In order to enter information in many fields of AccountEdge you must first enter the information in a list. During the course of your business you'll add entries to your Cards list and your Accounts list, for example.
If the data you want to enter in a field isn't already in a list, you might want to add an entry using Easy-Add. Clicking the Easy-Add button, you can quickly add an entry to a list and to the transaction you're creating.
When you use Easy-Add, the entry is automatically added to the list and to the transaction you're creating, but you may wish, at a later time, to enter additional information to complete the entry. For example, you may want to add the address and contact information for a card file entry at a later time.
Locating the Easy-Add feature
The Easy-Add feature is located in some of the Select From List windows.
The Select from List windows are used throughout the MYOB AccountEdge system. They allow you to view lists of entries currently in the MYOB AccountEdge system and to make a selection from the list to take the next applicable step. Examples of Select from Lists include:
Accounts (Easy-Add)
Activities
Cards (Easy-Add in Sales, Purchases and Enter Activity Slips.)
Categories (Easy-Add)
Comments (Easy-Add)
Currency
Custom Lists
Items
Jobs (Easy-Add)
Payment Methods
Referral Sources (Easy-Add)
Shipping Methods (Easy-Add)
Tax Codes
Using Easy-Add along with certain preference
The Easy-Add button doesn't appear in the Cards and Accounts Select from List windows if you've marked the corresponding preference selection in the Windows view of the Preferences window:
Step by step