Change Customer and Vendor Posting Account
How to change Customer & Vendor Posting Accounts in SwilERP
Introduction: Customer and Vendor Posting Account.
Customer posting accounts let you assign general ledger accounts and documents to all customers, a group of customers, or a single customer. These features will be used when you create sales order invoices and other bills related to the Customers.
Vendor posting accounts enable you to assign general ledger accounts and documents to all vendors, a group of vendors, or a single vendor. These accounts will be used to create purchase orders, vendor invoices, cash payments, etc.
The SwilERP software can change the customer and Vendor posting account inside the 'System' tab. This article will discuss changes in customer and vendor posting accounts.
Start with Login in the SwilERP dashboard to initiate the process:
- Go to System menu > System Maintenance
- Select Reposting > Repost Receipt Entry.
Reference Window:
How to change Customer Posting Account in the next appearing window:
- Go to the Change Values tab.
- Firstly, Select the 'Customer Posting Account' option.
- Select the Customer whose account you want to post in another account.
- Select the Customer's Current Account from the given drop-down list.
- Choose a New Account in which you want to post now.
- If the user also wants to change the existing Transactions, check the mark this option.
- Select the Date from when you want to apply changes.
- To change these details, click on the Change tab; after a click on the Change tab, you get a successful message.
Reference Window:
How to change Vendor Posting Account in the same appearing window:
- Go to the Change Values tab.
- Select the 'Vendor Posting Account' option.
- Select the Vendor name whose posting account you want to change.
- Select the Vendor's current account from the drop-down list.
- Choose a New Account that you want to create a new posting account.
- You can also tick mark in it if you want to change the existing transaction.
- Select the Date from when you want to apply changes.
- Click on the Change option.
- After clicking on the change tab, you will get a successful message.
- To continue, click on "Ok."
Reference Window:
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