Linking a Supplier and a Client

[mmu1990]

Hi all,

Apologies firstly if this has been discussed, however, in my line of business, a supplier and a client are often the same person. Instead of paying each other for the total amount, we settle for the difference. It would be great if on the client/supplier dashboard it would combine the 2 and show me a summary. I am not sure if, firstly it is possible to link the 2 as one account and 2ndly how to go about doing so.

Thanks in advance.

[Glenn]

This is not currently supported, you can enter your supplier and client separately in the appropriate places but there’s no way to link the two records. I’ve converted this to a “feature” so that it may be considered later on in our development plan.

[Joe]

You may find the following posting useful:

@Joe

First, you will need to create a new bank ‘Contra’ Holding Bank Account, you then need to update both the sales and purchase invoices as paid to/from the ‘Contra’ bank account.

[Wordcatcher]

I need a way for authors to see what they’ve spent with me, and what I’ve paid in royalties - so this is an essential function for me.

Assuming I have duplicate records for them as both supplier and client, can I set up an API or another automated method of extracting the information and consolidating it elsewhere?