Fields
Card Information window - History view


A/P Balance
This field displays the current outstanding balance of your purchases with the selected vendor. To open the Analyze Payables window and view a list of the transactions that make up this balance, click the zoom arrow.

This field appears only if you're viewing a vendor card.


A/R Balance
This field displays the current outstanding balance of the sales for the selected customer. To open the Analyze Receivables window and view a summary list of the transactions that make up this balance, click the zoom arrow.

This field appears only if you're viewing a customer card.


FY (Current Year)
You can add or change month-by-month sales information for customer and employee cards and purchasing information for vendor cards. The annual total displayed below the monthly totals.

If you'd like to use a calculator, select the plus sign ("+"), the asterisk ("*"), the equal sign ("=") or the space bar on your keyboard to launch the Calculator window.


FY (Previous Years or Next Year)
Sales history for customer and employee cards and purchasing history for vendor cards is kept for the current year, next year and up to five previous years. Click the right and left arrows to view sales or purchasing information for the year you want.

If you'd like to use a calculator, select the plus sign ("+"), the asterisk ("*"), the equal sign ("=") or the space bar on your keyboard to launch the Calculator window.


Vendor Since / Customer Since
Enter the date of the first purchase from this vendor. This field appears only if you're viewing a vendor card.

Enter the date of the first sale to this customer. This field appears only if you're viewing a customer card.

Select the space bar if you'd like to enter a date using AccountEdge's Calendar window.


Last Purchase Date / Last Sale Date
The last date of a purchase from this vendor is displayed. This field appears only if you're viewing a vendor card.

The last date of a sale to this customer is displayed. This field appears only if you're viewing a customer card.

Select the space bar if you'd like to enter a date using AccountEdge's Calendar window.


Last Payment Date
The last date of a payment to this vendor, or from this customer is displayed. This field appears only if you're viewing a vendor or customer card. Select the space bar if you'd like to enter a date using AccountEdge's Calendar window.


Average Days to Pay
This field shows the average number it's taken you to pay this vendor for all purchases, or for this customer to pay you. This field appears only if you're viewing a vendor or customer card.


Highest PO Amount / Highest Inv Amount
The highest purchase order amount for all purchases made from this vendor is displayed. This field appears only if you're viewing a vendor card.

The highest invoice amount for all sales to this customer is displayed. This field appears only if you're viewing a customer card.


Highest A/P Balance / Highest A/R Balance
The highest accounts payable balance that you've accumulated with this vendor is displayed. This field appears only if you're viewing a vendor card.

The highest accounts receivable balance that this customer has reached is displayed. This field appears only if you're viewing a customer card.


Print button
If you're viewing a customer card, click this button to print the Analyze Sales [Customer - FY Comparison] report.

If you're viewing a vendor card, click this button to print the Analyse Purchases [Vendor FY Comparison] report.

If you're viewing an employee card, click this button to print the Analyse Sales [Salesperson - FY Comparison] report.


New button
Click this button to begin entering a new card in the Card Information window.


OK button
Click this button to close this window.

Copyright 2002 MYOB Limited