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Optimus´ National Accounts for Microsoft Dynamics 365 Business Central

by Optimus Business Transformation LLC

Streamline Cash Receipt Management with Optimus' National Accounts

Are you dealing with customers who have multiple subsidiaries, franchises, stores, or retail companies? Is your collection department spending excessive time applying sales payments or credit memos to different customer balances? Optimus' National Accounts is here to help you save time and effort by simplifying collections across a group of companies. Say goodbye to the hassles of reclassifying payments or creating credit memos!

Optimus' National Accounts offers a powerful solution allowing you to link multiple customers to a single organization. By establishing a national account and linking child customers to a parent customer, you gain the convenience of applying cash received from the parent customer to invoices of any customer within the national account.

How does Optimus' National Accounts work? It's simple. You can effortlessly link multiple child customers to a single parent customer. Once the national account relationship is established, cash received from the parent customer can be easily applied to invoices of any customer within the national account.

With this feature, there's no need to go through the trouble of reclassifying payments or creating credit memos to switch customers or modify payment applications. Optimus' National Accounts is particularly beneficial for companies with customers belonging to groups of companies. It enables you to keep track of accounts receivable for each third party in detail, while any subsidiary company within the same group can make payments to your company, ensuring accurate application of funds.

Additionally, you can generate comprehensive reports and export them to gain an overview of balances for each national account on a global level or delve into the details of each sales document.

If you're a Microsoft Dynamics GP user, you can't afford to miss out on this feature! Optimus' National Accounts replaces the Dynamics GP National Accounts module, making accounts receivable management a breeze. Developed by experienced Dynamics GP consultants and Senior Developers of Dynamics 365 Business Central, this solution proves to be highly beneficial when managing customers with multiple subsidiaries or branches.

Visit us at https://www.optimus.pro/national-accounts to learn more about Optimus' National Accounts and how it can revolutionize your cash receipt management.

At a glance

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https://store-images.s-microsoft.com/image/apps.35277.232ff89d-e9a0-49a2-8199-f2536e0ff6fe.a51df850-7810-4f52-9c8e-0cfbb1c30ed4.8e40ea22-6b54-420f-8a99-3e7168d5c274
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https://store-images.s-microsoft.com/image/apps.62807.232ff89d-e9a0-49a2-8199-f2536e0ff6fe.a51df850-7810-4f52-9c8e-0cfbb1c30ed4.f2b4baf8-8a6b-4c63-aa17-29c2e7eb2ccd
https://store-images.s-microsoft.com/image/apps.58738.232ff89d-e9a0-49a2-8199-f2536e0ff6fe.a51df850-7810-4f52-9c8e-0cfbb1c30ed4.af066f01-12e0-4f04-a3bf-4bb6594e547d