At times it is necessary to merge accounts for housekeeping purposes. The system has built-in functionality facilitate this however, the following should be noted:

• All transactions, including historical transactions, will be changed to new account name.
• The changes also affect historical reporting. Reports will carry the new merged account name.
• If any of the accounts were archived at a site, the account will be removed from the archive after the operation.
• At the end of the operation the original account that was merged still exists in the system, however it is automatically archived.
• Changes cannot be reversed.

Fig 1 - Merge Accounts Link

• Click the ‘Setup’ Tab > Account Admin.
• Click the Merge Account link.

Fig 2 - Merge Account Instruction I

Fig 3 - Account to be Merged

• Search for the account to be merged. In this example the ‘Beverage Wastage’ account will be merged with the ‘Bar Wastage’ account.

Fig 4 - Merge Account Instruction II

Fig 5 Account to Merge With

• Search for the account that the account selected in Fig 3 is to be merged with.

Fig 6 - Merge Accounts Confirmation

• The system will display the message shown in Fig 6.
• Click the green ‘Next’ Button.

Also See

• Inventory | Restaurants - Create or Edit Accounts

• Inventory | Restaurants - Removing an Account

• Inventory | Restaurants - Searching for an Account

• Inventory | Restaurants - Updating an Account Nominal Code to Site or Sites