Here we are going to see how to merge COA type for an Organization. Eg: We have Client Fresa PVT LTD and the O/S Amount to be shown on Local Receivable/Payable but we have Mapped wrongly in the Account of Overseas Receivable/Payable in Organization Master.
In this above scenario, kindly find the below steps.
Step1: log in with Fresa gold and Open the respective Organization
Step2: Select the accounts tab under organization details
Step3 : click the COA that needs to be blocked and change the status from Active to Block and click save changes button . And keep Active the Ledger you need to show the O/S Amount (Eg : Overseas Receivable to Local Receivable)
Step4: Go to accounts>>>merging accounts
Step5:Click on create button in the accounts merging list
Step6: Enter the details like from account name (blocked), to name, approved by and click next button
Step7: In the next page will have the details like from account outstanding, to account standing and click on next button
Step8: In the next page we can see the details like accounts outstanding summary check it once and click finish button
Step9: Now we can see the accounts were merged successfully.
The above blog post explains about how to merge COA type in an organization.
For further clarification, send your queries to firstname.lastname@example.org because our motto is to help customers.
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