TABLE OF CONTENTS

• Summary
• Method

Summary

Debtors can have multiple accounts if your organisation requires separate billing.

For example, your organisation may also run a swimming school that wants to bill separately to the main school fees.

Method

To create a debtor Sub-ledger Add a new code under luDebtorSubledger and a look up table entry under luDebtorFeeCategory where the sub-ledger is linked to the relevant category of fee(s). To do thiscategory which must then be linked to a fee category under luDebtorFeeCategory. From here you need to select a Fee Category against that Fee code which is using the newly created debtor sub-ledger code as debtor DebtorSubLedgerCode.

Finance configuration of Sub ledger is done under Systems > Finance configuration > Debtors > Sub ledger.

Configure Sub Ledgers

Synergetic must be configured to permit multiple debtor accounts.

Use the Sub Ledgers sub-tab to configure:

• debtor sub-ledgers
• statement and invoice notifications per sub-ledger
• statement and invoice reminders per sub-ledger
• PDF underlays for statement and invoice reminders and notifications.

For example, you may have one sub ledger for a swimming school and another sub ledger for a school holiday adventure camp.
Sub ledgers are created in the Lookup Tables Maintenance - Finance luDebtorSubLedger.

Each sub ledger must be linked to a new fee category. luDebtorFeeCategory

Create new fees for the services to be provided by the new sub ledger entity, and link those fees to the new fee category.