What's new > AgExpert Analyst 2014 > Managing contacts

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« AgExpert Analyst Knowledge Base

Managing contacts

Your accounts payable suppliers and accounts receivable customers are located under the Contacts feature. You can assign a default income account and a default expense account to each.

To find your contacts:

  1. Select Contacts from the Setup menu.
  2. The Contacts dialogue box appears, listing all available contacts.

To assign a default income and expense account to your contact:

  1. Click Add or Edit to open the Add Contact or Edit Contact dialogue box.
  2. Select a Default income account by clicking the book icon .
  3. Select a Default expense account by clicking the book icon .

To add a new contact:

  1. Click Add. The Add Contact dialogue box appears.
  2. Enter the contact details.
  3. Click Save.

Note: You can specify the type of contact you’re setting up. If you select the customer and supplier check boxes, the contact will be available for both payable and receivable charges.

To edit a contact:

  1. Select the contact.
  2. Click Edit. The Edit Contact dialogue box appears.  
  3. Make your changes to the contact.
  4. Click Save.

To delete a contact:

  1. Select the contact.
  2. Click Delete. A confirmation pop-up box appears.
  3. Click Yes.


Last updated on August 22, 2014 by FCC AgExpert