National Accounts
InXtend National Accounts for Microsoft Dynamics 365 Business Central
Link customers into parent and child families with one credit limit, aging, statement and payment.
National Accounts links customers into families of one parent and its children. Credit checks, aging, statements and cash receipts move to the parent, while every child keeps its own account, documents and history. It works with standard customer ledger entries, journals and posting.
Part of the Transition Pack. For teams used to the national accounts of Microsoft Dynamics GP Receivables Management.
What it does
- Family credit check
- At release, the whole family's exposure is compared with the parent credit limit; warn or block per parent.
- National Account FactBox
- Family exposure, parent credit limit and available credit on the customer card and sales order.
- Family Aging
- Open amounts per child and per family in standard aging buckets, as of any date.
- Consolidated statement
- One statement per parent with every open entry of the family.
- Apply Parent Payment
- Splits one parent check across the open invoices of the family in the cash receipt journal.
- Logged runs
- Every parent payment run is logged; any remainder stays on the parent.
Get National Accounts when it launches
We'll email you when National Accounts is available and invite you to its early-access trial. No newsletter.