Applying Customer or Vendor Association Entries

  • 17/09/2024
  • 3 minutes to read

The Associations module makes it easy to apply all entries for customers or vendors that have been grouped into an association. You can apply entries to any open invoices for the customers or vendors grouped in an association.

Prerequisites

For you to see associated entries, Extended Application on the Continia Finance Setup page must be enabled. This feature is included in the Essential module.

To apply entries for a customer association

When you apply payments for a customer in an association, the Association action allows you to apply across the customers in the group.

You have access to the Apply entries action from most journal pages, such as the General Journal.

To apply entries for a customer association, follow these steps:

  1. Go to the journal page where you want to apply entries for an association
  2. In the action bar, select Apply entries. This – in contrast to standard Business Central – gives you access to the open entries for all accounts in the association.
  3. Optional: In the action bar, select Association to hide the lines for all accounts in the association. Selecting Association again will display the extra lines.
  4. In Set Applies-to ID, select the lines you want to apply.
  5. in the bottom right corner, select Ok to apply the selected lines.

To apply entries for a vendor association

You have access to the Apply entries action from most journal pages, such as the Payment Journal.

To apply entries for a vendor association, follow these steps:

  1. Go to the journal page where you want to apply entries for an association
  2. In the action bar, select Apply entries. This – in contrast to standard Business Central – gives you access to the open entries for all accounts in the association.
  3. In the action bar, select Association to view the lines for all accounts in the association. Selecting Association again will hide the extra lines.
  4. In Set Applies-to ID, select the lines you want to apply.
  5. in the bottom right corner, select Ok to apply the selected lines.