The Card File command center enables you to enter and manage information about your customers, vendors, employees and personal contacts. You can also print mailing labels, create personalized letters, synchronize your MYOB contacts with your email address book, enter contact log details, and more.
As with any command center, 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 analyze 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 center. If you want to display a different type of task, click the search arrow 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 center. If you want to display a different type of transaction, click the search arrow 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 customize your reports or export them to Microsoft Excel using the MYOB OfficeLink feature.
The Index to Reports window automatically displays reports related to the current command center. If you want to display a different type of report, click the search arrow and select the required transaction type from the list that appears.
Click to open windows that allow you to analyze the key aspects of your business. For example, you can analyze sales and profitability trends, estimate short-term cash needs, see who owes you money and chart your progress on jobs. Many Analyze 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 center. If you want to display a different type of analysis, click the search arrow and select the required analysis from the list that appears.
