We're in the early stages of have Sage modify our GL data to add prefixes so we can separately report branch office activities and roll them up to a combined statement. Once they finish the changes, I want to be prepared to get things set up properly and quickly.
Does anyone have documentation or tips for properly setting up prefixes including example scenarios other than what's described in Sage GL Help? There are also Partner groups available, but I'm not certain we need to use them at this point. We only have two branches.
I'm also wondering what changes will need to be made in other Sage modules so cost and revenue data flow to each branch's prefix/account combinations including setup and report designs. Unfortunately, Sage says there aren't any KB articles for this, but "it would be a good idea to create one".
Thanks for your help.
Matt Robe
PCE Construction
573.442.1113