Tips & Troubleshooting

Tips & Troubleshooting

Preferences tips

The date displayed is incorrect

Accountedge software uses your computer’s system date for all transactions. Try closing your software and reopening your company file. If the date still is wrong, check that your computer’s system date is correct. If you’re unsure how to do this, search your computer’s help system.

The date is displayed in the wrong format

AccountEdge software uses the date format that is set on your computer. If you want to change the format, you need to change the settings on your computer. Note that this will change the date format for all the programs on your computer. If you are unsure how to so this, search your computer’s help system.

Preferences to speed up data entry

You can change a number of preferences to reduce the amount of typing you do, provide default entries and automate certain tasks, like applying payments to open invoices. The following is a list of some preferences that may help speed up data entry:

▪	Select and Display Account Name, Not Account Number (Windows view)

▪	Select Items by Item Name, Not Item Number (Windows view)

▪	Select Cards by Card ID, Not Card Name (Windows view)

▪	Use Easy-Fill When Selecting From a List (Windows view)

▪	When I Receive Money, I Prefer to Group It with Other Undeposited Funds (Banking view)

▪	Apply Customer Payments Automatically to Oldest Invoice First (Sales view)

Understanding Easy-Fill

Easy-Fill displays your permanent records (customer names, account numbers, items, etc) as you type them, enabling you to save a few keystrokes with each entry. If more than one entry begins with the same letters, keep typing until the record you want is displayed. When you see the entry you want, press TAB to move to the next field.

To enable Easy-Fill, select the Use Easy-Fill When Selecting From a List option in the Windows view of the Preferences window.

Unlocking periods after you’ve locked them

If you want to enter an adjustment for a period that is locked, choose an earlier month from the list that appears in the Security view of the Preferences window. Then, after you’ve made the adjusting entry, re-lock the period. Note that any reports you have already generated in the lock period will be affected by the change, and should be rerun.

About ageing periods

You can choose how you want to group aged transactions for your reports and forms. The settings you choose will affect statements and reports, including the Aged Receivables reports, and the Receivables Reconciliation reports. Ageing periods are also used to categorise information in the Analysis windows.

Changing the font that appears in windows

Go to the Setup menu and click Preferences. In the Windows tab, click Window in the lower left corner of the window.

Changes to default credit terms won’t affect current customers and suppliers

If you change the Default Customer and Default Supplier credit terms in the Credit Terms window, these terms will only apply to new customer and supplier cards.

If you want to update the credit terms for existing customers or suppliers, you need to change individual cards in the Card Information window.

Making changes to your linked accounts

Your software uses linked accounts to post your inventory, sales and purchase transactions to the proper account. When, for example, you link your receivables account, you are telling your software where to post the balance due from a sale.

Many linked accounts are set up for you when you create a new company file and you may not need to change them. If you’re not sure whether you should change your linked accounts, consult your accountant before proceeding.

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