Accounts receivable management to a collective account
In the basic settings, you can specify whether customer postings should be transferred to a collective customer account (Conto pro Diverse) in Scopevisio or to individual customer person accounts. If the setting is Yes , a balance sheet account (trade receivables) can be stored.
Accounts receivable correspond to companies in Apaleo.
If the setting is set to No , the Accounts receivable button is visible in the transaction postings.
There are two ways to link the companies from Apaleo with the debtors in Scopevisio.
You can use the Customers page in the connector to specify at column level whether a customer should be created in Scopevisio. To do this, select this and click on Send.
If there is already a customer in Scopevisio, the "Apaleo customer ID" from the connector can be stored in the "Customer number" field in the Scopevisio contact. The field can be found under the contact/debtor.