Accounting Ideas

Allowing various 'sub' customers under a larger 'umbrella' customer

My company works for various managing agents who each manage various different property developments. We invoice all developments to the same managing agent directly but each development has it's own name and needs to be set up and invoiced as a separate customer as they all have their own bank accounts. However, when it comes to reporting it would be nice if all of the developments management by 'Estate Management Limited', for example, could be grouped together.

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  • Apr 1 2024
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