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Small and medium business | Business Central, N...

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Posted on by Smcmahon

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I'm very new (only a few hours into)

I'm just looking for the best way, suggestions and ideas on setting up accounts, customers.

We have customers that pay bills and record sales - fine no issues.

Same customers we pull and pay bills for them. What I would like to have is two types of accounts ledgers for the same customer. (One a monthly bill for service - EASY) (second we pull say $1,000 and thats made up of 7 transactions $20, 20, $50 and $2, $2, $2, $4) - this would be imported in (separate bank account - basically zero balance)

My Question is

What is best way to setup?

I want to import in the 2nd part of my question as its thousands of transactions.

I want my bank feed to auto match (Got that working - I imported transactions no issues) - its the middle part and what is best way suggestions or idea - figure asking before i go down with testing could help quickly

Thank you for any feedback. (I'm a service consulting type company)

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NAV_with_Narang 2,392 Moderator on at

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Hi There, welcome to the world of business central. If i understand your question correctly, you are wishing to import several smaller cash receipts (Customer payments) for a big $1000 invoice.

You can use the below options:

1. You can use the in-built feature of Edit in Excel, in Cash Receipt journals. How to use edit in excel & Cash Receipt Journals, can be found in these videos

learn.microsoft.com/.../across-work-with-excel

www.youtube.com/watch

2. You can use Configuration packages to import data in BC journals, but this can be a bit too technical at times, with the incessant fear that one may wipe/overwrite existing data, if not taken care of.

www.youtube.com/watch

www.youtube.com/watch

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