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Non Accounts

Accounts > Non Accounts

Non Accounts let you add companies that aren't yet Creditors or Debtors, e.g. sales prospects. A Non Account can be converted to a full Creditor or a Debtor account at a later date if necessary.

Note: Video-based Help is available for this topic on the EXO Business Education Centre.

Creating a Non Account

To create a Non Account:

  1. Go to Accounts > Non Accounts.

  2. From the Non Account Details window, click the New button.

  3. Enter the following details on the Details tab:

    Field

    Description

    Name

    Enter the name of the account as it should appear throughout the MYOB EXO Business system.

    Phone

    Enter a contact phone number for the account.

    Fax

    Enter a fax number for the account.

    E-mail

    Enter an e-mail address for the account.

    Website

    Enter the account's website address.

    Postal Address

    Enter the postal address of the account.

    Type

    This is a user-definable classification of the Non Account. Select the type of account that the Non Account is, or select "Edit List..." to create a new type.

    Base Price

    Choose which base price you want to assign this Non Account to. For example, you might have set up a base price called "Trade", and another called "Internet", and determined different pricing rules for these.

    Select the appropriate price band for this account.

    Sales Person

    Select a staff salesperson to be assigned to this Non Account. This is optional. Any transactions against this account will then be logged against this staff member.

    Postal Code

    Enter the postal code if it is known or select the postal code from the lookup window attained from the ellipsis [...] key.

    Contact Person

    The default contact for the Non Account. Contacts are set up on the Contacts tab for the account. Initially, this field will be empty - after you have created the Non Account and added Contacts for it, you can specify one of them as the default here.

    Notes

    The area at the bottom of the Details tab is a free-form notes area where you can enter any extra information about the account.

  4. Click Save. Additional tabs now become available, allowing you to edit all Non Account properties.

Converting Non Accounts to Full Accounts

Non Accounts can be converted to full Creditor or Debtor accounts if necessary.

To convert a Non Account to a full account:

  1. Click the Convert to Debtor or Convert to Debtor toolbar button, depending on the type of account you want to convert the Non Account to.

  2. Click Yes when prompted to confirm the conversion.

Related Topics

Non Account Details