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- Summary Boards with Custom Views (Reports)
- QuickLook Panel – Shortcuts
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- Sending the PO to MYOB
- Is the Purchase Order in Xero?
- Is the Purchase Order in MYOB?
- Notes in the Action panel
Database
Your Company
Accounting
- IMPORTANT things to know!
- Software Integration – MYOB
- MYOB – Locations and Contacts
- Creating an Invoice and Purchase Order in MYOB
- Information in the MYOB Invoice
- Changes to the Sale – MYOB Invoices and Purchase Orders
- Is the Sales Invoice in MYOB
- Sending the PO to MYOB
- Is the Purchase Order in MYOB?
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Company Contacts
PostedOctober 16, 2024
UpdatedOctober 16, 2024
The contact details of individuals can be manually added in 2 places in Brandengine
- When creating a New Enquiry
- Inside your Clients Companies record
Contact records can then be edited in 2 places
- The Contacts block in the clients company record (as above)
- By clicking on the ID# (eg C0001) on the Contacts summary board
Tip ~ So they can be selected, Locations need to be added before adding Contacts.
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