Merging customers in hosted

SmsLouise
SmsLouise Member Posts: 2

Hello. I am trying to find a way to tidy up our customer list.


We have multiple customers that have multiple branches and they have all been entered as separate customers. When it comes to statements and receiving payments it is messy and time consuming when figuring out a remittance advice and assigning the total payment across multiple 'customers'.


I now want to have one customer and create a 'job' for each branch, then the actual individual job numbers under the branch.


So far i have not had any luck in finding the information so here I am, asking the community!


Louise

Answers

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,317 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited November 2023

    Hi Louise

    Change each of them to the main Customer name you want to use - It will come up with a message that the name already exists in the list & will ask if you want to merge them ☺️

    NOTE: You need to make sure you enter the existing name EXACTLY as it is, otherwise the system won’t recognise that it’s the same 😬 If you don’t get the prompt, it means you’ve not done that so make sure you replicate with the same, exact format incl full stops, commas, brackets etc

    (You’ll need to do this for each name separately as there’s no bulk selection/merge ability though 😩)

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    [email protected]

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • SmsLouise
    SmsLouise Member Posts: 2

    Thank you.

    I tried this and it pops up with 'This name is already in use and cannot be merged. Names with subnames cannot be merged.'


    Is this because there is open jobs under it? Is that what a 'subname' is?

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,317 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited November 2023

    Ahh … yes, you would need to move the job(s) from under it first (To do this hover over the little diamond to the left off the job name then click & drag the job across to the left)

    NOTE: You’ll only be able to move a job if you’ve only entered any connected Payments under it also (not if you’ve entered payments under the main header Customer 😬)

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    [email protected]

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)