Filter your Contacts list

How to use the contacts list to view a list and manage your customers and suppliers in Sage Accounting.

1. Go to Contacts and choose Customers or Suppliers.
2. To filter the list affectively, use the relevant options:
   • More- Filter the list by your group analysis types
   • Filter- Filter between Active/Inactive, CIS/Non-CIS Registered and Outstanding balances
   • Configure Columns- Select the settings cog at the top of the contact list to remove or reorder headings
3. Select Search.

Customer statements

Edit and manage customers

Edit and manage suppliers

Create a customer contact

Create a supplier contact

Allocating existing transactions