Entering Initial Balances for Customers
Question asked by Richard Mast - 5/22/2015 at 9:04 AM
Answered
We are preparing to go live on Atrex 15 Client/Server.  What is the preferred way to enter initial customer balances from the old system? (not Atrex)
 
- Accounts/Receivables/Insert Account Charge
- Create an invoice for the amount of the initial balance
- Some other more appropriate method? :)
 
Thanks,
Richard

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Mark Culos Replied
Employee Post Marked As Answer
Richard,
 
You will want to use either the Insert Account Charge function or the Rest Account function, both found under Accounts - Receivables.
 
Between the two, the advantage of the first is that it allows you to enter text explaining the charge and the advantage of the second is that it is a function that shows you the current balance, just in case there is already some transactions on the customers account.
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Richard Mast Replied
Thanks, Mark. I didn't see the Rest Account function. I'll check it out.
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Richard Mast Replied
Hi Mark, OK. I see there was a typo. Reset Account does look like the best option. Thanks.

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