Feature requested
List parent client
Typical use case
We have clients where we send separate invoices to several divisions or lower levels of their business. We are often asked for an “overall” statement showing which departments/divisions owe what money. But unless the information is held somewhere outside of Quickfile, we don’t know which accounts are associated.
How I would expect it to work
In the modify client section, having a box for “Parent Company” which can be selected from existing clients is the starting point, then under view statement an option for “Group Statement”
Many thanks for considering