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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

Can I generate a customer statement for a parent customer to include all of its subsidiaries?

edited Jun 2, 2025 2:40PM in Ask A Guru 2 comments

We have parent customers that have multiple sites and locations beneath them. I would like to generate a single statement that includes any invoices outstanding for the parent as well as all of its subsidiaries in one statement. Is this possible?

Many thanks

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