Skip to main content
Solved

Consolidated Customer Statement (Parent & Child Accounts)

  • June 25, 2025
  • 1 reply
  • 105 views
S
Varsity I
Forum|alt.badge.img

Hi good day can you help me i want to show detailed transactions and balances. Can be run per customer or consolidated by parent. 

Best answer by lauraj46

Hi ​@saintsin ,

The system will generate a consolidated statement if that option is selected on the Billing tab of the child account.  With this option selected, you won’t be able to generate a separate statement for the child account.  

Another report to consider is the AR Aging report which can be run by customer with a Detailed format.  On this report you can also select whether or not to group by parent account.

Hope this helps!

Laura

1 reply

lauraj46
Captain II
Forum|alt.badge.img+9
  • lauraj46
  • Captain II
  • Answer
  • June 30, 2025

Hi ​@saintsin ,

The system will generate a consolidated statement if that option is selected on the Billing tab of the child account.  With this option selected, you won’t be able to generate a separate statement for the child account.  

Another report to consider is the AR Aging report which can be run by customer with a Detailed format.  On this report you can also select whether or not to group by parent account.

Hope this helps!

Laura

Laura - https://www.linkedin.com/in/laura-jaffe-965a411a/ ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
    Terms & ConditionsAccessibility statement
    About Acumatica ERP system
    Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
    © 2008 — 2024  Acumatica, Inc. All rights reserved