When you make changes to a client who is linked to a debtor account you are prompted to ‘Copy Details to’ - at which time staff should check and confirm the changes.
However if the client is linked to a 'multiple-client debtor account' (eg a Resthome) and the staff member accidentally copies the details across to your Resthome account will ‘disappear’ - as it will have been renamed with the Client details.
Setting Don't update name and address
Prevent this happening to your major accounts, go to:
- 3 Debtors
- 1 Maintain Debtors
- Recall one of your accounts (eg a Resthome account)
- F11 Next page
- Tick Don’t Update Name and Address
- F12 Accept Details
Making changes to associated clients at POS will no longer prompt to (or Copy across) to these Debtor accounts.
NB: Details on these debtor accounts will now need to be done in the Maintain Debtors area of the program – not POS