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Can I set up a sub-account?
Updated over 4 months ago

Related Questions:

  • Account Heirarchy

  • Parent or child Account

Answer:

Yes! An Account can be a standalone Account, or have parent/child set up. For example: Event Temple (parent account) Event Temple - Vancouver (child account) & Event Temple - London (child account).

When generating your Top Account Report, the Account financials for a parent Account will be aggregated from itself and all its child Accounts.


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