Contact management > Customizing cards
New Features Introduction
Learn about your AccountEdge software
Manuals Online help Other resources
Where to start Explore your AccountEdge software
Command centres Calendar (date entry) Business calendar Calculator Zoom arrows Search icons Select columns Mouse shortcuts Shortcut keys Default screen font Spell-check
Setting up your company file
Overview Create a company file Easy setup assistant Set up preferences Set a password for the Administrator user ID Set up accounts Enter account opening balances
Advanced setup
Overview Set up sales Set up purchases Do an initial bank reconciliation
Task 1: Identify uncleared withdrawals and deposits Task 2: Record uncleared withdrawals and deposits Task 3: Reconcile
Create item records Enter your inventory opening balances Set up Business Services
Activating Business Services
Set up a Web Store Manage Mobile App Manage Time Tracker
Banking
Receiving money Bank deposits Spending money Entering transactions in the Bank Register window Transferring money between accounts Tracking petty cash expenses Recording miscellaneous transactions Credit card transactions Credit card payments using Merchant Account Service
Processing credit card payments using Merchant Account Service Declined authorization Timed-out authorization Voiding Merchant Account Service credit card payments
Reconciling your bank accounts
Undoing an account reconciliation
Importing statements Analyzing your cash flow
Sales
Creating a customer card Entering sales
Task 1: Enter information about the customer Task 2: Choose the type of sale Task 3: Enter the items or services you are selling Task 4: Enter additional information about the sale Task 5: Complete the sale Adding and deleting transaction lines, subtotals, and headers in sales transactions
Recording sales with insufficient on-hand item quantities
Build, buy, or backorder items Allow negative on-hand item quantities
Changing the status of a sale Reviewing your sales information Receiving payments Printing payment receipts Credit control
Credit limits Credit holds Finance charges paid by customers
Customer credits
Settling credits
Dealing with a supplier who is also a customer Accounting for bad debts Progress Billing
Purchases
Creating a supplier card Entering purchases
Entering a purchase transaction Task 1: Enter information about the supplier Task 2: Choose the type of purchase Task 3: Enter the items or services you are purchasing Task 4: Enter additional information about the purchase Task 5: Complete the purchase Adding and deleting lines, subtotals, and headers to purchases
Receiving items without a bill
Set up an accrual account for items received without a supplier bill Record items received without a bill
Creating a purchase order from a sale Changing the status of a purchase Reviewing your purchases information Paying bills
Settling supplier debits
Adding finance charges paid to suppliers
Billing for time
About the time billing feature Setting time billing preferences Setting billing rates Creating activities Creating activity slips
Creating multiple activity slips
Reviewing and changing activity slips Creating time billing invoices Work in progress Billing Rate Levels
Inventory
Creating items
Average Cost, Last Cost, and Standard Cost
Making inventory adjustments Inventory locations
Recording inventory movements between locations
Building items
Auto-building items
Counting inventory Reviewing your inventory information Setting item prices Customizing inventory
Creating custom price levels Creating custom lists Custom lists and inventory reports Creating brands list Brands list and inventory reports Weight Creating custom fields Creating tags list Tag list and inventory reports
Lists
Adding a record
Adding records using Easy-Add
Setting up tax codes Finding a record Changing a record Inactivating or reactivating a record Deleting a record Combining records
Combining cards Combining accounts
Transactions
Finding a transaction Changing or deleting a transaction
Changing a transaction Deleting a transaction
Reversing a transaction Recurring transactions
Setting up recurring transactions Recording recurring transactions Reminders
Publishing to iCal
Publishing an invoice or purchase to iCal Publishing a recurring transaction to iCal Publishing a reminder log to iCal
International transactions
About the multiple-currency feature Setting up multiple currencies
Task 1: Select the multiple currency option Task 2: Set up records for foreign currencies Task 3: Create accounts to track foreign-currency transactions Task 4: Assign accounts to foreign currencies Task 5: Assign currencies to foreign customers and suppliers
Exchange rates Tracking currency gains and losses
Tracking realized currency gains and losses Unrealized currency gains and losses
Miscellaneous transactions
Reports
Producing reports Printing report batches Customizing reports
Task 1: Select the data to be printed Task 2: Select the required fields Task 3: Select finishing options Task 4: Change the report format Task 5: Print the report Task 6: Save the report Changing the default fonts on reports Frequently used reports Overview of report details
Forms
Finding forms Sending forms
Sending forms when you record a transaction Sending forms in a batch Advanced filters
Customizing forms
Task 1: Display the form Task 2: Set up form properties Task 3: Add and edit elements Task 4: Preview the customized form Task 5: Save the customized form Task 6: Print the customized form Changing the default fonts on forms
Adding and editing elements
Adding and editing data and label elements Adding and editing graphic elements Editing all elements with common commands
Contact management
Creating a card Keeping in touch with your contacts
Personalized letters Mailing labels Reminder log Other ways to keep in touch
Grouping your contacts
Identifiers Custom lists
Synchronizing AccountEdge cards with Mac Address Book cards
Deleting cards Resetting the synchronization
Synchronizing AccountEdge cards with Microsoft Outlook contacts
Exporting your AccountEdge cards to your Outlook contacts Importing your Outlook contacts to your AccountEdge cards
Customizing cards
Card identification codes Card pictures
Reviewing your contact information
Financial control
Tracking financial information
Accounts Categories Jobs
Tracking reimbursable expenses
Task 1: Set up a job Task 2: Assign expenses to the job Task 3: Bill the customer Changing the status of a reimbursable expense
Budgets
Entering budget amounts Budget Shortcuts window
Auditing your records Reviewing financial information
End-of-period procedures
Month-end procedures
Task 1: Run the Company Data Auditor Task 2: Reconcile your bank accounts Task 3: Review reports Task 4: Send customer statements Task 5: Record depreciation Task 7: Lock periods
Starting a new fiscal year
Task 1: Complete month-end tasks Task 2: Perform an inventory count Task 3: Provide information to your accountant Task 4: Enter end-of-year adjustments Task 5: Back up your company file Task 6: Start a new fiscal year Task 7: Optimize and verify your company file
Managing user accounts and company files
Managing user accounts Backing up and restoring company files Servicing your company file
Checking your company file for errors Optimizing your company file Purging information that is no longer needed Troubleshooting file-locking problems
Special considerations for networking company files
Preferences in a network environment Preventing data entry while generating reports Storing custom reports on a network Displaying up-to-date information Improving performance
Troubleshooting your company file
Importing and exporting data
Exporting data Exporting to and importing from AccountantLink Importing data
Importing Quicken (QIF) files
Managing import and export records AppleScripts
Networking company files
Preparing company files for multiple users Setting up the network hardware Setting up a company-file folder on a Mac OS X host Accessing the shared company file from Mac OS X workstations
Glossary Index
Customizing cards
Custom fields
If you need to record certain information about your contacts, but can’t find a suitable card field for it, you may want to set up a custom field.
For example, you could set up a field to record your customers’ birthdays or a field to record the dates of your employees’ most recent performance review.
You can set up three custom fields for each card type and label them according to your needs. You can then enter any information you like in those fields.
If you need to, you can show this information in a report by selecting the custom fields in the Report Fields tab of the Report Customization window.
To set up custom fields
To enter custom field information in a card
Related topics
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Card identification codes
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Card pictures

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