Hi there,

Hoping someone out there will be able to help me on this one.....

I have 90 customers in my AR 9.1A. They are all defaulted with Control Account Set ("CAS") #1 (Lets call it Operating Account). Their recurring charges, etc... all typically get invoiced against this CAS...and their payments get deposited into their Operating Bank account.

I now need to invoice each customer with a different, one-off, separate type of invoice (that will show under a different Account # on my balance sheet). The payments received for this one-off invoice will be deposited into a different bank account. I've opened a new CAS #2 (lets call it "Levy Account") with this bank info on it and a new control account #.

Without having to go in and manually change every customer's CAS set from #1 to #2, then key in the one-off invoice, then post them and then go and change the CAS all back from #2 to #1....how can I do this??

The problem I've run into in having it done this way, is that when I do go to deposit the payments for this one-off invoice, I have to again go in and change that particular customer's default CAS to match it, make my deposit batch, post it, and then change it back again. Then....inevitably......it ended up mixing the outstanding receivables on the balance sheet because some of the customers had active o/s amounts in CAS #1 when the invoice was keyed in.

Is there an easier way for me to do this?? I've tried going into company profile in AR and changing the default control account ("CAS") set from 1 to 2 and then keying the one-off invoice...but it still defaulted to CAS 1.

I need to keep the invoices under the same customer, but need them to show separately as outstanding receivables on my balance sheet. Just can't seem to figure it out ???

Thanks!
Orianne