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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.

Related Topics

Creditors Master