Optimus' National Accounts
For Microsoft Dynamics 365 Business Central
Do you have customers with multiple subsidiaries, franchises, stores, or retail companies? Your Collection Department should spend less time applying sales payments or credit memos to different customer balances. Learn how Optimus’ National Accounts can help you save time and effort by simplifying payments across a group of companies
How does it work?
The National Accounts functionality in Microsoft Dynamics 365 Business Central groups your customers, allowing any customer (B, C, or D) who belongs to the same group as customer (A) to pay their sales invoices. With this feature, you no longer have to reclassify payments, create credit memos to change customers or make changes to payment applications
This functionality is beneficial for companies that have customers belonging to groups of companies. It enables them to keep track of the accounts receivable of each third party in detail during any subsidiary company. Furthermore, you can enerate and export reports that provide an overview of balances for each national account globally or in detail for each sales document.
National Accounts Features
Customer list with New
Fields of National Accounts
National Accounts Fields on Customer Card
National Accounts List
National Accounts Reports
Apply for Customer National Accounts Entries
Aged National Accounts Receivable
National Accounts Listing
National Accounts Statistics