changes.mady.by.user Suchi Govindarajan
Saved on Oct 16, 2017
changes.mady.by.user Unknown User (arvin)
Saved on Oct 26, 2017
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AO Classic
New Zealand only
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)
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 > Extra tab.
Date of Death
D.O.D
Billing Client
Billing Group
Client page > Billing Group tab, Parent Client defines this link.
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