A redesigned Card Information window tracks more information about customers, vendors and employees

MYOB AccountEdge’s Card File has been redesigned to capture more information on your contacts and to integrate this information into your workflow, where applicable. The Card File Entry window has been renamed the Card Information window, and it now has a multi-tab format that makes it easy to see detailed information for each of your cards.

You now can track seven years of sales and purchases history for customers, vendors and employees, including history for the past five years, the current year and next year.

If you use AccountEdge’s job tracking features, you’ll find job information for each customer is summarized on the new Jobs tab in the Card Information window. Using buttons on this tab, you can create new job records and edit existing job information. (You also can continue to use the Jobs List, New Job and Edit Jobs windows in the General Ledger Command Center to create and monitor job records, if you like.)

Other new fields in the Card Information window include:

  • The country of residence
  • Up to five addresses and five contacts
  • The customer’s preferred payment method and credit card information, if the preferred payment method is a credit card
  • Three custom lists and three custom fields
  • Three phone numbers
  • A web address
  • A place for an employee or other contact picture

The Profile view of the Card Information window also includes an E-mail button that allows you to send a message directly from AccountEdge to your contact. (Depending upon how your default email program is set up, the messages you send from AccountEdge may be transferred to the email program’s out box, where you can review them before sending them.)

AccountEdge also allows previously available information to become individualized default entries through the contact card. This includes:

  • Sales and purchases layouts (one for data entry and one for printing)
  • Income or expense accounts to which you want to allocate your sales or purchases
  • Salesperson assigned to each customer
  • The customer billing rate for time billing invoices
  • Comments and shipping details

Your entries in the Card Information window will appear as default entries in the Sales and Purchases windows, saving you valuable time. In the past, you needed to make these entries every time you recorded a sale or purchase.

 

 

A redesigned Card Information window tracks more information about customers, vendors and employees