Instructions in this article relate to Convert Debtors to Creditors located by searching or selecting in GLMax.
If you need to pay a debtor on a regular basis convert them to a creditor without entering all the information a second time. This option is available in GLMax.
- Select GLMax Company using Building Selector Tool.
- Search or select Convert Debtors to Creditors.
- Click OK to the message to Convert Debtor to Creditor.
- Select 'Local Only' or 'Local and Master Chart' and click OK.
- Select either BCMax or GLMax depending on where the debtor originates. If an owner in a building, select BCMax, if a debtor in a GLMax company select GLMax > click OK.
- Debtor information will now be located in Creditor Maintenance.
