Transfer Customer Balances 

Overview

Transfer Customer Balances is a tremendous supporting tool for Sage ACCPAC ERP. The purpose of this utility is to transfer all the open documents from a given customer account to a specified customer account.

Salient Features:

1. Transfers all the open documents of a customer account to a specified customer account on a single click.
2. The tool excludes the closed documents from the given customer account.
3. After the utility is run, from customer account will have a balance of 0 and the balance will be transferred to the specified customer account.
4. The transfer utility does affect only the sub ledger and it will not affect the General Ledger.
5. The utility generates audit trail of the documents and the information in a log report file.
6. Audit trail will be produced for each and every transfer process.

Technical Abilities:

1. Compatible with Sage ACCPAC ERP 5.3 and 5.4
2. Developed the product using Sage ACCPAC SDK.
3. User Friendly interfaces.
4. Supports all databases that Sage ACCPAC ERP supports.

Key Benefits

1. When two or more of your clients merge into a single entity either in one of the existing names or a newly acquired name, this tool helps in easy transfer of balances.