Create a customer hierarchy

About hierarchy relationships

Some lists, such as customers, vendors, and projects, can display a hierarchical structure of parent-child relationships using icons and indentations. For example, you might want to view a list that displays customers as subsidiaries of the same parent company. Or, you might purchase goods or services from subsidiaries or divisions of the same company and need to track their contact and payment information separately. Or, you might want to see an inventory item, including all its subcomponents, at a glance.

Parent items can have an unlimited number of child items, allowing you to view and act on the items as needed. You can still sort and search for items as you would in any view.

If the parent isn't visible because of permission restrictions, or if you filtered the list in a way that the parent isn't visible, Intacct still shows the child as indented and colored, to indicate that it is a child in a relationship.

To toggle between a flat and hierarchical view of a list:

The default for a list that has hierarchical items is to display the hierarchical view.

  • To switch to a flat view, clear the Display hierarchy checkbox above the list. When the checkbox is clear, all items are displayed by their unique ID, whether or not they have relationships to other items. To return to the hierarchical view, select Display hierarchy.

    The most common reason that you do not see this feature is that you're using a custom view.

    When you select a custom view, some options are hidden. Depending on the page you're on, the Include inactive, Include one-time use, Include private, and Display hierarchy options are not visible. For example, if you're viewing from a custom view, the Financial Reports list will not provide the Include inactive option.

    To see the options again, switch back to View All. See Custom views for more information.

Make a customer a child of another customer

You can organize your customers hierarchically by selecting the parent for each customer in the customer page.

Subscription

Accounts Receivable

Regional availability

All regions
User type

Business
Permissions

Customers: List, View, and Edit

  1. Go to Accounts Receivable > All > Customers.

  2. Find the customer that you want to make a child customer.

  3. Select Edit at the end of the row.

  4. On the Additional Information tab, from the Parent dropdown list select the parent customer.
  5. Select Save.

  1. Go to Accounts Receivable > All > Customers.

  2. Find the customer that you want to make a child customer.
  3. Select Edit to the left of the customer ID.
  4. On the Additional Information tab, from the Parent dropdown list select the parent customer.
  5. Select Save.