Client, Contact and Supplier page

Salutation

This is the greeting used to refer to the client, contact or supplier in any documents.

Addressee

The name of the person to whom correspondence is addressed.

Address, Phone, Fax, Mobile and Email

Displays the primary address and contact details as defined on the Addresses tab.

To edit any fields, click the Edit hyperlink to access the information on the Addresses tab from where the information can be edited.

Family Group

This field is only available on for clients and contacts.

To change the default Family Group, click the magnifying glass button to open the Find Family Group window to search and select a different Family Group.

Copies the address to the clipboard. It is displayed beside the Address field only when an address is available.

Aliases

Aliases are other names that your client, contact or (AE) suppliers may be known by (e.g., a business name or trading name). Aliases can be used as alternative search criteria when searching for clients, contacts or suppliers.

(AE) Alias types are defined by your system administrator.

See Aliases for more information.

Notes

Double-click a note to open it. The contents of the note will be displayed in the Notes page. The note can be edited if required. To add a new note, click the blank line at the top of the table and add a new title and select a date. Formatting options are available on the Notes page. Highlight a note in the list and press [Delete] to remove it.

See Notes on the Main tab for more information.

Created By

This field displays the employee who created the client, contact or supplier and is entered automatically by the system.

B/Supplier

(AE)

This field is only available for suppliers.

This is the date when the supplier Became a Supplier for your business. The date is recorded using the system date when the supplier was created. It is usually the same as the Date Created date, but it could differ if a contact was converted to a supplier after they were created as a contact. Use the drop-down arrow to access the calendar and select a different date if necessary.

D/Created

This field displays the date the client, contact or (AE) supplier was created, using the automatic system date.

Birth Place

This field is only available if the client, contact or (AE) supplier is a person.

D.O.B (Date of birth)

Enter the date of birth in the format dd/mm/yyyy or select it from the drop-down calendar. This field is only available if the client, contact or (AE) supplier is a person.

D.O.D (Date of death)

Enter the date of death in the format dd/mm/yyyy or select it from the drop-down calendar. This field is only available if the deceased client, contact or (AE) supplier was a person.

B/Client (Became Client)

This is recorded using the system date when the client was created. This will usually be the same as the Date Created date, but it could differ if a contact was converted to a client after being a contact. Enter the date that they became a client in the format dd/mm/yyyy or select it from the drop-down calendar.

Year End

A memo field to remind you of the client’s year end date. Enter the Year End date in the format dd/mm/yyyy or select it from the drop-down calendar. This is only available on the Client page.

Tax Type

Select the tax rate that applies to the client. This setting determines the default tax rate applied to the client’s bills.

(AO) This is only available on the Client page.

Tax Client

(AO)

This is only available on the Client page.

If the Tax Client checkbox is ticked, it indicates that the client requires a tax return to be lodged.

(Australia) If the Tax Client checkbox is ticked and there are no tax returns for this client yet, a tax return for the current year with a status of Not Started is shown on the Tax Returns tab for this client.

Credit Limit

(AO)

Enter the absolute credit limit value for the client’s account. This can then be used as a warning if a client exceeds this level of credit and work is still being done for them. This is only available on the Client page.

Payment Terms

(AO)

Select the client’s default payment method. This affects the description on the remittance advice section of the Bank Deposit Slip document.

This is used to calculate the payment due date on bills raised for the client. The available options are:

• Days — enter the number of days from the invoice date when the payment is due. For example, if you enter ‘14’ and the invoice date is 2nd May, then the payment date will be calculated as 16th May.

• Month End Days — if payments are expected in the month following the billing month, enter the number of days after the invoice month-end when payment is due. For example, if you enter ‘14’ and the invoice date is 2nd of May, then the payment date will be calculated as 14th of June.

• Payment Day — select this option if you want the payment due date to be on a specific day each month.

• None — select this option if you do not want a payment day calculated for the client.

Payment Days

(AO)

Enter the number of days from the invoice date when the payment is due.

ABN

(Australia)

Enter client’s Australian Business Number. This field is only displayed for client records.

ACN

(Australia)

Enter client’s Australian Company Number. This field is only displayed for client records

TFN

(Australia)

Enter the client’s tax file number. This field is only displayed for client records.

NZBN

(New Zealand)

Enter the client’s New Zealand Business Number. This field is only displayed for client records.

IRD Number

(New Zealand)

Enter the client’s Inland Revenue Department Number. This field is only displayed for client records.

Balance Month

(New Zealand)

Enter the client’s Balance Month.

Create client

Click this task to create a new client.

Edit client detail

Click this task to edit the client’s name and code.

Close client

This task is only available for an open client. Click this task to close the client record. The client’s details and history are still retained in the database, but the client is removed from client lists and the mail merge pool. If necessary the client can be re-opened at a later date.

Re-open client

This task is only available for a closed client. Click this task to re-open the closed client.

Delete client

(Not available in AO New Zealand)

Click this task to delete the client. The client record is no longer available in the database and there is no way to retrieve the deleted information.

Convert to contact

(Not available in AO New Zealand)

Click this task to convert the client into a contact.

(AO Australia) If you are integrated with MYOB Classic you will not be able to convert a client to a contact as their tax record still exists and the client relationships still exist.

Link to AO Classic client

(AO New Zealand)

If you are integrated with AO Classic, click this task to link or unlink the current MYOB AO client with the AO Classic client. See Linking and unlinking to an AO Classic client.

Link to AO Classic contact

(AO New Zealand)

If you are integrated with AO Classic, click this task to link or unlink the current MYOB AO contact with the AO Classic contact. See Linking and unlinking to an AO Classic client.

View all clients and contacts in family group

This task opens a window that enables you to view all clients and contacts belonging to the same family group as this client and open them.

Edit client’s tax details

(AO New Zealand)

This task enables you to access the AO Classic Clients module for the selected client so that you can edit the client’s details in the Tax tab. This task is only available from the Client page > Main tab.

Return preparation

(AO New Zealand)

This task enables you to access the AO Classic Tax Preparation module for the selected client. This task is only available from the Client page > Main tab.

Tax management

(AO New Zealand)

This task enables you to access your AO Classic Tax Management module for the selected client. This task is only available from the Client page > Main tab.

E-File

(AO New Zealand)

This task enables you to access the AO Classic E-File module for the selected client. This task is only available from the Client page > Main tab.

AO Classic GL

(AO)

This task enables you to access your AO Classic General Ledger. This task is only available from the Client page > Main tab.

Billing wizard (AE)

Click this task to open the Billing wizard for this client.

Create timesheet entry (AE)

Click this task to create a timesheet entry for this client.

WIP enquiry

Click this task to open a WIP enquiry for this client.

Debtors ledger

Click this task to open the debtors ledger for this client.

You can quickly add To Do items for the client by selecting the appropriate task:

• Client visit

• Correspondence

• Documentation

• Email

• Inbound Telephone call

• Outbound Telephone call

• To do item.

Create contact

Click this task to create a new contact.

Edit contact detail

Click this task to edit the contact’s name.

Delete contact

(Not available in AO New Zealand)

Click this task to delete the contact.

Convert to client

Click this task to convert the contact into a client.

Convert to supplier (AE Practice Manager)

Click this task to convert the contact into a supplier.

View all clients and contacts in family group

This task opens a window that enables you to view all clients and contacts belonging to the same family group as this client and open them.

You can quickly add To Do items for the client by selecting the appropriate task:

• Client visit

• Correspondence

• Documentation

• Email

• Inbound Telephone call

• Outbound Telephone call

• To do item.