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?
Best answer by ashtonwilliams96
Hi
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,
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