how can i group the parent company with the children accounts in a AR summary report, and not show them the parent as unassigned.

AI generated answer (using internal Slack threads):

To group the parent company with the children accounts in an AR summary report and not show the parent as unassigned, you can follow these steps: 1. Make sure the "summary" account box is checked on the parent accounts. This will prevent them from being booked directly. Remember, you can only have a summary account if all the accounts under it are of the same type. 2. When running a report of your Chart of Accounts (COA) with their subsidiaries, if you want to display accounts where the subsidiary is not the parent subsidiary, you can run a search and add the subsidiary as a result or criteria. However, this might show multiple lines per account, as each child subsidiary that is selected shows up on a different line. To avoid this, use the 'Group' option for that field as the Summary type. This will limit your list. Make sure to use 'Group' on each field, otherwise, it will not appear. 3. Summary accounts are useful when you want to create a non-posting, inactive parent account that has active child accounts. These accounts appear with their children in the chart of accounts list. You cannot merge a summary account into another account. 4. If you didn't set up your COA in the best way and are trying to keep from assigning specific accounts to sections of the financials, you can build reports to be somewhat sustainable by pulling in impacts via rollup accounts instead of by account type. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******