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Client Resources
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EBMS Main Documentation
- Introduction
- Getting Started
- Getting Started | Initial Installation
- Getting Started | Company Setup
- Quick User Guide | Financial Staff | Accountant
- Quick User Guide | Financial Staff | Accountant | Accountants Journal
- Quick User Guide | Sales Staff
- Quick User Guide | General Staff
- Features
- Reports
- Reports | Excel Add-In
- Reports | Excel Add-In | Troubleshooting
- Security
- Server Manager
- Technical
- Technical | Data Import and Export Utility
- Technical | SQL Mirror
- Automotive
- Automotive | Parts Catalog
- Automotive | Pricing
- Automotive | Point of Sale
- Automotive | Product Application
- Automotive | Keystone Interface
- Metal Supply
- Fuel Sales
- Horticulture
- Horticulture | Farm Setup
- Horticulture | Processing Payroll
- Horticulture | Managing the Farm
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Sales
- Introduction
- Customers
- Customers | Miscellaneous Customers
- Proposals
- Proposals | Processing Proposals
- Proposals | Sets and Templates
- MyProposals
- MyOrders
- Sales Orders
- Invoices
- Materials Lists
- Sales and Use Tax
- Sales and Use Tax | TaxJar
- CRM
- CRM | Auto Send
- Recurring Billing
- Credits
- Customer Payments
- Payment Card Processing
- Payment Card Processing | Gift Cards
- Payment Card Processing | Loyalty Cards
- Payment Card Processing | Verifone Gateway
- Freight and Shipping Tools
- General Ledger Transactions
- Point of Sale
- Point of Sale | Point of Sale Hardware
- Point of Sale | Xpress POS System
- Point of Sale | Advanced Tools
- Signature Capture
- Salesperson Commissions
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Inventory
- Product Catalog
- Product Catalog | Using Product Codes for No Count Items
- Product Pricing
- Product Pricing | Special Pricing
- Tracking Counts
- Unit of Measure
- Purchasing
- Special Orders and Drop Shipped Items
- Receiving Product
- Barcodes
- MyInventory and Scanner
- Components (BOM) and Accessories
- Components (BOM) and Accessories | Component Formula Tool
- Made-to-Order Kitting
- Configure-to-Order Kitting
- Multiple Inventory Locations
- Multiple Inventory Locations | Creating Locations
- Multiple Inventory Locations | Using Multiple Locations
- Multiple Inventory Locations | Product Catalog Sync
- Multi-Vendor Catalog
- Serialized Items
- Serialized Items | Purchasing or Manufacturing an Item
- Serialized Items | Selling and/or Associating an item with a customer
- Lots
- Product Attributes
- Product Attributes | Selling and Purchasing Items with Attributes
- Product Attributes | Custom Attributes
- Mobile Scanner (Legacy)
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Labor
- Getting Started
- Workers
- Taxes and Deductions
- Work Codes
- Time and Attendance
- Time and Attendance | Time Track App
- Processing Payroll
- Closing the Payroll Year
- Processing Payroll - Advanced
- Salaried Pay
- Piecework Pay
- Direct Deposit
- 3rd Party Payroll Service
- Subcontract Workers
- Flag Pay
- Prevailing Wages
- MyDispatch
- MyTasks
- MyTime
- MyTime | Communications
- MyTime | Setup
- Tasks
- Tasks | Getting Started
- Tasks | Creating Tasks
- Tasks | Scheduling Tasks
- Tasks | Customizing Task Views
- Tasks | Managing Tasks
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Financials
- Introduction
- Fiscal Year
- Chart of Accounts
- Budget
- Financial Reporting
- Transactions and Journals
- Transactions and Journals | Journals
- Account Reconciliation
- 1099
- Departments and Profit Centers
- Fund Accounts
- Bank Accounts
- Bank Feed
- Vendors
- Vendors | Miscellaneous Vendors
- Purchase Orders
- Expense Invoices
- Vendor Payments
- AP Transactions
- Landed Cost
- Fixed Assets and Depreciation
- Fixed Assets and Depreciation | Fixed Assets
- Fixed Assets and Depreciation | Fixed Assets | Adding Assets
- Fixed Assets and Depreciation | Processing Depreciation
- Fixed Assets and Depreciation | Disposing Assets
- MyJobs
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E-commerce
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Rental
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Job Costing
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Manufacturing
Merging Accounts vs. Deleting Accounts
When to merge or delete an account in EBMS
EBMS does not allow a user to delete an account that contains transactions, so it is recommended that accounts be merged rather than deleted where possible. Merging accounts will minimize the number of inactive records.
Accounts should be merged when a duplicate account was mistakenly created. EBMS contains many account types, such as customers, venders, inventory items, general ledger, task types, inventory warehouses, and sales tax rates. Within these account types, two accounts can be merged. Documents such as invoices, journal entries, inventory transfers, and other transaction documents cannot be merged.
Video: Change ID ERP Support Training
Complete the following steps to merge an account:
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For this example, we will use a customer account type. Open the target account that will receive the history from the merged account. This will be the primary account going forward. In this example, the selected customer account is American Retailers (AMERET).
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Right click on the account ID and select Merge Customer Accounts to open the following dialog. (Note: The same merge action will have different names for different types of accounts - Merge Vendor Accounts, Merge Inventory Items, etc. If a merge can take place, some kind of merge action option will appear in the right-click context menu.) Merges can connect two accounts of the same type. A customer account cannot be merged into a vendor account, for example.
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Select an account to delete. (In this example, this is the "Customer to delete" option.) Note that the history will be copied to the account receiving history, but the account details on the account to delete will be permanently deleted. This action cannot be reversed, so double check that you have entered the correct account information.
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Click the Merge button to complete the merge. In this example, AMERET (American Retailers) will absorb all the recorded history and activity from the CHURCHR customer account and the CHURCHR account information will disappear from EBMS.
Batch Merging
EBMS offers an additional utility to batch merge product items and general ledger accounts. Review the following for more details on changing items using a spreadsheet:
- Customers: Review Changing IDs or Merging Customers to merge customers.
- Vendors: Review Changing IDs or Merging Vendors to merge vendors.
- Inventory Items: Review Changing Ids or Merging Products for steps to merge products in a batch.
- General Ledger accounts: Review Changing, Merging, or Moving G/L Accounts for details on this batch process.
Note that workers and jobs cannot be merged.