The Card File command centre enables you to enter and manage information about your customers, vendors, employees and personal contacts. You can also print mailing labels, create personalised letters, synchronise your contacts with your email address book, enter reminder log details, and more.
As with any command centre, you can also click To Do List to display business tasks that affect your company on a regular basis, click
Find Transactions to view summary information about transactions, click
Reports to print or view reports, and click
Analysis to analyse aspects of your business.
Click to open the To Do List window, where you can view a list of tasks that need to be performed regularly, such as recording recurring transactions. You can also use the To Do List to automatically perform tasks, such as creating a purchase when an item’s quantity becomes low.
The To Do List window automatically displays tasks related to the current command centre. If you want to display a different type of task, click and hold down the mouse button and select the required task from the list that appears.
Click to open the
Find Transactions window, where you can view summary information about accounts, invoices, bills, cards, items, payroll and jobs. You can click a zoom arrow in this window to display the original transaction details.
The Find Transactions window automatically displays the transaction type related to the current command centre. If you want to display a different type of transaction, click and hold down the mouse button and select the required transaction type from the list that appears.
Click to open the Index to Reports window, where you can prepare, print and customise your reports or export them to Microsoft Excel using the OfficeLink feature.
The Index to Reports window automatically displays reports related to the current command centre. If you want to display a different type of report, click and hold down the mouse button and select the required transaction type from the list that appears.
Click to open windows that allow you to analyse the key aspects of your business. For example, you can analyse sales and profitability trends, estimate short-term cash needs, see who owes you money and chart your progress on jobs. Many Analyse windows display your company's information in table or graph form.
When you click Analysis, a window appears displaying an analysis of information related to the current command centre. If you want to display a different type of analysis, click and hold down the mouse button and select the required analysis from the list that appears.
Click the task button on the bottom right of the command centre or press SHIFT+COMMAND+T to display the Task Drawer list. You can add windows you use frequently to this list. Any window that can be opened from the command centre or from a menu can be added to the Task Drawer list.
