Aggregate accounts

If a customer has multiple accounts of the same type, you can create an aggregate account to manage them all from a single location. First you must create a master account based on an aggregate account type, and then you can associate the customer's other accounts with the master account as sub accounts.

The sub accounts must all be of the same account type, as defined in the aggregate account type setup. The sub accounts can be dependent or independent of the master account.

See Independent sub accounts.

For a master account, the Manage Account page shows the associated accounts in the Sub Accounts panel. Click Manage Sub Accounts in the Sub Accounts panel to associate or disassociate sub accounts, and to set the pay order for the sub accounts.

See Pay order for aggregate accounts.

At the top of the Manage Account page, the Aggregate Total Balance field shows the sum of the master account's balance plus the total balances of all sub accounts. Click View Sub Bills in the Sub Accounts panel to view the bills for the separate sub accounts.

When you load a sub account in the Manage Account page, the color of the Total Balance field can provide a visual indication that this is a sub account. If different colors are defined for the sub account type and the master account type, both are shown. The main color is the color of the sub account type, with small bands showing the color of the master account type on either side.

Account type color