A residual account is a statement of the general ledger account in the accounts, in several sub-accounts. The method used to divide a residual account into multiple sub-accounts is the combination of a customer number and the ledger account. A residual account provides a systematic overview of related items, as well as open and closed items. The residual account is closely linked to the automatic entries in the system where invoices, credit notes and payments are automatically recorded on each customer. A customer in CRM can act as both customer and supplier at the same time.
In a customer account, positive amounts (blue color) are what the customer has outstanding, ie what the customer owes. Negative amounts (red color) are outstanding amounts, ie what the customer has made up for them either in the form of a payment or credit notes.
In this module, it is possible to maintain customer accounts by performing operations to give the most concrete picture of the current situation.
In the leftover account you can select several records to link them. Supplier records you can also right-click and add bank.