One Statement for Head Office

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SharRoberts
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One Statement for Head Office

We are a hardware wholesaler and have several individual hardwares under one buying group. All the invoices are sent to the hardware stores but the head office wants one end of month statement for all of their stores. Is this possible in MYOB Accountright?

 

Thanks in advance.

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Mike_James
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Re: One Statement for Head Office

Hi @SharRoberts , the usual way to achieve this is to create one billing customer for Head Office, then create customer cards for each store, and use the store cards as delivery addresses. Also, on every invoice, insert the store name to the journal memo, since that will appear on the statement. Use recurring invoices for each store to assist with that.

 

Note that if you are currently invoicing the store directly, you will be getting sales analyses by store. Under this process, all sales will be under the Head Office, so you'll need to do something like create a salesperson for each store; but if you cannot do that then you may need an external reporting solution.


Regards, Mike (mike@datawise.co.nz)
DataWise Limited (www.datawise.co.nz), developers of:
DataWise ProActive - Custom Reporting from MYOB programs
(MYOB Business, including AccountRight Live, AccountRight v19.x and exo Payroll)

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