Configuring the customer collective account

In this article, you will learn what the customer collective account is used for and how to change its account number.

Contents

• Quick Guide
• What the customer collective account is for
• Changing the customer collective account

Quick Guide

1. Go to Settings / Studio / Master data (studio).
2. In the Finance card, open the three-dot menu and click Edit Finance.
3. Enter the account number in Customer collective account and click Save.

What the customer collective account is for

The customer collective account bundles all postings to the individual member accounts into one posting account for the tax consultant exports, for example the DATEV export. At the level of individual business transactions, the member accounts are still addressed. Their account number is the member number.

By default, the account number 10000 is stored.

Changing the customer collective account

Prerequisite: your role has the permission Configure accounting (category Settings, subcategory Finance).

1. Go to Settings / Studio / Master data (studio).
2. In the Finance card, open the three-dot menu and click Edit Finance.
3. Enter the new account number in Customer collective account. The field is mandatory and accepts 4 to 9 digits. The number must not already be used as a posting account in an accounting configuration that is active for this studio. Otherwise the software shows the message that the posting account number has already been assigned.
4. Click Save.

Note: This article was created with the help of artificial intelligence and editorially reviewed.