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What's a card? You need to create a card for an individual or business if you want to perform any of the following tasks:

  • record sales and track the amounts owed to you
  • record purchases and track the amounts owing to suppliers (Not Basics)
  • print mailing labels
  • print personalised letters
  • record contact details.

When you set up your company file, you may have created cards for your customers, and suppliers and employees. In addition to these cards, you can create personal cards for your friends and relatives.

You can delete a card if it hasn't been used it in a transaction. But if it has, you can make it inactive to remove it from your lists.

If you want to create a card for…See
a customerAdd a customer
a supplierAdd a supplier
an employee (Australia)Add an employee
an employee (New Zealand)below
a friend or relative (personal card)below
To add a personal card

To add a personal card

  1. Go to the Card File command centre and click Cards List. The Cards List window appears.
  2. Click New. The Card Information window appears.
  3. Select the Personal card type from the Card Type list.
  4. Type the nameforthe card and press Tab.
  5. If you want to, complete the other fields in the Profile tab.
  6. Click the Card Details tab. In this tab, you can:
  7. When you have finished entering the card details, clickOK to save the card and close theCard Information window.
To add an employee card (New Zealand)

To add an employee card (New Zealand)

  1. Go to the Card File command centre and click Cards List. The Cards List window appears.
  2. Click New. The Card Information window appears.
  3. Select the Employee card type from the Card Type list.
  4. Type the nameforthe card and press Tab.
  5. If you want to, complete the other fields in the Profile tab.
  6. Click the Card Details tab. In this tab, you can:
  7. When you have finished entering the card details, clickOK to save the card and close theCard Information window.
To update a card

To update a card

If you need to update the details in an existing card:

  1. Open the card (go to Card File > Cards List > click the applicable tab > click the zoom arrow to open the card).
  2. Make the required changes.
  3. Click OK.

For details on where specific information is recorded in a card, see above for information about specific card types (customers, suppliers, etc.).

To update multiple cards at once

To update multiple cards at once

If you need to update lots of cards, see this help topic for all the details.

Here's the basic process:

  1. Export the cards you want to update
  2. Open and modify the exported file using Microsoft Excel
  3. Import the updated information back into AccountRight.
To change a customer card to a supplier card (or vice-versa)

To change a customer card to a supplier card (or vice-versa)

Once you've created a card, you can't change the Card Type. So if you need to change a customer to a supplier or vice-versa, you'll need to create a new card.

You can delete a card if it hasn't been used it in a transaction. But if it has, you can make it inactive to remove it from your lists.

To add an additional address, phone number or email address to a card

To add an additional address, phone number or email address to a card

You can enter additional addresses, phone numbers and email addresses on the Profile tab of the card using the Location field.

Select a Location then enter the additional details.

This example shows separate details stored under Address 1 and Address 2.

  FAQs