Combining records
In some situations you may want to combine two records. For example, you may have records in your cards list for two suppliers who have merged their operations. Or you may have separate accounts for two departments whose sales figures you now want to combine. When you combine two records, you identify one as the primary record and the other as the secondary record. The primary record becomes the owner of all the transaction details (transactions, jobs, history, and so on) currently linked to the secondary record and the secondary record is deleted.
NOTE: Historical reports When you view historical reports from the previous financial year (for instance, the previous financial year’s balance sheet), the primary account is listed showing the combined account balance.
Combining cards
You can combine:- customer cards
- supplier cards
- personal cards.
You cannot combine:
- employee cards
- cards with a different type
- cards where the primary card is inactive.
When cards are combined, the non‐transaction card information for the primary card—such as card name, address and buying and selling details—is retained as the default information for the combined card. The transaction details for the secondary card are added to the primary card. Non‐transaction information for the secondary card is deleted.
To combine two cards
1 Go to the Card File command centre and click Cards List. The Cards List window appears.2 Select the primary card.
3 Click Combine Cards. The Combine Cards window appears.
The primary card appears under the Primary ‐ Move all transactions to list. If necessary, you can choose another primary card from the list.
4 Select the secondary card from the Secondary ‐ Remove all transactions from list.
CAUTION: The next action cannot be undone Before continuing, check that you’ve selected the correct cards to be combined. If you combine the wrong cards, you will have to restore them from a backup and re‐enter transactions posted to those cards since the backup.
5 Click Combine Cards. A confirmation window appears.
6 Click OK to confirm you want to combine the two cards.
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