Julie_B's avatar
Julie_B
Trusted User
12 years ago
Status:
Open

Cards: Ability to change card type ie. Customer to Supplier

When entering data say via Spend Money in AccountRight Standard v19 (or less) you can create the card as you go.  I have inadvertently on a number of occasions created a customer card instead of a supplier card, and transactions have been allocated to the card over the years automatically. On occasions I have picked this up and have just change the card-type without a hitch BUT in the 2012 version this cannot be done. I have just picked up another card in my data file that has the incorrect card type but this field is now greyed out.  Can we please be able to alter this field again.

 

card type
Cards

33 Comments

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    • KKillick's avatar
      KKillick
      Partner
      10 years ago

      I would love to be able to change a customer to a supplier or vice versa.

      • Kelly81's avatar
        Kelly81
        Experienced Cover User
        10 years ago

        It would also to be useful to be able to have the same person in there twice i.e. one time for customer, one for supplier.

         

        But this functionality may already exist.

    • H-'s avatar
      H-
      Cover User
      11 years ago

      Re Card Type lock, once a transaction has been entered into Employee instead of Supplier. Can this be changed? And how?

    • Suja_P's avatar
      Suja_P
      Former Staff
      11 years ago

      Hi @H-,

       

      Thank you for your enquiry.

       

      I can see that you are currently registered for AccountRight Premier.

       

      In Premier files you can change the Card type from Employee to Supplier, after deleting all trasactions posted against that card. 

       

      If deleting all transactions is not a viable option, the other option would be to mark the card as Inactive and create a new card with the right Card type. 

       

      Regards,


      Suja
      MYOB Support

       

  • manning's avatar
    manning
    Partner
    8 years ago

    I have a client that has incorrectly created suppliers as customer cards and now I cant change the card type which means a cant input a default account code for the card.  I have been advised by tech support that we need to create a new card as a supplier to enable a default code, however it means that all the existing transactions will be on the customer card and MYOB wont let me combine a customer card with a supplier card  I would like to see these issues fixed ASAP.

  • ABRock's avatar
    ABRock
    User
    8 years ago

    i'd like to be able to tranfer a personal card type to a customer or supplier etc

  • Mike_James's avatar
    Mike_James
    Ultimate Partner
    12 years ago

    Was this a card created before converting to the current version?

     

    When creating a new card during transaction entry, the current program now defaults to the correct card type, ie Spend money > Supplier, and Receive money > Customer.

  • Julie_B's avatar
    Julie_B
    Trusted User
    12 years ago

    Haven't tried it with the new version - will let you know.  The problem I had with this was AR2011, and yes, then conversion cards (already created with data entry attached to them).

  • Julia_Berkhout's avatar
    Julia_Berkhout
    Super Partner
    12 years ago
    Hi, upgraded a client file today from Accounting Plus to AR Live. Software looking great.
    Some Supplier cards had been created incorrectly as customer or employee cards and I did not seem to be able to change them using the drop down as it was greyed out and seemed locked. Is this right or am I doing something wrong? If this can't be changed could you please organise to fix this ASAP? Very important to be able to change the card type in the event that it was set up incorrectly. Thanks, Julia
  • Julia_Berkhout's avatar
    Julia_Berkhout
    Super Partner
    12 years ago
    Hi, Could I suggest that checking that all cards are correct before upgrading from V19 to AR2012.9 please be added to the upgrade instructions as a matter of urgency if this is not an easy fix? I had this same problem when upgrading a customers file yesterday. If I had if known I would have corrected the cards beforehand. Someone had entered a lot of Supplier cards incorrectly as both customer and employee cards and they can't be changed and as Julie explained the drop down is greyed out. Thanks, Julia
  • ecomluke's avatar
    ecomluke
    Cover User
    11 years ago

    Hi,

    I have this problem too. Is there any way that the customer types can be amended to the correct customer type?

  • MandyT's avatar
    MandyT
    Cover User
    11 years ago

    Same from me also, I can't see that it would be a huge thing to fix. And I have only just started using the online version.  Thanks. Mandy