We provide a service to buildings - they change Property Management Company - my thought was to create Sage Property Management Company type file. Under Contact info, enter building name - with current Property Management Company name - and details applicable to building. Ship To info could contain info related to Property Management Company.
Testing - I created a new file using this logic - but when trying to produce detailed Customer AR report - the invoices are listed, but not according to Property Management Company.
Our invoices are paid by Property Management Company while they are managing the building - but that changes.
Using the software, please let me know how I should be doing this as so far - it is not working.
Thank you so much
And trying to select the Category and Subcategory below is not user friendly - did I find the right one?