Accounting

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How to separate Customer accounts

The situation is as follows....We have a customer that flips houses. There are several service locations under this customer. One of their locations has been purchased and is now needing to be affiliated with a new account/home owner. Is it possible ...

PO Number in File Name of downloaded copy?

Can Purchase Orders downloaded as a PDF file include the word "PO" and the purchase order number in the filename - right now it reads as "Download.pdf", where it should read "PO 421475317213.pdf" or similar

pierce_j by New Contributor
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