|
▪
|
Use Easy-Fill When Selecting From a List (Windows view)
|
|
▪
|
Automatically Refresh Lists When Information Changes (System view)
|
|
▪
|
For information on other ways you can improve performance on a network, see Special considerations for networked company files.
AccountRight 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.
AccountRight 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.
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)
|
|
▪
|
The Enter Key Works Just Like the Tab Key When Entering Data (Windows view)
|
|
▪
|
|
▪
|
Apply Supplier Payments Automatically to Oldest Bill First (Purchases view)
|
Systemwide preferences are preferences that affect everyone who has access to your company file. For example, if you select Transactions CAN’T Be Changed; They Must Be Reversed nobody who has access to your company file will be able to change transactions once they’ve been recorded.
If you share your software across a network, you may want to exclude users from accessing the Preferences menu, so that only the system administrators can change preference settings.
The preferences in the System view of the Preferences window are optional. If none of them applies to the way you work, you can still use the time billing features without them.
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.
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.
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 and Aged Payables reports, and the Receivables Reconciliation and Payables Reconciliation reports. Ageing periods are also used to categorise information in the Analysis windows.
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.
AccountRight 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.
