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Optimus' National Accounts

Link multiple subsidiaries under one parent account in Microsoft Dynamics 365 Business Central. Easily apply payments across the group, saving time and eliminating manual work like reclassifying payments or creating credit memos.

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Optimus' National Accounts helps companies manage complex customer groups:
 

  • Centralized management: Track individual accounts within a group while accepting payments from any subsidiary, ensuring accurate allocation of funds.

 

  • Detailed reporting: Generate comprehensive reports on national account balances, both globally and for individual sales documents.

Ideal for companies with:

  • Customers with multiple subsidiaries, franchises, or stores.

  • Frustration from manual payment allocation and reconciliations.

Optimus' National Accounts: Simplify Group Customer Management

  • Effortlessly link multiple subsidiaries to a single parent company.

 

  • Payments made by the parent automatically apply to any invoices within the group.
     

  • No more: 

 

  • Reclassifying payments.

  • ​Creating credit memos.

  • Manually applying for payments.

Streamline collections and ensure accurate funds allocation for complex customer groups.

Manage Complex Customers with Ease:

  • Track individual balances: Maintain detailed accounts receivable for each subsidiary within the group.

 

  • Automated payments: Any subsidiary payment applies to any invoice within the group, simplifying reconciliation.
     

  • Global & detailed reports: Export reports on overall national account balances or drill down to individual sales documents.

Say goodbye to manual payment allocation and gain clear insights into group-wide financials.

National Accounts Features

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Customer list with New

Fields of National Accounts

National Accounts Fields on Customer Card

National Accounts List

National Accounts Reports

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Apply for Customer National Accounts Entries

Aged National Accounts Receivable

National Accounts Listing

National Accounts Statistics

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