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Dimik628's avatar
4 years ago

Card file rollover into new company

Hello Brainstrust.

 

We are in the process of starting a new company and the team have chosen to go with specialist software and I am having to import a significant amount of data from our 10 year old existing MYOB file.  Can anyone suggest how i can run a report to define which suppliers are obsolete (no transactions in the past 3 years)?

Same with Customers?

 

Thanks

Di.

1 Reply

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  • Hi Dimik628 

     

    The way I would get the last sale or purchase date for a customer/supplier card is through the Cards List in AccountRight 2022.

     

    If you navigate to Card File>>Cards List>>Select the Customise button, you'll get the option to select some additional fields - one of those fields is the Last Sale/Purchase column. Dragging that into the required position and you can filter or sort records by that. You can even copy the list out to the clipboard via right-clicking on the data and selecting Copy List to Clipboard to allow you to paste that information to NotePad, Excel or a similar program.


    For more information on the Card List functionality mentioned in this post check out Help Article: The Cards list.