Accounting groups

Account Groups

At several times, one customer may have multiple accounts for purchases from a company due to accounting and adjustment needs. At times, it becomes difficult to track each such account of the same customer. To address this, MERCI provides the facility to group several accounts pertaining to one customer under the same group name. Users can create a Group Account Name in the A/c Group Master. This group name needs to be set in the A/c Group field in each such account belonging to the same customer. This helps in the following ways:

1. A Group Ledger report can be generated at once. Simply select the group, and it will provide ledgers for accounts belonging to the same group.
2. Group Outstanding reports and many other such reports can be generated similarly.

Collection Man

As per the concept of Account Groups, MERCI provides a facility to link a Collection person to the account group. Setting a collection person to an account group facilitates the following:

1. The collection person does not need to remember all the accounts belonging to a particular customer.
2. The Collection App automatically pulls the data relevant and accessible to a collection person.
3. The collection person cannot access/view data of other customers.

Note: The collection person’s name must be created as a "User Account" in the system.