Automatically Create a Bill in Another Organization
If you have multiple organizations, you can set up Denali so that posting customer charge transactions in one organization will automatically create bills in another organization.
The first step in this process is to select the Bill to other organizations check box in the AR Customers window for the customers whose charge transactions you would want to automatically create bills in another organization.
Then when you enter customer charge transactions (Type 2x) in the Enter Payments/Adjustments window, you can select the Automatically create bill in <Organization> check box. When you post the transaction, a bill will be created and posted in Accounts Payable. You can pay the bill in the AP Adjust/Pay Bills window.
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Tips & Tricks: Tracking This Transaction in AP |
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When you automatically create a bill in Accounts Payable, that bill has this organization as the vendor name. To help you track which customer transaction created that bill, use the Description field. What you enter in the Description field will appear in the AP Adjust/Pay Bills window and on the AR and AP History reports. |
Published date: 12/31/2020