Skip to main content
Answer

How can you consolidate receivable statements in Acumatica

  • December 12, 2024
  • 3 replies
  • 46 views

Forum|alt.badge.img

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

3 replies

Laura03
Captain II
Forum|alt.badge.img+19
  • Captain II
  • Answer
  • December 12, 2024

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


Forum|alt.badge.img
  • Author
  • Freshman I
  • December 12, 2024

Hi Laura! 

thanks so much!!!


Laura03
Captain II
Forum|alt.badge.img+19
  • Captain II
  • December 12, 2024

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