37.15. Grouping Transactions by Aggregate Group

Grouping transactions together by aggregate group on California state reports.

1. Navigate to "Tools" > "Tag Management".

2. In the "New Tag" section, enter the desired name for the aggregation group in the "Tag Name" field. If desired, enter a memo in the "Description" field.

3. Set the "Type" dropdown to "CA Aggregate". (If "CA Aggregate" is not available in the dropdown menu, follow step 3a).

    3a. Select "New Type" enter "CA Aggregate" as the new type, CA Aggregate must be entered accurately in order to function properly. Ensure that "Active" Selected. Select "Save".

4. Click "Save".

5. For each member of the aggregation group, open the member's record. In the "Tags" section, check the box for the tag you just created, then save the record. This record is now a member of the aggregation group.