Creditors Details 1 Tab

Use the Details 1 tab to store the primary information for the Creditor, including contact details, Creditor groups, account type flag, and the like.

Field Descriptions

Field	Description
Code	The account's code, which Exo Business assigns. This code controls the sorting of reports but also enables you to search for a creditor. You can change the code.
Name	The name of the creditor as it displays on statements and invoices.
Company Contact Details
Postal Address	The creditor’s postal address. If the street name is the same, press Tab on the last address line to copy the address into the Delivery Address fields.
Post code	Enter the postal code. If you don't know it, open the Postcode Lookup window by clicking the button.
Delivery Address	The delivery address. If it differs from the postal address, change it. Click the button next to the delivery address to retrieve the latitude and longitude that match the address entered. An icon on the button displays the status of the match: - Exo Business hasn't attempted to retrieve details yet. - details successfully retrieved. Click the button again opens your default web browser, showing the location on a map. shift+clicking the button retrieves location details again. - an error occurred when attempting to retrieve details. Hovering the mouse pointer over the button displays a popup message indicating why the attempt failed.
Contact	The name of the main contact person.
Email	The creditor's main email address.
Phone	The creditor's main phone number.
Fax	The creditor's main fax number.
Extra Fields
Default Code	This is a user-defined extra field.
Miscellaneous
Primary	The name of a primary account group.
Secondary	The name of a secondary account group.
Staff	The name of the staff member who normally deals with this creditor.
Credit Terms	Select Cash Only or the method for due payment to the creditor from the list.
Currency	The currency for transactions with this customer. You cannot change the currency of a Creditor account once the account has transactions posted to it.
Flags
Active	Select this option to view the creditor's account details. This option is selected by default. If it is not selected, the account becomes inactive.
Open Item	Select this option to check whether to not to display all outstanding items on statements rather than only a Balance Brought Forward statement. This is a default setting if you selected the New Accounts Defaults to Open Item in MYOB Exo Business Configurator > Profiles. You must select this option if the account is a foreign currency account, or if you are calculating GST on payments. Don't select this option if this is a Balance Brought Forward account.
Stop Credit	If selected, you can't post invoices to this account.
Private Account	If selected, this account becomes a private account.
Actions Menu
Note: These item are only available once the initial values have been entered and saved in this tab.
Send to Head Office	Send the transactions to the head office account.
Edit Balance	Edit aged balances.
Branches	On a head office account, selecting this option displays all branches. On a branch account, selecting this option opens the head office account.