Get started

HTML Wrap

class	section group

HTML
<span data-swiftype-index="true">

HTML Wrap

class	col span_3_of_5

UI Text Box

size	medium

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.

UI Expand

title	To 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.

UI Text Box

size	medium
type	tip

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).

UI Expand

title	To 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.

UI Expand

title	Columns 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 Name	Description
ABN (Customer)	(Australia only) The customer's ABN
ABN (Supplier)	(Australia only) The supplier's ABN
Address	The Address 1 street.
Address (A2)	The Address 2 street.
Address Summary	Address 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.
City	The Address 1 city.
City (A2)	The Address 2 city.
Contact	The contact name for Address 1.
Contact (A2)	The contact name for Address 2.
Country	The Address 1 country.
Country (A2)	The Address 2 country.
Current Balance	The current outstanding balance of each customer and supplier card.
Cust/Supp Since	The 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 1	The Custom List 1 entry assigned in the Card Information - Card Details tab.
Custom List 2	The Custom List 2 entry assigned in the Card Information - Card Details tab.
Custom List 3	The Custom List 3 entry assigned in the Card Information - Card Details tab.
Email	The 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 Contact	The most recent contact log entry recorded for the card.
Last Payment	The date of the most recent payment by a customer, or to a supplier.
Last Sale/Purchase	The date of the most recent sale to a customer, or purchase from a supplier.
Next Contact	The next recontact date recorded in the card's contact log.
On Credit Hold	An icon is displayed for each customer who is on credit hold.
Overdue	The amount overdue for each customer or supplier.
Phone No. 1	Phone number 1 for Address 1.
Phone No. 1 (A2)	Phone number 1 for Address 2.
Phone No. 2	Phone number 2 for Address 1.
Phone No. 2 (A2)	Phone number 2 for Address 2.
Phone No. 3	Phone 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.
Postcode	The Address 1 postcode.
Postcode (A2)	The Address 2 postcode.
State	The Address 1 state.
State (A2)	The Address 2 state.
Type	The 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.

UI Text Box

size	medium
type	tip

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.

UI Text Box

size	medium
type	tip

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.

HTML
</span>

HTML Wrap

width	15%
class	col span_1_of_5

HTML Wrap

float	left
class	col span_1_of_5

Panelbox

name	green
title	Related topics

HTML Wrap

class	sidebarlinks

Creating, editing and deleting cards

Deleting a record

Filter the Cards List

The Cards List Search the Cards List

Finding a customer or supplier

Conditional formatting in the Cards List

Group columns in the Cards List

Panelbox

name	yellow
title	From the community

RSS Feed

titleBar	false
max	5
showTitlesOnly	true
url	http://community.myob.com/myob/rss/search?q=cards+list&filter=labels%2Clocation%2CsolvedThreads&location=category%3AAccountRight&search_type=thread&solved=true

HTML Wrap

class	morelinks

More »

...

Page tree

Versions Compared

Old Version 23

New Version 24

Key

To add a column

To remove a column

Columns you can add

Was this information helpful?

Why not?

How would you improve this topic?

Thanks! Anything you'd like to add?

Get started

Company file

Work with others

Banking

Emails & printing

Items

Employees (AU)

Suppliers

Customers

Reporting

EOFY

Tips & tricks