Tips & Troubleshooting

Cards tips

What happens when you make a card inactive

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.

Previously entered transactions, such as sales or purchases, won’t be affected and you can still enter a transaction for the inactive card. The transaction will be recorded just as if the card were active.

To make the card active again, deselect the Inactive Card option at any time.

Only one currency can be assigned to a card

Only one currency can be assigned to a card. If you deal in more than one currency for a customer, vendor or employee, you need to create a separate card for each currency you deal in.

If you’ve assigned the wrong currency to a card

If you haven’t yet recorded any transactions using the card, open the Card Information window and select the correct currency.

If you’ve already recorded transactions using the card, you can:

■	delete all transactions that use the card and then select the correct currency in the Card Information window. Then reenter the transactions.

■	create a second card and assign it the correct currency, and begin using that card for new transactions.

Tracking sales and purchases for a customer who is also a vendor

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.

Purging your Reminder Log entries

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.

Restricted access to employee information

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.