I have picked up a job on Sage but the debtors accounts are a bit of a mess.
Basically I need to ask two questions:
Can I change a Debtors name easily enough? I know this sounds basic but I have never had the need to do this before and just thought I would clarify first.
What would be the easiest method to move a POA from the wrong debtor to the correct debtor? My thought was an invoice to the wrong debtor using nominal code suspence and credit note to correct debtor with suspence nominal code. I could then reconcile the POA with credit note to clear the wrong debtors account. Am I making this more complicated than necessary?
Hi tony I am not at my computer screen right now but from memory to change a debtors name go to customer list double click on the account to change the name of, this will then bring up the debtors details change the name and then save
To move the payment on account raise an invoice on the incorrect account that the poa has been posted to then raise a credit on the account the poa should have been posted to. Both invoice and credit should be posted to suspense. Then you can reconcile off the invoice and credit notes
Hi there, I agree with mark on name changing but I do not think you can change the account code set up in sage relating to customer/supplier if you also wanted to do that.
Change the customer name by going into edit customer - customers, top left, 2nd down
Move the poa by finding the transaction reference, go into file, maintenance, corrections, find the transaction number, double click the entry, change the customer to the correct one and save it
