1 Jun 2023 | Windward Software
National Accounts
The webinar by Windward Software focused on the national accounts feature in System Five. The feature allows linking of parent customer accounts with subsidiary accounts, where invoices can be managed in both directions. Key points explained include the setup process, how a parent company pays invoices for subsidiaries and the interface of managing these accounts.
Ivory moderated the webinar and Abby, a software specialist with Windward Software, presented the topic.
The webinar focused on the system Five’s National Accounts feature, enabling customers' accounts to have subsidiaries. This was to enable a parent company to manage invoices for subsidiary companies and vice versa.
The setup process was highlighted, requiring enabling the feature in the setup wizard, associating a parent or national customer, and associating subsidiaries.
The webinar included a live demonstration, showing how a national account or parent company pays invoices for its subsidiaries.
User inquiries were addressed, like if customer's can have only one invoice assigned to a national account and how invoices can be forwarded to a warranty company.
Abby shared resources, including Windward Software’s help center, knowledge base, customer care portal, support avenue for system down scenarios, and professional service guidance for working within System Five.
The moderator announced an upcoming webinar about the “rental checklist set-up and function” scheduled for June 15th, 1PM Pacific Time.
Post presentation, the team seemed open to further interactions and providing additional support to questions asked, promising to individually follow up in case of complex questions.
0:01
Hello and good afternoon, everyone. Thank you for joining our Web Windward webinar for today.
0:07
My name is ivory and I will be your moderator for today's presentation.
0:12
Of the end of this presentation, we will take some of your questions and you may want to enter them into the question box. Just make sure that they are detailed and specific. And just in case, it is a question coming from something that we need to go over from the start of the presentation.
0:28
And also, that will also make it. make sure that we know exactly what you're talking about.
0:33
Any questions that we can't answer today, we can answer them offline afterwards.
0:37
Or you can submit a ticket on the portal at support dot when we're software dot com, and all sorts of work and be able to help you with any out with any of your questions.
0:50
And also, now, you can access past webinars presentation on our website.
0:54
All of our presentations are there at WWW dot winward software dot com slash webinar, So you'll be able to see everything in there. So, for today's presentation, we're going to be discussing invoice, sorry, national accounts.
1:10
This is a great topic, especially if you are somehow looking forward to see a feature that allows customers accounts to have subsidiaries.
1:23
Also, no.
1:26
Our speaker for the day is Abby, And Abby is, uh, is one of our tenured software specialist, and she is with a company for four years now.
1:38
So let's take away. Let's get it started, Abby.
1:43
Ivory. Hi, everyone. Good afternoon. Thank you for joining us today. And yes, my name is Abby, and I'll be your presenter for today's webinar, which is all about national accounts. And without further ado, let's get started.
2:01
All right.
2:02
In this webinar, we will be discussing what is National accounts, how to set it up and how will the national account or barrick copy.
2:15
Parent company pays the invoices for its subsidiaries.
2:19
All right, now what? What is national accounts?
2:23
National Accounts counts is a feature or an option in System five where you can link the current customer account, do a single parent customer record or link a number of subsidiary accounts to the Current Account or both.
2:41
The National Academy Parent Company is normally invoiced and paste the invoices braced subsidiaries.
2:48
And also, a subsidiary can also have a subsidiary. Then invoices are normally made to the subsidiary.
2:57
Also, statements and payments are made by the parent or national account.
3:05
And the subsidiary National Credit Limits are checked when making invoices.
3:11
Invoices can also be made to the head office.
3:17
And now, we will proceed to the setup.
3:21
And, in order for us to be able to use that feature, we have to enable it first in the setup wizard.
3:30
So, from your Navigator or from the menu, go to Setup Tools.
3:36
Setup Always alright, customers, national subsidiary accounts, and then check the checkbox use National Parent, or subsidiary caps.
3:49
Take Note, all customer records involved in national or subsidiary relationship must be Approach Type Count as set off the National Tap.
