Path: Admin > Client Info / Linked Accounts Tab
The Linked Accounts Tab is available in WebTMA Plus only. Linked Accounts can be used to track expenditures and collections for specific linked accounts on a global basis (Admin > Client Info), on a Repair Center basis (Organization > Repair Center), or both. If both are established, WebTMA looks first to the Repair Center and then to Client Info. If no account is available on the Repair Center or the transaction is not linked to the Repair Center, costs roll up to the Client Info / Linked Accounts window. During Receivings, costs roll up to the accounts established in the fields on this window.
Linked Account Details
The Default Cash Account # field is used to store the account number normally used for payments.
The Accounts are set up in the WebTMA Accounting > Accounts window. A separate Account must be established for each of the following Accounts that are established:
- Accounts Payable Expense or Cost of Sales Account for Freight
- Accounts Payable Discounts Taken on Invoices
- Accounts Receivable Income Account for Freight on Sales Orders
- Accounts Receivable Collected Markup
- Accounts Receivable Discounts Given
Changing or unlinking an Account that has amounts in it will not zero out the Account. Amounts cannot be moved from a Linked Account to other Accounts.
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