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How can you consolidate receivable statements in Acumatica

  • Dec 12, 2024 2:43 PM UTC
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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

Best answer by Laura03

Hello,

Parent-Child Customer feature is the easiest way to consolidate customer statements.

  1. Enable feature
  1. Add Parent Customer to the Billing tab of the Child Customer’s screen.  Check ON the option to consolidate Statements.

Laura

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Laura03
Captain II
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  • Captain II
  • Answer
  • Dec 12, 2024 2:54 PM UTC

Hello,

Parent-Child Customer feature is the easiest way to consolidate customer statements.

  1. Enable feature
  1. Add Parent Customer to the Billing tab of the Child Customer’s screen.  Check ON the option to consolidate Statements.

Laura

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  • Author
  • Freshman I
  • Dec 12, 2024 2:59 PM UTC

Hi Laura! 

thanks so much!!!

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Laura03
Captain II
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  • Captain II
  • Dec 12, 2024 3:01 PM UTC

Thanks ​@ehernandez , I wish I could like your post more than once!  😉 😃

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