We have a load of accounts for 1 company & pay for them by direct debit. When they were set up they had the direct debit amount listed in the account name to make allocating the payment easy but now the amounts have changed. Whenever I try to change the name it just creates a new 1 with no history, is there a way to change the name but keep everything else the same?
You can change the Supplier name in the record but you cannot change the Account name as Sage uses this as a unique identifier. You will have to create a new account I think.
Was hoping to change the account name but if that's not possible I'll have to rethink things.
The letter hasn't even been finished yet Pauline but I'm hoping to crack on with it on Tuesday, if I'm bored & sober enough at any point of the weekend I might google it & have a play about but I majorly doubt that'll be happening.
Thanks for the replies
-- Edited by KevMc on Friday 24th of May 2013 09:23:09 AM
Best thing to do is to make sure the old account is all matched off and showing a nil balance. Double click the account to open it up and Change the Supplier Name to "(supplier name) - DO NOT USE" and then set up and new record with the new account code and name. Easy!!
That way you will still know who the old account relates to, you will still have the history of the transactions, but you will know not to use it when entering new transaction under the new supplier account.
I have some tools that enable me to do it. I can also merge accounts together. Contact me if you are interested via my website www.makingithappen.co.uk
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