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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  • WorldWideTech's avatar
    WorldWideTech
    Experienced Partner
    7 years ago

    Under Consideration??? Just fix it! Something doesnt work, fix it.   Typical MYOB.. "Something Went Wrong" 

  • SEC's avatar
    SEC
    Cover User
    7 years ago

    I have a number of suppliers who are also customers and VS. It would be so handy to be able to create a customer card from a supplier card etc, without re-entering all detail.

     

    Thanks

  • AUCKLAND's avatar
    AUCKLAND
    Experienced Cover User
    7 years ago

    when are the MYOB developers going to fix this?

  • steph2019's avatar
    steph2019
    User
    6 years ago

    The ability to alter a customer from customer to supplier and vice versa would be very useful.

  • Copycat's avatar
    Copycat
    Experienced Cover User
    4 years ago

    Please implement this - would save lot's of rewor and duplicate cards, specially for people like me whose file is OLD and has years where simple mistakes like this hav come to haunt us!!

  • Lloydy's avatar
    Lloydy
    Experienced Cover User
    3 years ago

    I just had a similar thing where one of our cards was marked "employee" and when I was going to STP phase 2 it wouldnt let me go any further because this card had to have a birth date and starting date.  After contacting MYOB and nobody being able to help I just gave the card a birth date and start date to get by this issue.  Its wrong I know and hope it doesnt cause me any other problems.