Card File Command Centre

Flowchart Options in this window:

Cards List

The Cards option opens the Cards List window, where you can display a list of the people and companies with whom you do business. From this window, you can open the Card Information window, where you can create a new Card File record or edit an existing Card File record.

Print Mailing Labels

The Print Mailing Labels option opens the Forms Selection - Print Mailing Labels window, where you can set up and print mailing labels for individual people or companies in the Card File.

Create Personalised Letters

The Create Personalised Letters option opens the Forms Selection - Create Personalised Letters window, where you can create a mail merge file containing information about individual people or companies in the Card File, for the purpose of creating letters customised with each person's or company's name.

Contact Log

The Contact Log option opens the View Contact Log window, where you can display a summary list of all contacts made to a specific person or company in the Card File. You can also open the Contact Log Entry window using this window, where you can access more detailed information about the individual contacts you've made.

Other Options Available in All Command Centres

To Do List

Use the To Do List option to open the To Do List window, where you can view the business tasks that affect your company on a regular basis. You can also use the To Do List to automatically act upon the tasks you need to perform, such as creating purchases for items whose quantities are low.

When you select the To Do List option, the task that is related to the command centre you're using will be displayed. If you want to display a different task, click the search arrow; a list of tasks to choose from will appear.

Find Transactions

Use the Find Transactions option to open the Find Transactions window, where you can view summary information about each of your company's accounts, sales, purchases, cards, payroll and job information. This window also allows you to zoom to the windows in which the individual items were entered.

When you select the Find Transactions option, the view for the type of transaction that is related to the command centre you're using will be displayed. If you want to display a different type of transaction, click the search arrow; a list of transaction types to choose from will appear.

Reports

Use the Reports option to open the Index to Reports window. You can use this window to print virtually all of the reports available with Accounting Plus; you also can display these reports on your computer screen if you like. Using selections in the Index to Reports window, you can customise your reports or export them to Microsoft Excel using the MYOB OfficeLink feature.

When you select the Reports option, reports related to the command centre you're using will be displayed. If you want to display a different type of report, click the search arrow; a list of report types to choose from will appear.

Analysis

Use the Analysis option to open windows that allow you to analyse a number of key aspects of your business. For example, you can analyse sales and profitability trends, estimate short-term cash needs and chart your progress on jobs. You also can see which accounts in your accounts list have the highest balances, which customers owe you money, and other information that can help you to make informed business decisions. Many Analyse windows allow you to view your company's information in table form or in graphical form, as pie charts or bar graphs.

When you select the Analysis option, analysis reporting that is related to the command centre you're using will be displayed. If you want to display a different type of analysis, click the search arrow; a list of analysis reports to choose from will appear.