Merge Creditors/Debitors
Sometimes people make a mistake and accidentally create another creditor or debitor when there is already one there. There needs to be an option on Jobpac for these double ups to be merged so if they both have invoices registered to them, all the files can be kept, just combined under one creditors/debitor. This would stop accidental double ups of invoices resulting in double up of payments.
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Company
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Beatson Group Ltd
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Job Title / Role
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Administration/Accounts Assistant
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I need it...
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Yesterday...Come on already
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Hi Andrew
This is good to know. Maybe this tip could be added to the knowledge base (if not already there).
Regards
Susan
Susan Jacobsohn
Senior Cost Accountant
D: +64 9 443 9833
M: +64 21 852 038
[ http://www.thermosash.co.nz/ | www.thermosash.co.nz ]
41 Poland Road, Wairau Valley,
Auckland 0627, New Zealand
PO Box 100-340, North Shore,
Auckland 0745, New Zealand
P: +64 9 444 4944
F: +64 9 444 4886
Hi Kyla,
Jobpac has a centralised Creditors / Debtors configuration option so that you can maintain in one place. In addition we have checks on ABN that can be setup to minimise double ups. And where correction is required there is a Creditor Merge facility that you can setup but needs to be run after hours by a Jobpac Technician. For assistance on all this please log a request for service in the customer portal.
thanks
Andrew