the Reporting group 1 or Reporting group 2 for documents:
1.On Input → Documents (Documents list screen), select the Document type, if the correct document type is not selected.
2.Select the Document(s), right-click on the Set reporting group 1 or Set reporting group 2 context-menu and select "Empty" or the available document group from the sub-menu.
If you need to select multiple documents, press the Ctrl key and click on each document for which you wish to change the reporting groups.
3. The Document group 1 or 2 will change on documents and the reports.