IDI version 26.8 is now available.  Click here for details: IDI Updates.

View Corporate Tree

Prev Next

The View Corporate Tree option allows you to view the corporate tree structure for a corporate account.

  1. Right-click an invoice and select View Corporate Tree. This displays the Corporate Tree window.

    Note

    You must have a corporate account selected in order for the option to be enabled.

  2. To view the customer information, right-click an account and select View. This displays the Summary tab in Customer Management.