The Profile view is available for all types of cards. The information you enter in this view -- and in other views where applicable -- will be entered automatically when you enter the card in transactions throughout Accounting Plus.
To create a card, you must enter a card name. You may enter up to 15 alphanumeric characters for a Card ID. If you choose not to enter a card ID, the Card ID field displays *None. In the Windows view of the Preferences window, you can choose to search a list of cards using either a card name or a card ID. (Choose Preferences under the Setup menu to view Windows preferences.)
While many of your contacts may have one location where all of their business transactions take place, you may have other contacts whose accounting office -- where invoices are paid, for instance -- is located in another building or another town. You may enter up to five locations for each card. You can choose to enter the postal address -- including country name, telephone number, email address and other contact information for each location. When you create transactions, you'll choose one of the five locations and the information for that particular location will be used on the transaction.
If you use MYOB Accounting Plus's Multicurrency feature, see Assigning a currency to customer, supplier and employee cards.
Click below for the step-by-step procedure:Select the type of card you need and enter card details