How to tutorials

Create A New Customer Video


An easy to follow and step by step video tutorial on creation of a new customer on the Financials for Office 365 Lite Edition. 

You store all information, rules, and values that apply to a customer in a customer account record and view them in a customer card.

First, create a new card and fill in basic information, such as the customer's company name, contacts, and addresses. Then, you create additional information for the customer by attaching different codes and values to the card, such as default dimensions, currency codes, and bank account numbers.

When all of the required master data is created, you can configure additional customer information, such as alternative ship-to addresses and special cards for cash customers.