Merge One Nominal Account into Another
This feature enables you to change the nominals of all transactions related to contact which have the nominal selected from the nominals list. This feature can be used from within a contact, a company or from the Admin drop down list.
Note: Any transactions prior to the account closure date are not merged.
From a Contact Window
1. To merge nominal accounts, click Search > Contacts > select a contact.
2. From the Contact window, select the Accounts tab and click the Merge Nominals... button. The Default-Revenue Accounts window displays.
3. Select the account you want merged and click Merge Into.... A new instance of the Default-Revenue Accounts window displays.
4. Select the account to be merged into and click OK. The accounts are now merged.
Note: When a nominal account is merged into another nominal account for a company, all transactions such as invoices and payments related to that contact with that nominal will now have the new nominal. Transactions related to any other contact remain unchanged.
From a Company Window
1. To merge nominal accounts, click Search > Companies > select a company.
2. Select the account you want merged and click Merge Into.... A new instance of the Default-Revenue Accounts window displays.
3. Select the account to be merged into and click OK. The accounts are now merged.
Note: When a nominal account is merged into another nominal account for a company, all transactions such as invoices and payments related to that company with that nominal will now have the new nominal. Transactions related to any other company remain unchanged.
From the Admin Drop Down List
Click Admin > Default Nominal Accounts. The Default-Revenue Accounts window displays.
2. Select the account you want merged and click Merge Into.... A new instance of the Default-Revenue Accounts window displays.
3. Select the account to be merged into and click OK. The accounts are now merged.
Note: When a nominal account is merged into another nominal account for a company, all transactions such as invoices and payments related to that contact with that nominal will now have the new nominal. Transactions related to any other contact remain unchanged.
Introduced in version 2015.11.12.1969
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