Parent/Sub-accounts

In Paladin, your customers can designate a primary account, or “parent” account, and under that account, have individual sub-accounts.. This is very useful when running account statements.

To set Parent/sub-accounts:

1. Create accounts. Refer to the Customer accounts KBA for setting up accounts.
2. In Paladin, on the top ribbon, select the Customers module.
3. On the top of the module, select the account you want to designate as the parent account from the Customer list and press Enter.
4. Select the Electronic tab.
5. In the Sub-Accounts pane, press Edit.

Figure 1: Sub-Accounts pane

The Parent/Sub Accounts window opens.

Figure 2: Parent/Sub Accounts window

6. In the Parent/Sub Accounts window, press Add.

The Advanced Lookup window opens.

7. At the top of the window, enable the Name search option.
8. Enter an account name in the Keyword Search box and press Find >>.
9. Highlight an account and press F8 Select Customer in the lower right-hand corner of the window. 

Figure 3: Advanced Lookup window/Name search

The Parent/Sub Accounts window opens showing the account selected.

Figure 4: Parent/Sub Accounts populated

Continue steps 6 through 8 to select additional accounts.

9. When done adding accounts, in the Parent/Sub Accounts window press F12 Close.

The Sub-Accounts pane now shows all sub-accounts created.

Figure 5: Sub-Accounts pane populated

Now, when a customer is selected from the Customer list in the Customers module, the sub-accounts are shown indented below the parent account.

Figure 6: Parent and sub-accounts in Customer module