To enter selling details (customers only)

If you haven’t already read the Cards Overview, see Selling Details view (customer cards) for more information.

The Selling Details view of the Card Information window of the customer for whom you wish to enter selling details should be displayed.

  1. Click the Selling Details tab, if you haven’t already.

  2. Enter detail information about the customer including sale layout and credit terms information; this information will be entered automatically when the card is entered on a sale.

  3. Assign a tax code to the customer by entering it in the Tax Code field or by clicking on the Search icon and selecting a tax code from the displayed list. This is a mandatory field.

  4. Click the Use Customer’s Tax Code checkbox if you want the customer’s tax code you entered in Step 3 to override:

    • an item’s tax code in an item sale,

    • the Freight Tax Code in a service or item sale.

    • the allocation account tax code in a non-item sale to this customer, or

    • the allocation account tax code in a Write Cheque or Make a Deposit transaction.

  5. Continue to Enter payment details (customers).

To enter buying details (vendors only)

If you haven’t already read the Cards Overview, see Buying Details view (vendor cards) for more information.

The Card Information window of the vendor for whom you wish to enter buying details should be displayed.

  1. Click the Buying Details tab, if you haven’t already.

  2. Enter detail information about the vendor including purchase layout and credit terms information; this information will be entered automatically when the card is entered on a purchase.

  3. Assign a tax code to the vendor by clicking on the Search icon next to the Code field and selecting the required tax code from the displayed list. This is a mandatory field.

  4. Click the Use Vendor’s Tax Code checkbox if you want the vendor’s tax code you entered in Step 3 to override:

    • an item’s tax code in an item purchase,

    • the Freight Code in a service or item purchase,

    • the allocation account tax code in a non-item purchase to this customer, or

    • the allocation account tax code in a Write Cheque or Make a Deposit transaction.

  5. Continue to Make a Contact Log entry.

To enter payroll details (employees only)

If you haven’t already read the Cards Overview, see Payroll Details view (employee cards) for more information.

The Card Information window of the employee for whom you wish to enter payroll details should be displayed.

  1. Click the Payroll Details tab, if you haven’t already.

  2. Select the Residence Code and Work Code that apply to the employee. This information must be entered before the card can be used in the Write Paychecks window.

  3. Click the Info button to open the Employee Payroll Information window. Make entries and selections from the left side of the window.

    On the right side of the window, assign all the payroll categories (wages, deductions, accruals and payroll taxes) that apply to the employee.

    Your selections in this step are very important, because they are the key components in determining the employee’s net pay amount. Be sure you carefully select all the payroll categories that apply to this employee.

    Once you’ve made all the entries you need to make, click the OK button in the Employee Payroll Information window to assign the payroll information to the employee.

  1. Click the History button to enter payroll amounts for the pay periods before you started using AccountEdge.

Warning: If you change a card’s pay history

AccountEdge uses the figures displayed in the Pay History window on some reports. If you change a card’s pay history in this window, keep in mind that the change you make may not accurately reflect your actual totals.

Use care when making changes to the amounts displayed in this window. If you make a change and then want to use the previous amount, AccountEdge can’t automatically reconstruct the monthly totals.
  1. Click the Accruals button to enter carry-over amounts from the pay periods before you started using AccountEdge.

  2. Click the Time Billing button to open the Time Billing Card Setup window.

    In the Hourly Billing Rate field, enter the hourly rate you want to assign to this card.

    For employee and vendor cards, enter the cost of an hour of the employee’s or vendor’s time in the Cost Per Hour field. This information will be used to calculate sales history for time billing activities. Click OK.

  1. Continue to Make a Contact Log entry.

Creating cards - Step 2