Printing a Listing of Sub-Accounts

To print a List of Sub-Accounts, such as owners or vendors, click on the List button at the bottom of the screen and select Sub-Account Listing. 

The listing has many different filter options, including country, email address, mailing address, and contact selection status. If you are scanning documents, you can also list only those Sub-Accounts with/without documents associated with them. It is advisable to review all options to ensure that your listing meets the desired requirements.

The list can be printed, saved as a PDF, or exported to Excel.

TIP: The Invoice Email Status can be found on the Contact Info tab in Sub-Account Maintenance.

The Print Options tab offers additional options, including Sort List options, Print Address, and Print Other Info.

NOTE: When using the Print Other Info/Tax ID option, the actual Tax ID numbers will show. If using the Save option, you will only see "Has One" or "Blank" for the Tax ID.

The Notes tab allows for Notes Receivable information to be printed by the created date.