4:00
Now, here are the steps How to associate a parent or national customer account to the customer record like making it a subsidiary account.
4:10
So, first, the National Accounts tab that this subsidiary account is financed by a parent company checkbox to open my defined customer window.
4:26
So, I'll either check this box or check this.
4:31
This subsidiary cop is famous by a bank, account to select or too late, the parent account for parents.
4:42
And next, find and select the national or parent record to shape the customer to listen as a subsidiary.
4:51
Once selected, defined customer window closes, and the parent record conduct details are displayed in the top version tab.
5:00
So what's after you length the parent account, it will then show you that information of that parent customer.
5:11
And to view parent customer account details, The View button, to open the Customer Details window with the customer record display.
5:21
So if you wanna look at the parent record, or the parent customer record, just it is, do you.
5:34
Click OK to save your settings.
5:39
Next, to associate one or more subsidiary customer accounts, to the customer record firsts, Click on a black active cell to open the find customer withheld.
5:52
So to add a subsidiary account, just click this, clap, active cell, select or the subsidiary customer and then find and select a customer record to associate the customer. As a subsidiary once, selected defined, Customer window closes and a subsidiary Customer record contact details are displayed in the blood pressure taps.
6:20
So after you select the subsidiary account, it will show you that this list.
6:29
Dan.
6:34
Subsidiary customer details, like a checkmark icon.
6:39
on the desired road, to open the Customer Details window.
6:43
With a subsidiary column subsidiary Customer Record Details Displayed.
6:48
So again, if you want to view the customer record.
6:53
You're a subsidiary of the subsidiary couches, click this green check mark and it will, it will be redirected to the customer record.
7:08
And too few subsidiary invoices, you just need to go to the Invoices tab.
7:15
And click include subsidiaries.
7:25
If you the total down, only for all associated subject their accounts, view the national balance value in the fall OUS.
7:38
Then click OK to save your settings.
7:42
Well, let's click Close to close the window.
7:45
All right, now I'm gonna pull up my demo where our live demonstration to show you how the national account or parent company pays invoices for each subsidiaries.
8:02
All right.
8:03
Again, in order for us to be able to use that feature, we have to enable it first in the setup wizard.
8:10
So, that navigator, the venue, go to setup tools.
8:16
Set up Missouri.
8:20
And that is under customers.
8:25
National subsidiary accounts and check this box, use national apparent subsidiary accounts, and close the window to save it. So, I'm just going to minimize this because it will take a couple of seconds to close.
8:37
So, yeah, just keep that in mind, that.
8:42
And now, ah, I'll, we'll be pulling up, as a customer, I will link the parent company, our parent customer.
9:01
And the parent company Is Smith Gluts reactions.
9:18
And, again, take note of that: the Account type, Other Financial tab should be charge.
9:25
All right, now, we're going to the National Account Staff.
9:31
And let's say, OK, I have already set it up at length just to show you. So, again, Delink the parent account, just like this Block's orange, is simply click this.
9:44
And this will pop up for you to select the Parent Accounts, so that it's, OK, Click OK.
9:55
And then after that, we'll show you.
9:58
that's information. And if you want to go to this customer's record or apparent customer's record, just click this view.
10:15
All right, and if you go here, Shell is a subsidiary account or this customer.
10:24
And if you want to add more more subsidiary accounts, just click this, laugh at that cell, under the color, and then just select the Customer.
10:39
OK, and, again, if you want to open this record, just click this green checkmark.
10:47
And then, when you are in, OK, this is the parent account. So, if you'll want to see the subsidiary invoices, though, to invoice your staff.
11:01
And that includes subsidiaries.
11:04
And we can see here that we have one invoice from, from James Smith is the subsidiary account for its customer.
11:14
So, we held, ah, or this customer has a balanced package, hundred dollars and 13%.
