English · 中文

New customer, supplier or account

Ask for a new customer or supplier with its code and company name; currency, payment terms and control account follow your book's usual values unless you say otherwise. A new account in the chart of accounts works the same way, with its code, name and kind.

Example prompts

Copy one into a chat with AUTOCOUNT connected and change the details to your own.

1. In Company A's book, add a new customer: code 300-S002, Customer C Sdn Bhd, payment terms 30 days.

2. Add supplier 400-D002, Supplier G Sdn Bhd, currency SGD.

3. Show me how our customer codes are numbered, then add Customer E with the next free code.

4. In Company A's book, add expense account 910-T001 Courier Charges (type EP) and bank account 310-T002 Bank D Current Account.

Include in your request

• The code (in your book's format) and the company name, in English if your book keeps names in English.
• Currency and payment terms, only if they are not the usual ones.
• The control account, only if your book has more than one.
• For a new account: its code in your book's format, its name, and its kind (an expense or income account with its account type, or a bank, cash, fixed asset or stock account).

What happens next

• A confirmer types the 4-digit code and the customer, supplier or account is created.
• You can then use it in invoices, receipts and payments.

Tips

• Address, phone and e-Invoice details are kept in AutoCount; add them there if needed.
• Withdrawing deletes the new customer or supplier.
• New accounts work the same way: give the code in your book's format, the name and the kind (bank, cash, fixed asset, stock and so on). Withdrawing deletes an account only while nothing uses it.

Related topics

• Sales invoiceAsk for a sales invoice with the customer, date and lines, or from a quotation, sales order or delivery order; you get a preview link to confirm.
• Customer receipt and knock-offAsk for a receipt with the customer, date, amount, where the money went and the invoices it pays; without invoices it stays as the customer's advance.
• Confirming on your phoneOpen the preview link, check the cards, type the 4-digit code shown on the page, tick the large-amount box if it is there, and press Confirm and post.