Merging Debtors

To Merge two accounts

This is the safest way to merge two accounts, as it keeps the original transactions.

• Using a 'journal entry' debit the balance of the closed account to the retained account with an explanation, eg 'Transfer balance of closed account for Ned Kelly.'

• Using a journal entry, credit the balance on the old account with the note 'A/c closed 25/05/05 and tfr bal to Nellie Kelly'.

• Rename the 'Ned Kelly' account as 'CLOSED -see Nellie Kelly a/c.  Ned Kelly'

(Leave the account name still listed as it may be necessary to find it in order to justify previous accounts and GST invoices.)

Merge Facility on RxOne 

You can merge Debtors on RxOne. But take care. Do this at a quiet time so you’re sure you get it right and after a backup has been done. The only way to undo this merge if you make a mistake will be to restore from a backup.

To merge accounts, go to Debtors, Tools, Debtors Utility. A list of all the debtors comes up. Highlight the 2 debtors you’d like to merge (use the <Ctrl> button on your keyboard and click on the 2 debtors).

A message will come up asking you which debtor you want to keep. If you click ‘No’ then you have the opportunity to change to the other option.

Check the Debtor afterwards to be sure it has done what you expect.