11:24
All right, and if you want to see the total national Dalles, just go or see it from the national accounts cap.
11:37
And also make sure that their type is charge, tap.
11:46
OK, now, I'm going to show you.
11:51
How is paying customer pays the invoice from its subsidiary I've been on this.
12:07
All right.
12:07
So, navigator, go to sales, payments, and accounts, and payment, or, go, accounts receivable.
12:19
Payments and account, payment.
12:28
Let's see, distraction.
12:31
So here's the key.
12:36
It's, so here's the subsidiary invoice.
12:41
just double. Like.
12:42
If it should be a full payment or if it's just a partial payment, just mentally type it in, say $50, add those to the gender gap to counter it, say.
13:02
And yeah, that would complete the process.
13:07
So it's just a usual way.
13:13
Applying the payments of the customer's invoices through payments on accounts.
13:20
And I guess that would be all for today's webinar, is the How, if you have questions or clarifications. you may drag it down.
13:32
Thank you so much Abby for that presentation Again.
13:37
Yes, we do have a question come in from Deborah.
13:40
He says, How can several invoices from one account, even if it's me, it is not a national, I can be sent via e-mail?
13:49
Or, Is this not an option?
13:57
You repeat it again please Ah.
13:59
How can several invoices from one account even, if it is not a national account, be sent via e-mail or is not an option?
14:11
Ah ah I guess I have to double check that app.
14:17
Debora, OK.
14:21
OK, another one is, Can customer be set up?
14:24
Do you have one, only one invoice assigned to a national account?
14:33
OK, one invoice assigned to a national account.
14:44
OK, Um, actually.
14:47
It is, yeah, it is possible It's up to you, if you want To just have one voice O two.
14:57
to that national account like it, it's there is, ah, because he can it can actually for eight or late a subsidiary, one or more subsidiary account, ah.
15:14
Great. Or how one or more invoices.
15:19
So, yeah, it's up to you. You can know that is possible.
15:29
Great, Thank you, Abby.
15:31
No more questions.
15:35
Yeah, well, you guys are still probably awaiting or typing in your questions.
15:42
I'd like to take this opportunity to invite everyone for next Ah webinar coming in on June 15th.
15:51
That is regarding rental checklist set up and function. If you guys are interested or if you're using rental feature in the system. Please. Yeah, you may actually attend or register on that particular webinar that would surely be helpful for you.
16:08
And that's going to be on June 15th at 1 0 PM Pacific Time.
16:18
OK, so there's another one here, Aviv, from Gerard.
16:23
He says For clarification, some of our customers pay there: invoices directly, but sometimes as far orangey invoices, it is not to be paid for by the customer but needs to be assigned to a warranty company.
16:45
Is that?
16:57
OK, ah, Maybe able to better for me to get back to you after this webinar, I will double check it, OK?
17:08
Yeah, I was a customer is a gerrard, So, yeah, OK, John, can you send us your company name as well, so we can able to create a ticket for you, and have Abby discuss it with you after?
17:36
The company name, Abby, if you can take note, it's, bread source home furnishing.
17:42
Oh, yeah.
17:45
OK, so Yeah, Yes, We're still waiting eyes, if you have any Yeah, more questions, you still have time to answer that one for you?
18:02
And Abby, while waiting for their questions, you might want to add some of the informations?
18:10
Oh, yeah, sure.
18:29
So, again, if you want to sign up for future webinars or view recorded events, you can go to windward software dot com slash webinars and for our available resources, we have Help Center.
18:49
Ah, just go to ... dot com slash help and you'll want to search our knowledge base, Submit Amtrack support tickets.
19:00
You can sign up, uh, per customer pool to customer care portal, just go to support at ... dot com.
19:09
And if you want to spin up, your employees, have listened based topics, go to academy At link board, on cloud dot com.
19:20
And if you experienced the entire system down and able to take payment cannot like into system five are recovering from a power outage, just submit immediately and aversions to get to link right software dot com slash merchants.
