Loading new system with Opening balances - debtors

Question asked by Mike Higgins 6 years ago

when entering unpaid invoices from legacy system to CB I have the following

1 - issue - Many of our clients are use us once so when on the entry screen the NAME field had to be added to - you have added the PLUS at the side of the field to add a new customer, which works fine but when I return to the form to complete - and put in start of the new entity name - the new name is not avail in the dropdown to choose. If I come out of the form entry and re- enter via and start the form again all is great.

2 - lack of feature - there is no where to enter the outstanding Invoice number you wish to record in CB. it seems to only take it from next number so i have to keep on resetting the first invoice number as I enter the legacy system outstanding invoices

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2 Replies

Good Morning Mike,

If you have many clients that only use you once then it may be worth having a generic customer contact that can then be applied across the board. Assuming that this is information that is not necessary for your business then this will allow more efficient processing of invoices.

This can be overcome if the invoices are imported using our import tool. This could also help you import your invoices if you have the transactional information in a digital format.

I have raised this with our development team to be reviewed.

Best answer
6 years ago

Thanks for the reply - the business profile and customer interaction throughout the process doesnt support generic customer but tks for the input

tks for the answer for part2 - never thought of that - great service

6 years ago

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