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Cardfiles provide a full 360o view of all interactions with that cardfile.
From the Transactions tab, access is available to all activities, such as jobs, purchases, quotes, sales register, stock, debtors/creditors (only outstanding issues will be shown in the debtors/creditors screens, ie. unallocated payments, invoices unpaid, etc.). These tabs will display all transactions for this cardfile. The initial view will show a list of transactions for the last 90 days. Right click on any of the lists and select Show All to show all transactions, regardless of date.
Open the vendor cardfile, and go to the Transactions tab, then to the Purchase tab.
Right click on the grid and select Show All.
All transactions against this vendor will appear here.
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Further information
CardFile Security
User Security
CardFiles at a Glance
CardFile Contact Types
CardFile Header
CardFile Footer Tabs
Auto Postcode/Suburb Lookup
CardFile List
CardFile Preview Pane
CardFile Reports
CardFile Types
Timers and Labour
Time Sheets
Add a CardFile
Add Prospect CardFile
Add CardFiles to Groups
Add Contact Details
Add Customer Details
Add Customer-Specific Reports
Add Documents to CardFiles
Add Groups to a CardFile
Add Mulitple CardFiles
Add Vendor Details
Add/Update User
Browse for a CardFile
Bulk Update CardFiles with BPAY Ref
CardFile Merging & Deleting
Deactivate CardFiles
Email from CardFile List
Export Email Contact Report
Make Prepayments/Refunds
Quick Add CardFile
Reassign Users
Set up Overseas Customer
Update Multiple CardFiles
View or Edit a CardFile
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