Identifiers are one-letter labels you can assign to cards in MYOB AccountEdge to help you organize your cards into groups more specific than just Employee, Customer, Vendor or Personal. When you create reports or view information about cards throughout the AccountEdge system, you can limit the information you view to that of a specific group of cards by indicating the identifiers you've assigned to the cards in that group.
Identifiers can be used in a variety of ways -- to separate existing customers from prospects, to group customers by type or region, and the like. If you assign multiple identifiers to your cards, you can limit the information displayed on reports to those individuals or companies that have been assigned all the identifiers you list.
For example, say you assign the identifier W to your wholesale customers, and you assign G to government agencies. When you print the Analyze Sales [Customer] Report, you can indicate in the Report Customization window that you want to include only the customers who have been assigned the identifiers G and W. The report you print will include only government agencies who are wholesale customers.
Depending upon the way you use identifiers and the number of identifiers you assign to each card, you'll be able to print reports for very specific groups of customers, vendors and employees.
Step by step