Is it possible to consolidate different companies in one statement report of receivables?
The customer has multiple accounts but specifically wants to include just a few in the report, how is this possible
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How can you consolidate receivable statements in Acumatica
Best answer by Laura02
Hello,
Parent-Child Customer feature is the easiest way to consolidate customer statements.
- Enable feature
- Add Parent Customer to the Billing tab of the Child Customer’s screen. Check ON the option to consolidate Statements.
Laura
+19Hello,
Parent-Child Customer feature is the easiest way to consolidate customer statements.
- Enable feature
- Add Parent Customer to the Billing tab of the Child Customer’s screen. Check ON the option to consolidate Statements.
Laura
Laura ~ Klear Systems, Inc. Irvine, CA. ~ Click my logo to Follow me ~
1 person likes this
+19Thanks
Laura ~ Klear Systems, Inc. Irvine, CA. ~ Click my logo to Follow me ~
1 person likes this
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