How to use Group Company in Customer Maintenance

Modified on Fri, Jul 15, 2022 at 10:44 PM

How to use Group Company in Customer Maintenance


Group Company function is being used if you have a set of customers that is owned and being controlled by a parent company. This type of scenario may require you to transact per sub-account/ branches but Statement of Account must be under the main/parent company. Which means all company related transactions must be consolidated into one Statement.  


1. To Set-up Group Company, go to Customer Maintenance and register the Main Company. Take note to check the Group Company checkbox.




2. Register another customer that shall be the sub company. Choose the Main Company in Group Company Dropdown. Click Save.


*Repeat the process to register for other sub-company/branches



1. Go to Customer > Invoices

Create Invoice for Branch 1 and Branch 2.


Branch 1




 Branch 2


2. Go to Reports > Customer Reports > Batch Reports > Statement of Account

In Company Range filter select the Main Company, then click Preview.

As shown below, the Invoices of the branches were generated under the Statement of Account of the Group Company.



Note: Group Company can only be selected in SOA generation and cannot be searched as Customer in transaction forms



For further concerns regarding this matter, please contact support to assist you or create ticket thru this link

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