Cards List

The Cards option opens the Cards List window, where you can display a list of the people and companies with whom you do business. From this window, you can open the Card Information window, where you can create a new Card File record or edit an existing Card File record.

Mailing Labels

The Mailing Labels option opens the Forms Selection - Print Mailing Labels window, where you can set up and print mailing labels for individual people or companies in the Card File.

Personalized Letters

The Personalized Letters option opens the Forms Selection - Personalized Letters window, where you can create a mail merge file containing information about individual people or companies in the Card File, for the purpose of creating letters customized with each person’s or company’s name.

Contact Log

The Contact Log option opens the View Contact Log window, where you can display a summary list of all contacts made to a specific person or company in the Card File. You can also open the Contact Log Entry window using this window, where you can access more detailed information about the individual contacts you’ve made.

Other Options Available in All Command Centers

To Do List

Use the To Do List option to open the To Do List window, where you can view the business tasks that affect your company on a regular basis. You can also use the To Do List to automatically act upon the tasks you need to perform, such as creating purchases for items whose quantities are low.

Inquiry

Use the Inquiry Registers option to open the Inquiry Register window, where you can view summary information about each of your company’s accounts, sales, purchases, cards, jobs and payroll information. This window also allows you to zoom to the windows in which the individual items were entered.

Analysis

Use the Analysis option to open windows that allow you to analyze a number of key aspects of your business. For example, you can analyze sales and profitability trends, estimate short-term cash needs and chart your progress on jobs. You also can see which accounts in your chart of accounts have the highest balances, which customers owe you money, and other information that can help you to make informed business decisions. Many Analyze windows allow you to view your company's information in table form or in graphical form, as pie charts or bar graphs. When you click Analysis in the Card File Command Center, the Analyze Balance Sheet window displays.

Reports

Use the Reports option to open the Index to Reports window. You can use this window to print virtually all of the reports available with MYOB AccountEdge; you also can display these reports on your computer screen if you like. Using selections in the Index to Reports window, you can customize your reports or export them to Microsoft Excel if you've chosen to install the MYOB OfficeLink feature.