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.
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