Setting up the Associations module

  • 27/02/2024
  • 2 minutes to read

The Associations module facilitates the creation of customer associations, allowing you to group any number of customers, or vendor associations by combining multiple vendors. With this feature, you can view all open entries that belong to an association, making it easier to assign payments.

To set up the Associations module using the assisted setup:

  1. Use the Search icon, enter Assisted Setup, and select the related link.
  2. In the Continia Finance section, select Set up Associations.
  3. The wizard now allows you to assign payments and clear open entries for multiple accounts.

To set up Associations:

  1. Use the Search for page or report icon and search for Associations Setup, and select the related link.

  2. Use the settings to set up your associations. For example, use the following fields:

    • Association Nos. - enter the association number in this field. You can use a number series.
    • Select Associations - on the action bar, select associations. On the Associations page, you can add associations, select accounts for an association, and print a list of the association's open entries.
    • Select Customer/Vendor Linking - on the action bar, select Customer/Vendor Linking. On the Customer/Vendor Link list, you can connect customers and vendors.