Merging creditor records

If you have duplicate creditors in Synergetic you can merge them together. To merge creditor records:

1. Select Module > Creditors > Creditor Maintenance.

   The Set Creditor Search Criteria window is displayed.

   Tip: You can also access the Set Creditor Search Criteria window by clicking .

2. Search for the record that you want to merge. See Searching for creditors.

   The Creditor Maintenance window is displayed.

3. Select File > Rename/Merge...

   The Rename/Merge Creditor window is displayed.

   

4. Enter the details of the record that you want to merge into.
5. Click .

   A list of possible matches is displayed.

6. Open the record you want to merge into.

   A warning is displayed.

   

7. Click .

   The first record is deleted. All transactions on the first record are added to the second record.

   Tip: The creditor's name may need to be changed, for example if two creditors combine their operations into a new company. Merge the creditor records, then enter the new creditor name and ABN details in the Creditor Maintenance windows.

Last modified: 4/10/2012 12:06:15 PM

© 2013 Synergetic Management Systems. Published 15 October 2013.