If you select the Inactive Card option in the
Card Information window, the card will no longer appear in the
Select From List window when you enter a transaction.
You need to create separate cards: one as a customer, and one as a vendor. Then, instead of paying and collecting money for these purchases and sales, it may be more convenient to apply debit and credit transactions to your payables and receivables accounts for this customer. For more information, see
Dealing with a vendor who is also a customer.
If your Reminder Log contains lots of entries, you can purge some to reduce the size of your company file. Log entries don’t affect your other accounting records, so you can delete as many as you need to.
To begin purging Reminder Log entries, open the
Card File command centre, go to the
File menu and choose
Purge Reminder Logs. In the
Purge Reminder Logs window, you can select the period, card types and specific cards you want to purge.
User IDs can be set up to restrict access to employee payroll, banking and contact information stored in the card file and on reports. You can select broad restrictions, such as disallowing access to the whole employee card file, or you can set specific restrictions, such as viewing employee banking details. If you want to prevent a user from editing and viewing payroll details, you need to restrict access to payroll reports as well as card information.
