Multiple trade accounts under one main account

  • 1
  • Question
  • Updated 11 months ago
We have a national supplier which has an individual account number for each state. All the invoices appear on 1 statement. We currently have our account number on the purchase order. We know need to have a purchase order for each state with a unique account number. Is there some way of setting up Suppliers with sub directories such as can be done with customers. 
Photo of 1st Choice Group (Aust) Pty Ltd

Posted 11 months ago

  • 1

Hi There

 

Unfortunately not, but make sure you suggest this via the “Suggest new features” link under the Help dropdown menu as the more popular a proposed feature, the more likely its consideration.

 

Currently, my workaround is to set up separate Suppliers with exactly the same contact info but different Account Numbers on each record.  To allow you to have the same Supplier Name, add the (partial) account No. in brackets to easily identify in your Supplier List eg

 

  • Supplier (2852)  
  • Supplier (4906)
  • Supplier (1917)

 

You can add the Account No. field to your printed PO template & have it pre-populate according to the Supplier you select.

 

Shaz Hughes Dip(Fin) ACQ NSW, MICB

Reckon Accredited Professional Partner Bookkeeper / Registered BAS Agent (No: 92314 015)

Accounted 4 Bookkeeping Services

Ballajura, WA

0422 886 003

shazinoz2@bigpond.com

www.accounted4bs.com


Hi First choice Group

Your alternative would be to create 3 special P/O templates, with a text box with the individual state account numbers on each & label the templates nsw, vic etc. then use the special templates when sending p/o to this supplier, this way you can keep the one supplier for the one statement they send.

You could also put a prefix before/after the P/O number for this supplier only so the supplier & state is easily recognised.

1. template - keep general P/O
2. Template - FC-NSW (fixed account number on form)
3. Template - FC-Vic (fixed account number on form)
4. Template - FC Qld (fixed account numbr on form)