2019 has come to a close, so it's time for your books to do the same!

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Use the Define Lists window to create the grade levels (Kindergarten, 1, 2, etc.) you will assign to students.

The grades you set up here are available in a drop-down list when assigning grade levels to individual students in the Customer window, or when using the Mass Assign Assistant to edit multiple customer records.

You can delete grades that you do not want to use or change the order in which the grades appear in AR lists.

 To define grade levels
  1. Under Advanced Tools, click the Define Lists tab.
  2. Select Accounts Receivable from the drop-down list and click Go .
  3. Expand Accounts Receivable.
  4. Click Grades, then Add.
  5. Enter a Grade Description such as "Kindergarten" or "5."
  6. Select Active to make the grade active.
  7. To continue adding grade levels, select Add Another.
  8. Click OK, then Close.
 To delete grade levels
  1. Under Advanced Tools, click the Define Lists tab.
  2. Select Accounts Receivable from the drop-down list and click Go .
  3. Expand Accounts Receivable.
  4. Click Grades, then select the grade you want to delete.
  5. Click Delete, and confirm the action. If students are assigned to the grade, you are notified.
  6. Click Close.
 To reorder grade levels
  1. Under Advanced Tools, click the Define Lists tab.
  2. Select Accounts Receivable from the drop-down list and click Go .
  3. Expand Accounts Receivable.
  4. Click Grades, then Define List Order.
  5. To display inactive grade levels in the list, select Show Inactive.
  6. Click the grade you want to move up or down in the list, and use the red arrows to change its position.
  7. Click Ok.
 To print a list of grade levels
  1. Under Advanced Tools, click the Define Lists tab.
  2. Select Accounts Receivable from the drop-down list and click Go .
  3. Expand Accounts Receivable.
  4. Click Grades, then Print.
  5. To include a list of the individuals assigned to each grade, click Include Detail?
  6. To include inactive grade levels, click Include Inactive Lists?
  7. Click Preview to view the report on screen, or Print to send the report to your printer.