Creating a new client/contact using the wizard (AE)

https://help.myob.com/wiki/x/UJHMAQ

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Accountants Enterprise only

The Create Client Wizard / Create Contact Wizard is your starting point to add a client to the database. The steps involved in adding a new client or contact are:

If you're creating a client, you'll also need to complete:

All clients created using the wizard can be searched for, opened and worked on at any time outside the wizard in the usual way.

To open the Create Clien

From within AE, click on the drop-down arrow underneath the Contacts icon.
From the drop-down menu, choose New then click the type of contact you wish to create (i.e. Contact, Client, Employee or Supplier). The Create Client/Contact wizard appears with the Main tab open by default.

Once you're familiar with the software, you'll find many different ways of accessing the Create Client/Contact Wizard.

For example, you may choose to create a client/contact from the Find Clients / Find Contacts tabs or, by using keyboard shortcuts such as [Ctrl+E] for new Employee and [Ctrl+L] for new client.

While adding a new client, you can modify information in previous steps by clicking Back. You can cancel the client creation at any time in the wizard by clicking Cancel.

Step 1 and Step 2 are the mandatory steps in the wizard. On completion of Step 2, you can click Finish to save the new client with any details entered up to that point to create the initial client record. You can edit or add more information at a later stage from the tabs of the Client / Contact page.

When working through the Create Client Wizard, the mandatory fields must completed in order to proceed to the next stage of the wizard. A warning icon will be displayed beside the mandatory fields. Once these fields have been completed, click Next to proceed.

Related topics

Working with clients and contacts

Clients and contacts

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Overview

Using Practice Manager

Clients and contacts

Employees

Suppliers

Assignments (AE)

Timesheets, disbursements
and expenses

Billing

Debtors

Bookkeeping

Other topics