Manual Bundling

Updated on 04 Apr 2023
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Introduction

There are other guidelines for bundle settings, bundling accounts on load and jobs to bundle accounts available from ACE Help. The purpose of this document is to provide an overview of the steps to manually bundle one account to another account.

Step one

Open the new or additional account to be added to the bundle and copy the Agency # from the account to be added to the bundle.

Step two

Open an account in the bundle. Then open the primary bundle member account* by left clicking the account in the bundle list with the checkmark next to it.

Single account added to Single Account

If a single account will be added to another single account, they will each start as their own primary bundle account. The original account or existing bundle will define the primary bundle member once the new/additional account as been added.

Step three

Add the new account by selecting New

Paste the Agency # and Save

Verify the Account is Added to the Bundle

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Remove multiple accounts from Bundles

Table of contents

Introduction