Group customers or vendors into associations
- 14 Min.
- Modul
- 5 Einheiten
- Finance
Maybe some of your customers are part of a franchise, and their purchasing and invoicing is managed centrally. Or perhaps you work with centrally regulated groups of vendors, such as is common in German Verbundgruppen. When you have groups of customers or vendors who share financial operations, the Associations module can greatly speed up your processes, such as application of payments.
Lernziele
By the end of this module, you’ll be able to:
- Create associations of customers and vendors
- Apply a payment to invoices from associated vendors
- Create an associated vendor and customer
- Generate a report of open entries for an association of customers or vendors