How to link new custcodes in Account Settings?

Web portal customer accounts can be linked to TownSuite Financial customer accounts.

The customer link is created through the Financial ,odule.

Log in to Financial > Accounts Receivable. Select the customer to be linked using the search option.

Once the customer has been selected, click the Other Information tab. In this tab there is another set of tabs from which the Web Services tab needs to be selected.

Search for the relevant customer in the web portal.

Click the Link Portal User button.

To view the linked account from the web portal, log in to the linked account and open the Your account page. From here, click Linked Accounts.

On this page you will see the account linked from the Financial module.