Hi good day can you help me i want to show detailed transactions and balances. Can be run per customer or consolidated by parent.
Answer
Consolidated Customer Statement (Parent & Child Accounts)
Best answer by lauraj46
Hi
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
+8Hi
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*.
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