Branch Link Process

Linking Debtor branch accounts to Head office account

Debtor sub-accounts are clients that have multiple branches or outlets where the invoice is generated against the specific branch and payment is made by the Head office or main account

Debtor statements can thus be generated for the head office account with details of purchases by the individual branches

To setup and link debtor accounts to a main account:

Go to debtor Module> Configuration> Debtor Setup

Create a debtor account for each individual branch including the main head office account

On the head office account setup, select or activate the “is Head office” tick box

Close the account setup and reopen or edit

Click the Standard Dropdown

Select Branch Link

Enter the debtor code of the sub-account or branch account

Click add

Enter the next branch account and click add

Once all branch accounts have been linked:

Click save and close