19:43
And if you want to get guidance from one of our Professional Services Specialist, working with system integrity or with accounting role based plan, Just contact your Account manager or a coach, or Dark Keto to write software dot com slash professional services.
20:03
That would be all.
20:06
Thank you. So much Abby for that. Additional details. Again, if you guys still have questions, you may Android now.
20:19
Yeah, Waiting for you guys if she's still have one, or if you don't, um, yes, so that will be the end of our presentation for today. Again, I'd like to thank you guys for coming into our presentations for today.
20:34
And Hopefully, we can be able to meet you guys again on our next webinar session.
Hello and good afternoon, everyone. Thank you for joining our Web Windward webinar for today.
0:07
My name is ivory and I will be your moderator for today's presentation.
0:12
Of the end of this presentation, we will take some of your questions and you may want to enter them into the question box. Just make sure that they are detailed and specific. And just in case, it is a question coming from something that we need to go over from the start of the presentation.
0:28
And also, that will also make it. make sure that we know exactly what you're talking about.
0:33
Any questions that we can't answer today, we can answer them offline afterwards.
0:37
Or you can submit a ticket on the portal at support dot when we're software dot com, and all sorts of work and be able to help you with any out with any of your questions.
0:50
And also, now, you can access past webinars presentation on our website.
0:54
All of our presentations are there at WWW dot winward software dot com slash webinar, So you'll be able to see everything in there. So, for today's presentation, we're going to be discussing invoice, sorry, national accounts.
1:10
This is a great topic, especially if you are somehow looking forward to see a feature that allows customers accounts to have subsidiaries.
1:23
Also, no.
1:26
Our speaker for the day is Abby, And Abby is, uh, is one of our tenured software specialist, and she is with a company for four years now.
1:38
So let's take away. Let's get it started, Abby.
1:43
Ivory. Hi, everyone. Good afternoon. Thank you for joining us today. And yes, my name is Abby, and I'll be your presenter for today's webinar, which is all about national accounts. And without further ado, let's get started.
2:01
All right.
2:02
In this webinar, we will be discussing what is National accounts, how to set it up and how will the national account or barrick copy.
2:15
Parent company pays the invoices for its subsidiaries.
2:19
All right, now what? What is national accounts?
2:23
National Accounts counts is a feature or an option in System five where you can link the current customer account, do a single parent customer record or link a number of subsidiary accounts to the Current Account or both.
2:41
The National Academy Parent Company is normally invoiced and paste the invoices braced subsidiaries.
2:48
And also, a subsidiary can also have a subsidiary. Then invoices are normally made to the subsidiary.
2:57
Also, statements and payments are made by the parent or national account.
3:05
And the subsidiary National Credit Limits are checked when making invoices.
3:11
Invoices can also be made to the head office.
3:17
And now, we will proceed to the setup.
3:21
And, in order for us to be able to use that feature, we have to enable it first in the setup wizard.
3:30
So, from your Navigator or from the menu, go to Setup Tools.
3:36
Setup Always alright, customers, national subsidiary accounts, and then check the checkbox use National Parent, or subsidiary caps.
3:49
Take Note, all customer records involved in national or subsidiary relationship must be Approach Type Count as set off the National Tap.
4:00
Now, here are the steps How to associate a parent or national customer account to the customer record like making it a subsidiary account.
4:10
So, first, the National Accounts tab that this subsidiary account is financed by a parent company checkbox to open my defined customer window.
4:26
So, I'll either check this box or check this.
4:31
This subsidiary cop is famous by a bank, account to select or too late, the parent account for parents.
4:42
And next, find and select the national or parent record to shape the customer to listen as a subsidiary.
4:51
Once selected, defined customer window closes, and the parent record conduct details are displayed in the top version tab.
5:00
So what's after you length the parent account, it will then show you that information of that parent customer.
