Card File: Copy/Duplicate existing card

"Copy a card " was available in the Desktop version - AccountRight v. 19

Alas, it doesn't seem to have made it, to the Cloud version.

I think cloning a card is a good idea.  we create a new card for an existing customer if its a new job number being used, as that is how our Directors can keep an eye on what the engineers are invoicing.

Early versions of MYOB had this capability, can't imagine why it was ever removed, as well as the parent/child facility where you could have sub-cards under a card for companies with multiple outlets. Made it so much easier to keep things that should be related together.

We also have many customers who have different deilivery address and some that are suppliers and it would be awesome if we could duplicate their card instead of having to input the details again. Would have thought that this was a no brainer.

That would be a great idea. CAn't beleive this doesn't already exist.

If we can copy cards as we have customers with same name but different addresses.  They want different statements but having to input their details in again is time consuming.

Hi

I operate contra accounts and find it a pain to have to enter a customer and then re-type all the details once more in the supplier card.

It would make since if you could duplicate the card with out having to export the detail's and then upload them again...

One simple way would have a function that ask is this a contra account? if you tick yes it automatically duplicate the card in customer and supplier...

Cheers

"Duplicate/Copy Card"

Excellent time saving idea

Yes a very good idea - but go further please MYOB. Allow linking of cards even if different customer/purchaser - it is very common for a company headquarters to have multiple outlets - and also to be a purchaser & customer.

Linking of cards would, in extension, allow a payment from say a headquarters - 1 payment, to be plsit between different customer accounts.

eg. Customer - X Y Pty ltd - link - 1. XY Sales - Sydney 2. XY Sales - Brisbane 3. XY Sales Perth ; Purchaser - XY Pty Ltd.

Link now allows - purchase to offset sales (perhaps)  easily. And makes easy 1 payment from headquarters for 3 apparent clients.

The Doc