Credit GL Account Availability in Customer Payment (enter cash receipts Screen)

SOLVED

Hello, 

I’m exploring the possibility of making the Credit GL Account available within the Customer Payment screen.

According to the documentation, this account is currently only accessible during miscellaneous receipt postings.

However, I was wondering if there’s a way to enable it on the Customer Payment screen as well.

Could you please advise on whether this functionality can be configured or if any customization would be required?

Thank you for your assistance.

Best regards,
Maria E Gonzalez

Parents
  • +1
    verified answer

    Hi  ,

    Thanks for reaching out with your question! Currently, in Sage 500, the Credit GL Account is only accessible during miscellaneous receipt postings and is not directly available within the Customer Payment (cash receipts) screen.

    To achieve the functionality you’re looking for, some customization would likely be required. According to this articleSage 500 does not natively support displaying or modifying the Credit GL Account in the Customer Payment screen without customization. You would need to work with a developer to modify the screen or the underlying process to include this functionality.

    Let me know if you need further assistance or guidance on customizations. It might be best to consult with a Sage business partner or developer familiar with your system setup.

    If this helps please mark it as verified :)

    Warm Regards,
    Erzsi

Reply
  • +1
    verified answer

    Hi  ,

    Thanks for reaching out with your question! Currently, in Sage 500, the Credit GL Account is only accessible during miscellaneous receipt postings and is not directly available within the Customer Payment (cash receipts) screen.

    To achieve the functionality you’re looking for, some customization would likely be required. According to this articleSage 500 does not natively support displaying or modifying the Credit GL Account in the Customer Payment screen without customization. You would need to work with a developer to modify the screen or the underlying process to include this functionality.

    Let me know if you need further assistance or guidance on customizations. It might be best to consult with a Sage business partner or developer familiar with your system setup.

    If this helps please mark it as verified :)

    Warm Regards,
    Erzsi

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