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How to create a Customer Card

Posted by   |   June 26th, 2014   |   Categories: MYOB Tutorials

When I see a new client who has begun using Myob, I’m sometimes amazed at the lack of information they put into their accounting software. Myob is really a combination spreadsheet and database.
By including information into the customer card, Myob provides business owners and managers with very valuable information that can be extracted to make important managerial decisions regarding that customer. Some examples are below:

  • Payment terms
  • Credit Limits
  • Creating personalised letters
  • Discounts for early payments
  • Phone/fax/email details
  • Income classification
  • Contact Log

Another area of the customer card that is often overlooked is the Actions button. Once clicked you will see many options to view essential information or create transactions or reports, communicate with customers via email.
If you’ve found this information valuable, check out the video on How to Create a Customer card at myobtrainer.com.au

A Timely Reminder

Posted by   |   June 10th, 2014   |   Categories: Business Fundamentals

Got a call this week from a lady I’ve known a long time. She said she desperately needed help. I said okay what’s the problem. She said, are you sitting down. I became intrigued with that comment. She hesitated, I waited. Finally she in a whisper said; I have not lodged my tax return or BAS statement for eight years. read more

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