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AO Classic field

MYOB AO field/s

Location in MYOB AO

Date Taken on

D/Created

Read only information displayed on Client page > Main tab.

The value is set automatically to the date the client is created using the Create Client/Contact wizard.

Current Client

“Closed” appears at top of Client page near Client Code.

Client page > Main tab.

Updated by the following Tasks:

  • Close clent

  • Re-open client.

Date ceased to be a client

Closed

(displays instead of the D/Created field for a closed client)

Client page > Main tab.

The date closed is automatically set when a client is closed and cleared when a client is re-opened.

Non client

No field equivalent.

Non clients are known as Contacts in MYOB AO.

Contact page > Main tab.

The Non client status is cleared when Convert to client task is selected.

Clients cannot be converted to Contacts (Non clients) when running in integrated mode.

Birthday

(Individuals only)

D.O.B

Client page > Main tab.

Client page > Extra tab.

Date of Death

(Individuals only)

D.O.D

Client page > Main tab.

Billing Client

Billing Group

Client page > Billing Group tab, Parent Client defines this link.

 
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