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These features are available only in AccountRight 2016.3 and later.

There’s lots of information you can view right from your Cards List, without having to open the cards. You can view full address details, phone numbers, email addresses and even the last sale date in the Cards List window.

Click Customise and a list of columns you can choose from appears.

The Customise Cards List panel shows which columns can be added to the Cards List window.

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titleTo add a column

To add a column

You can either:

  • double-click the column name to add it to the end of the card list. 
  • drag a column to your desired position in the list. 
    Animation showing a column being added
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Double-click the right border of a column header to resize it to best fit its contents.

If you add lots of columns, you can resize them all at once to best suit the content. Right-click a column header and choose Best Fit (all columns).

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titleTo remove a column

To remove a column

You can either:

  • right-click a column header and choose Remove This Column.
  • drag the column header out of the list until the X icon appears.
    Animation showing a column being removed  
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titleColumns you can add

Columns you can add

Here's a list of columns you can add to the tabs in the Cards List window. Note that some columns won't show information if they're not relevant to the card type.

Column NameDescription
ABN (Customer)(Australia only) The customer's ABN
ABN (Supplier)(Australia only) The supplier's ABN
AddressThe Address 1 street.
Address (A2)The Address 2 street.
Address SummaryAddress 1, including city, state, postcode and country.
Use the Address Summary fields when you want to show the full addresses in the Cards List.
Address Summary (A2)Address 2, including city, state, postcode and country.
Address Summary (A3)Address 3, including city, state, postcode and country.
Address Summary (A4)Address 4, including city, state, postcode and country.
Address Summary (A5)Address 5, including city, state, postcode and country.

Card ID

The ID assigned to each card.
CityThe Address 1 city.
City (A2)The Address 2 city.
ContactThe contact name for Address 1.
Contact (A2)The contact name for Address 2.
CountryThe Address 1 country.
Country (A2)The Address 2 country.
Current BalanceThe current outstanding balance of each customer and supplier card.
Cust/Supp SinceThe date of the first sale to a customer, or purchase from a supplier. This is based on the date entered in the Card Information - History tab.
Custom List 1The Custom List 1 entry assigned in the Card Information - Card Details tab.
Custom List 2The Custom List 2 entry assigned in the Card Information - Card Details tab.
Custom List 3The Custom List 3 entry assigned in the Card Information - Card Details tab.
EmailThe email address for Address 1. Click the link to send an email.

Email (A2)

The email address for Address 2. Click the link to send an email.
GST No. (Customer)(NZ only) The customer's GST ID
GST No. (Supplier)(NZ only) The supplier's GST ID

Identifiers

The identifier codes assigned in the Card Information - Card Details tab.
Last ContactThe most recent contact log entry recorded for the card.
Last PaymentThe date of the most recent payment by a customer, or to a supplier.
Last Sale/PurchaseThe date of the most recent sale to a customer, or purchase from a supplier.
Next ContactThe next recontact date recorded in the card's contact log.
On Credit HoldAn icon is displayed for each customer who is on credit hold.
OverdueThe amount overdue for each customer or supplier.
Phone No. 1Phone number 1 for Address 1.
Phone No. 1 (A2)Phone number 1 for Address 2.
Phone No. 2Phone number 2 for Address 1.
Phone No. 2 (A2)Phone number 2 for Address 2.
Phone No. 3Phone number 3 for Address 1.
Phone No. 3 (A2)Phone number 3 for Address 2.

Phone Summary

All phone numbers for Address 1.
Phone Summary (A2)All phone numbers for Address 2.
PostcodeThe Address 1 postcode.
Postcode (A2)The Address 2 postcode.
StateThe Address 1 state.
State (A2)The Address 2 state.
TypeThe type of card - Customer, Supplier, Employee, Personal.

Website

The website for Address 1. Click the link to view the website.
Website (A2)The website for Address 2. Click the link to view the website.
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If a column isn't available

Not all card fields can be added as columns. In these cases, try running a cards report or exporting the card information you need.

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Print the Cards List

Once you've customised the Cards List, right-click it and choose Copy List to Clipboard. You can then paste the list into a spreadsheet or any document you like, ready for printing.

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titleRelated topics
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Creating, editing and deleting cards

Deleting a record

Filter the Cards List

The Cards ListSearch the Cards List

Finding a customer or supplier

Conditional formatting in the Cards List

Group columns in the Cards List

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