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June 2019
June 2019
I have 2 debtor accounts, which are for the same company. Both have transactions so I would like to merge them and keep all the history. Is this possible?
Solved! Go to Solution.
June 2019
June 2019
Hi @RaeleneQPCS
This is not possible, there is no function in EXO to merge customers.
All the best
Carl
June 2019
June 2019
Hi @RaeleneQPCS & @CarlBrooks
MYOB Exo does have the ability to have Branch / Head Office accounts in Debtors. The may be something you could look at as a partial solution to what you want to do. (suggest search the online help file).
Regards
Steve
July 2019
July 2019
@Steve_Marriott thank you. That would be a good work around.
July 2019
July 2019
Hi @RaeleneQPCS ,
While @CarlBrooks is right, this isn't a function out of the box, it's definitely a function your Exo Partner should be able to set up for you if needed.
(I've written a debtor merge function for several of my clients. It's complicated, but doable.)
Regards,
Will Howard
Focus Technology group www.Focus.net.nz