How to fix if customer and vendor contacts are interchanged?

Cause:

Customer contacts in accounts receivable system and vendor contacts in accounts payable system are getting interchanged. This issue arises when the company type configuration allows mixing of different company types (e.g., customers, vendors, employees) across Accounts Payable and Accounts Receivable. Without proper configuration, customers may inadvertently be added as vendors.

Resolution:

To address this, contact Peakflo support team at support@peakflo.co to share your preferred configuration for company contacts. Here's how it works:

1. Configuration Option for Mixed Company Types:

This enables users to select any company type within any module, allowing for the addition of contacts as customers, vendors, or employees. As a result, these contacts can be seamlessly interchanged as needed.

2. Configuration Option for Not Mixed Company Types:

This enforces strict separation of company types:

• In Accounts Payable Module, only vendors can be selected.
• In Accounts Receivable Module only customers can be selected.
• In Travel and Expense Module only employees can be selected.