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Should I use a "Branch" or "Sub-accounts" for new Division?


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We are a general contractor with two office locations.  Each location has its own “Branch” in Acumatica.  This works great.

 

We are about to start a new “Division” in one of our locations.  I’ll need the ability to create financials for the new division.  Should this be a third “Branch” or should I start using sub accounts?

 

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Best answer by ashtonwilliams96 3 March 2022, 23:22

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@ashtonwilliams96 I see you didn’t get any responses to this question...have you decided which technique to use?  I have a similar requirement, I’m wondering about the criteria that influenced your decision.

Userlevel 7
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Hi @ashtonwilliams96 

If one would be creating sales document from the new ‘Division’ and be able to direct related transactions to reflect on Financial statement, it would be better to set it as branch instead of using a sub account. If you use subaccount segment, there is no option to specify default subaccount selection when one creates a document for the new division. 

Hope this helps. 

Regards,

@ashtonwilliams96 same, curious what you did. 

Userlevel 2

@Brian Rowerdink we elected to use “Branches” for our account locations, and “Sub Accounts” for service lines. This way, we can add a new branch if we expand operations to a new geographic area, and continue using the same sub accounts for our service lines.

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