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Thread: Customer Account with different Branches Pastel Express 11

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    Customer Account with different Branches Pastel Express 11

    Does anyone have a creative way to deal with a customer who has many branches but only makes one payment for all branches, and does not indicate on the remittance which invoices belong to which branches.

    Working with matching items and separate accounts for each branch.

    Seems counterproductive to have to manually reconcile before entering data in Pastel to match the payment

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    Diamond Member HR Solutions's Avatar
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    Cant they just put a reference no on relating to the payment/branch when doing the eft.
    We have that here and I asked them to put the invoice no on when paying.
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    Quote Originally Posted by HR Solutions View Post
    Cant they just put a reference no on relating to the payment/branch when doing the eft.
    We have that here and I asked them to put the invoice no on when paying.
    They pay one amount for a bunch of Invoices over five branches and we receive a remittance from them, which is not separated into the different branches

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    Platinum Member Neville Bailey's Avatar
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    It's a pity you are using Xpress and not Partner, as Partner has the facility to assign multiple delivery addresses for customers with multiple branches.

    This means that there is a single customer account (for statement/payment purposes), with multiple "sub-accounts" for invoicing/delivery purposes.

    You can then simply allocate the one amount received to the single customer account.
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    I again think it is a pity that a feature that is clearly simple to accommodate in Xpress is not a feature. Seems sub accounts are important for Xpress users in GL but not Customers? Who decides this stuff???

    Anyway I bought what I bought and will have to make do!!!!

    Thanks for your reply Neville

    Quote Originally Posted by Neville Bailey View Post
    It's a pity you are using Xpress and not Partner, as Partner has the facility to assign multiple delivery addresses for customers with multiple branches.

    This means that there is a single customer account (for statement/payment purposes), with multiple "sub-accounts" for invoicing/delivery purposes.

    You can then simply allocate the one amount received to the single customer account.

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    Platinum Member Neville Bailey's Avatar
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    Quote Originally Posted by Paarlite View Post
    Who decides this stuff???
    Certainly not their technical department, but their marketing department, I think!

    You can always upgrade your Xpress package to a Partner package...
    Neville Bailey - Pastel Accounting Consultant and Photographer
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