5:11
And to view parent customer account details, The View button, to open the Customer Details window with the customer record display.
5:21
So if you wanna look at the parent record, or the parent customer record, just it is, do you.
5:34
Click OK to save your settings.
5:39
Next, to associate one or more subsidiary customer accounts, to the customer record firsts, Click on a black active cell to open the find customer withheld.
5:52
So to add a subsidiary account, just click this, clap, active cell, select or the subsidiary customer and then find and select a customer record to associate the customer. As a subsidiary once, selected defined, Customer window closes and a subsidiary Customer record contact details are displayed in the blood pressure taps.
6:20
So after you select the subsidiary account, it will show you that this list.
6:29
Dan.
6:34
Subsidiary customer details, like a checkmark icon.
6:39
on the desired road, to open the Customer Details window.
6:43
With a subsidiary column subsidiary Customer Record Details Displayed.
6:48
So again, if you want to view the customer record.
6:53
You're a subsidiary of the subsidiary couches, click this green check mark and it will, it will be redirected to the customer record.
7:08
And too few subsidiary invoices, you just need to go to the Invoices tab.
7:15
And click include subsidiaries.
7:25
If you the total down, only for all associated subject their accounts, view the national balance value in the fall OUS.
7:38
Then click OK to save your settings.
7:42
Well, let's click Close to close the window.
7:45
All right, now I'm gonna pull up my demo where our live demonstration to show you how the national account or parent company pays invoices for each subsidiaries.
8:02
All right.
8:03
Again, in order for us to be able to use that feature, we have to enable it first in the setup wizard.
8:10
So, that navigator, the venue, go to setup tools.
8:16
Set up Missouri.
8:20
And that is under customers.
8:25
National subsidiary accounts and check this box, use national apparent subsidiary accounts, and close the window to save it. So, I'm just going to minimize this because it will take a couple of seconds to close.
8:37
So, yeah, just keep that in mind, that.
8:42
And now, ah, I'll, we'll be pulling up, as a customer, I will link the parent company, our parent customer.
9:01
And the parent company Is Smith Gluts reactions.
9:18
And, again, take note of that: the Account type, Other Financial tab should be charge.
9:25
All right, now, we're going to the National Account Staff.
9:31
And let's say, OK, I have already set it up at length just to show you. So, again, Delink the parent account, just like this Block's orange, is simply click this.
9:44
And this will pop up for you to select the Parent Accounts, so that it's, OK, Click OK.
9:55
And then after that, we'll show you.
9:58
that's information. And if you want to go to this customer's record or apparent customer's record, just click this view.
10:15
All right, and if you go here, Shell is a subsidiary account or this customer.
10:24
And if you want to add more more subsidiary accounts, just click this, laugh at that cell, under the color, and then just select the Customer.
10:39
OK, and, again, if you want to open this record, just click this green checkmark.
10:47
And then, when you are in, OK, this is the parent account. So, if you'll want to see the subsidiary invoices, though, to invoice your staff.
11:01
And that includes subsidiaries.
11:04
And we can see here that we have one invoice from, from James Smith is the subsidiary account for its customer.
11:14
So, we held, ah, or this customer has a balanced package, hundred dollars and 13%.
11:24
All right, and if you want to see the total national Dalles, just go or see it from the national accounts cap.
11:37
And also make sure that their type is charge, tap.
11:46
OK, now, I'm going to show you.
11:51
How is paying customer pays the invoice from its subsidiary I've been on this.
12:07
All right.
12:07
So, navigator, go to sales, payments, and accounts, and payment, or, go, accounts receivable.
12:19
Payments and account, payment.
12:28
Let's see, distraction.
12:31
So here's the key.
12:36
It's, so here's the subsidiary invoice.
12:41
just double. Like.
12:42
If it should be a full payment or if it's just a partial payment, just mentally type it in, say $50, add those to the gender gap to counter it, say.
