Preventing accidental Debtor changes

When you make changes to a client who is linked to a debtor account you are prompted to ‘Copy Details to’ - at which time staff should check and confirm the changes.

However, if the client is linked to a 'multiple-client debtor account' (e.g. a Rest home) and the staff member accidentally copies the details across to your Rest home account will ‘disappear’ - as it will have been renamed with the Client details.

   

Setting Don't update name and address

Prevent this happening to your major accounts, go to:

• 3 Debtors
• 1 Maintain Debtors
• Recall one of your accounts (eg a Rest home account)
• F11 Next page
• Tick Don’t Update Name and Address

• F12 Accept Details

Making changes to associated clients at POS will no longer prompt to (or Copy across) to these Debtor accounts.

NB: Details on these debtor accounts will now need to be done in the Maintain Debtors area of the program – not POS.