Some customers request that invoices or statements for different branches be sent to the main or Head Office as this is where reconciliation, payments, etc. are done.
Where you have branches setup as independent customers you will need to run the Change Head office Account utility to link customers to the Head Office Account. The process below will link branch accounts to Parent or Head Office accounts.
📌Note: You can only use the Change Head Office Account utility with customers that have an Account Type of Open Item (not customers Balance Forward customers).
To change the Head Office for a customer
Select File, Archive Current Company to create an archive of your company. This is recommended before making any potential bulk change.
Then select Tools, Company, Utilities, Change Head Office Account.
Click YES to confirm an archive or backup has been done.
In the Old Head Office Code, enter the customer code that already exists on the Masterfile as the Head Office Account code for the customer to change. If the Head Office Account field is blank on the customer's Masterfile, then leave the Old Head Office Code blank.
In the New Head Office Code, enter the customer code that will be the new Head Office for the customer.
Tick Customer Range check box.
In the First Customer field enter the first customer the change made at Step 4 is to apply to. Access recommends always entering a range in this field to limit the number of customers the change applies to.
Enter the Last Customer code the change is to apply to.
Select Accept F9 to start the process.