13:02
And yeah, that would complete the process.
13:07
So it's just a usual way.
13:13
Applying the payments of the customer's invoices through payments on accounts.
13:20
And I guess that would be all for today's webinar, is the How, if you have questions or clarifications. you may drag it down.
13:32
Thank you so much Abby for that presentation Again.
13:37
Yes, we do have a question come in from Deborah.
13:40
He says, How can several invoices from one account, even if it's me, it is not a national, I can be sent via e-mail?
13:49
Or, Is this not an option?
13:57
You repeat it again please Ah.
13:59
How can several invoices from one account even, if it is not a national account, be sent via e-mail or is not an option?
14:11
Ah ah I guess I have to double check that app.
14:17
Debora, OK.
14:21
OK, another one is, Can customer be set up?
14:24
Do you have one, only one invoice assigned to a national account?
14:33
OK, one invoice assigned to a national account.
14:44
OK, Um, actually.
14:47
It is, yeah, it is possible It's up to you, if you want To just have one voice O two.
14:57
to that national account like it, it's there is, ah, because he can it can actually for eight or late a subsidiary, one or more subsidiary account, ah.
15:14
Great. Or how one or more invoices.
15:19
So, yeah, it's up to you. You can know that is possible.
15:29
Great, Thank you, Abby.
15:31
No more questions.
15:35
Yeah, well, you guys are still probably awaiting or typing in your questions.
15:42
I'd like to take this opportunity to invite everyone for next Ah webinar coming in on June 15th.
15:51
That is regarding rental checklist set up and function. If you guys are interested or if you're using rental feature in the system. Please. Yeah, you may actually attend or register on that particular webinar that would surely be helpful for you.
16:08
And that's going to be on June 15th at 1 0 PM Pacific Time.
16:18
OK, so there's another one here, Aviv, from Gerard.
16:23
He says For clarification, some of our customers pay there: invoices directly, but sometimes as far orangey invoices, it is not to be paid for by the customer but needs to be assigned to a warranty company.
16:45
Is that?
16:57
OK, ah, Maybe able to better for me to get back to you after this webinar, I will double check it, OK?
17:08
Yeah, I was a customer is a gerrard, So, yeah, OK, John, can you send us your company name as well, so we can able to create a ticket for you, and have Abby discuss it with you after?
17:36
The company name, Abby, if you can take note, it's, bread source home furnishing.
17:42
Oh, yeah.
17:45
OK, so Yeah, Yes, We're still waiting eyes, if you have any Yeah, more questions, you still have time to answer that one for you?
18:02
And Abby, while waiting for their questions, you might want to add some of the informations?
18:10
Oh, yeah, sure.
18:29
So, again, if you want to sign up for future webinars or view recorded events, you can go to windward software dot com slash webinars and for our available resources, we have Help Center.
18:49
Ah, just go to ... dot com slash help and you'll want to search our knowledge base, Submit Amtrack support tickets.
19:00
You can sign up, uh, per customer pool to customer care portal, just go to support at ... dot com.
19:09
And if you want to spin up, your employees, have listened based topics, go to academy At link board, on cloud dot com.
19:20
And if you experienced the entire system down and able to take payment cannot like into system five are recovering from a power outage, just submit immediately and aversions to get to link right software dot com slash merchants.
19:43
And if you want to get guidance from one of our Professional Services Specialist, working with system integrity or with accounting role based plan, Just contact your Account manager or a coach, or Dark Keto to write software dot com slash professional services.
20:03
That would be all.
20:06
Thank you. So much Abby for that. Additional details. Again, if you guys still have questions, you may Android now.
20:19
Yeah, Waiting for you guys if she's still have one, or if you don't, um, yes, so that will be the end of our presentation for today. Again, I'd like to thank you guys for coming into our presentations for today.
20:34
And Hopefully, we can be able to meet you guys again on our next webinar session.
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