In order to allow me to focus on Consulting (click here) and Courses (click here), I continue to review all posts here in the Forums, but, in general, I'm only personally responding to posts that I mark as #AcumaticaTnT (click here). For Questions (click here), others may respond, or you can post over at Community.Acumatica.com (click here).
Questions Offset Vendor and customer balances
If we have a customer who is also a vendor, is there a way to offset a balance on a vendor against a balance for a customer?
Something is tickling the back of my brain but I may be thinking of processing a customer refund through AP instead.
As far as I know, you have to manually make the entries in each module (AP and AR) using some kind of GL clearing account.
You might want to add your vote to this idea (I just did):
Thanks for the reference and for the vote.
I still have a voice whispering in the back of my head about something similar already in the system but I can't pin it down to the exact details. It is entirely possible that I am remembering a work-around in another system. If I find something, I will post it here but after the reference you found on the feedback site, I am growing more suspect.
Do you find a way to achieve this?
Hi @shawn-p-slavin I think you mind is playing tricks on you, when I worked for Exact their Globe solution had this feature, as Tim said the idea has been posted to Acumatica, I don't think they would be that cruel not to tell us where it is. Hoping they could add this enhancement as it's certainly a nice to have.