---
title: "Create a Bundle Group"
slug: "example-bundle-group"
updated: 2023-04-04T15:30:04Z
published: 2023-04-04T15:30:04Z
canonical: "docs.interprose.com/example-bundle-group"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.interprose.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Example Bundle Group

1. **Setup- Accounts-Bundle Groups**
2. New
3. Label=Service Date by Client
4. Identifier=SERVICE_DATE_BY_CLIENT
5. Group by Fields=Client code & Last service date
6. Logic=none

a. Additional logic can be placed here to further refine the bundle group or to exclude certain accounts. You can also use logic to exclude accounts.

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/example%20bundle%20group.gif?sv=2026-02-06&spr=https&st=2026-10-31T15%3A34%3A04Z&se=2026-10-31T16%3A34%3A04Z&sr=c&sp=r&sig=fu3szsoqznQSSzIcW7FBg3xn2nGgWlqg3g7mM6GKQv4%3D)

See [Bundle Groups](/v1/docs/bundle-groups) for more information.