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Allow Customer with transactions to be assigned to existing national account.

by: Ryan G. | over a year ago | Financial Management
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Our last system let us assign existing customers with open transactions to a national account. It is so much work to convert them over when they have open transactions.

by: Ryan G. | over a year ago | Financial Management

Comments

  • Agreed - it's a terrible job - it took us months - either waiting until all payments were made - or crediting invoices - adding to National Account and then reinvoicing

    by: Margaret I. | over a year ago

  • There are 3rdparty utilities that are available to do this in the mean time.

    by: Django D. | over a year ago