Costpoint Online Help

Using the Help Search
Using the Help Search
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Customer Alias Subtask

Use this subtask to set up alternate customer IDs for the Customer Account on the Manage Customers screen.

When you select the Unidentified Customer Alias Match check box on the Manage Cash Receipt Preprocessor Settings screen, you enable Costpoint to use these alternate customer or payer names when processing the Import Cash Receipts application. During that process, Costpoint matches the customer ID against the dedicated code field in the bank file.

When you select the Unidentified Customer Alias Match check box and set up alternate customer IDs on this subtask screen, you enable Costpoint to make an additional match between the Payer (Remitting Party) Name and the Customer Name or Customer Name Alias.

Contents

Field Description
Customer Name Alias

Enter the alternate customer or payer names for the customer account that Costpoint can match to the Payer (Remitting Party) Name in the bank file that is used to generate cash receipts.