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Viewing a Corporate Account Summary

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You can display a summary of all accounts in the corporate account by right-clicking on the top-level account in the hierarchy and selecting View Flat Tree. This displays the Corp Account Results window which provides the following information for each account:

  • Account Number

  • Customer Name

  • Customer Address

  • Whether or not the account is invoice responsible

  • Date the account was established

  • Date the account was disconnected if applicable

  • Billing Status