Topics containing #accounts

Hi

All system generated email, including account receivable statements, ledger statements, reports and notifications are going out from one common system level account. We have three entities in the system with eight branches, totally. Three entities are independent of each other. Default email accounts for system notifications or for any other purpose need to be company specific. We cannot use single account. In fact, we would ideally want to have branch level default account. Does Tuhund have the option of setting default system email account on branch level?

Thanks in advance

We want to auto email ledger statements to all our customers and vendors with custom content. We do not want to use default content with which emails go automatically from system. The purpose is to request customers and vendors to match the balance as per their record with our statement as on closing of 30/09/2023. The list of dynamic fields for use in PDF is there, but I do not see the list of fields that is available in the email. For this email we want to add more information in the email body and in subject so that for those parties who fined the balance correct do not need to open the PDF. 
We also want to make use of the contact forms module in Tuhund so that people who want to dispute or give any other information can do so by clicking the link in the email, we we get it in actionable form in our system. Preferable auto-assign to concerned person in our company.
This will be really of great help for consolidation of our books of accounts and matching with other parties.

A quick reply will be highly appreciated. We would very much like to start sending account statements from tomorrow. We will send in batches. First all customers, then all vendors and finally all other parties. 

For some of our large customers, the system is automatically charging TCS. For most such customers it is fine. It is happening for only a few. What could be the reason and how can it be fixed?

We have a select list of customers. Just about 8 to 10. We want to block the system from auto-emailing ledger statements to them. For all other customers, it should be normal.

We are ready to start giving access to some of our customers to the customer portal. Before moving on, we need the following clarifications :

1. Is there any limit on the number of customer accounts? In case there is a limit, can the limit be extended?

2. Can there be multiple accounts for different users of same company? If yes, can their access be controlled individually?

3. Is there a way of known which customer, rather which user of which customer, has logged in at what time?

We are entering opening balances using the form shown by Mr. Abhishek. System has created sub-ledger with name balancing account automatically. We have no such ledger in our old system. Why has Tuhund created this ledger? Is it required and will this not show as mismatch compared to our old accounting system?

When we account expense claims, we want the amount to be credited to petty cash account. Now it is credited to individual accounts for every claimer. How can we change it?

I had to add same bank accounts while preparing payment vouchers for different branches of our company and it resulted in 17 accounts and in actual there are only 6 accounts. Now this effects balances in bank accounts in the system. 

In almost all reports of accounts receivable we have a column for finance cost. On what basis is this finance cost calculated?