National Accounts

National Accounts Management for Dynamics SL

Take control of your accounts receivable process with automation tools that reduce manual follow-ups, increase on-time payments, and improve cash flow—seamlessly integrated with your ERP system.

Turn Outstanding Invoices into Predictable Cash Flow

National Accounts for Dynamics SL

Managing customers with parent-child relationships shouldn’t require manual workarounds or disconnected processes. Crestwood’s National Accounts module for Microsoft Dynamics SL allows you to group customers under a parent company, consolidate billing, and apply payments across related accounts—reducing time spent reconciling and improving financial accuracy.

 

Key Capabilities:

  • Apply payments to both parent and child accounts
  • Auto-apply payments based on user-defined sorting and filters
  • Consolidate statements and perform credit checks at the parent level
  • Assign and manage customer relationships with full visibility
  • Access detailed payment application history through a dedicated inquiry screen
  • Improve control and accuracy across complex AR scenarios

 

Compatibility:

  • Compliant with Microsoft Dynamics SL 2011, SL 2015, and SL 2018
  • Requires Dynamics SL Customization Manager

Ready to Simplify Customer Payment Management?

Managing National Accounts doesn’t have to be complex. Crestwood’s solution helps you reduce reconciliation headaches, improve collections accuracy, and streamline your AR operations—directly within Dynamics SL.

 

Let’s explore how it can work for your business.