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

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

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Accountants Enterprise only

The Create Client Wizard / Create Contact Wizard is your starting point to add a client or contact to the database. To add a new supplier, use the Add New Supplier Wizard.

The steps involved in adding a new client, contact or supplier are:

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

If you're adding a new supplier, you'll also need to complete:

Step 6 — Defaults

To open the Create Client/Create Contact wizard

In MYOB 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.

You can access this wizard in other ways, such as:

Creating a client/contact from the Find Clients / Find Contacts tabs
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 also 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.

To open the Add New Supplier Wizard

The Add New Supplier Wizard can be opened in a number of ways:

Select File > New > Supplier from the main menu.
Select Contact > New > Supplier on the toolbar.
Click [Ctrl]+S.
Click the Create supplier option on the Tasks bar when the Find Suppliers page or a Supplier page > Main tab is open.

The Add New Supplier Wizard opens on Step 1 — Personal details and responsibility.

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