Acumin Documentation

Group client structure set-up and use case

QUESTION: I need to run an AR report for all of our Traveler’s client codes to see total AR for Travelers. Unfortunately, the numerical client codes that were set up in Acumin are not in order so I cannot use the to/from feature as it will pick other clients in between.  I have to create Group by Client Structure where I can include all necessary codes and run my AR.

Can you please let me know how to do this?


RESPONSE: We include a quick start on setting up the client group structure and using it to report content. 

Group Client Structure - Set-up, add or remove child-clients, report filter options