Tips & Tricks

Did you know there are several simple shortcuts that work in any date field in Accredo without needing to pop up the calendar?

Do you find yourself always choosing the same preferences each time you open a particular List in Accredo? Did you know there is a way to have any List open with the same selection preferences set as the default every time?

Did you know that you can customise the columns displayed when you dropdown a look-up, and that Accredo uses the same columns and column widths applied to the look-up as the columns shown in the Word Look-up form?

Do you need to email selected contacts, customer or creditors, for example, to advise them of holiday hours, change of address or special offers?

New Zealand banks are phasing out cheques as a way to make or receive payment in 2021. When ready follow the steps outlined in the PDF to remove references to cheques throughout your Accredo system.

Price codes are used to create different price lists for various audiences. Up to nine Price Codes can be stored on the Product record. (These can be reported / filtered anywhere you are working with Products.) But beyond that, you can have as many Price Codes as are required.

The Government’s Wage Subsidy Scheme supports employers and their staff to maintain an employment connection throughout this difficult period and ensures an income for affected employees, even if the employee is unable to actually work any hours. Download the PDF for a step-by-step explanation of how to best handle any wage subsidy payments in Accredo.

Do you find yourself always choosing the same preferences each time you open a particular List in Accredo? Did you know you can save your preferred selections for any List, by recording and saving a MaxBasic script to set the selection preferences. And you don't need to know how to code to do it! Just follow the simple steps in the PDF.

With the inevitable fluctuations in foreign currency during these uncertain times, now is a good time to clarify in more detail the way stock revaluations for stock that was purchased in foreign currency are handled within Accredo.

If you use the Accredo Mail Form to create email in Accredo, there are now new features to enjoy.

There is now an easy way to reconcile your Accredo Cash Flow Report.

Did you know there is a button you can click in the Cashbook to show the GL Account a Deposit or Withdrawal was analysed to?

Did you know you can rename the Address fields and Delivery Address fields on Customers and Creditors?

When you are reconciling a Bank Statement, you may find sometimes that a Statement Line represents two Transactions, so the Line cannot be matched.

In Accredo Version 5, you can now see both current and historical documents together on all document lists.

When you run a report to Excel from Accredo Version 5, the report title is now used as the worksheet name.

If you are using rules in cashbook to automatically create transactions from your bank statement, you may not know that there is now a query option which allows you to preview each transaction before it is created.

If you are using the lists to search for records, did you know you can press a button that tells you how many records turned up in your search, without having to print the report to find out?

Accredo reports errors that come from your network, operating system and from within Accredo itself. Ignoring these errors can be costly, as they can report the first sign of data corruption, hardware issues and other issues affecting your data.

Accredo sorts Reference fields (such as Order No) numerically, so it displays them as right-aligned. If you use a mix of Alpha and Numeric data in these fields, you may find the automatic sorting is not how you want it to be.

You can set your own default Selections and Fields for a Maintenance Form Graph Tab using an OnOpen script, so that when the Graph Tab is opened, the Graph will display the way you want it to.

As of Windows 8, applications can be designed to opt out of being scaled by Windows on higher DPI display devices. Accredo version 4.0.10.126 has been made High DPI Aware, which means we can control the scaling inside the application without you having to change your scaling in Windows.

You can now move report layouts outside their default folders. This can be useful if you have lots of reports and want to group them into subfolders.

Did you know you can add a button to your GST Return form (NZ) or BAS Return form (Aus) to open the IRD / ATO website, so you can log in and lodge a Return?

Windows in Accredo can now be turned into Floating Windows, which means they can be moved around anywhere including outside of the application, whereas Child Windows can only be moved around inside the application.

Users now have the option of printing Stocktaking forms and entering Basic type Stocktakes.

Did you know you don’t have to close the Company and re-open it to switch Users?

Accredo gives users the option to take customers off Stop Credit when they have fully paid the balance on their account (provided Write Permission for Stop Credit is in place).

Accredo has written a script to launch the IRD Depreciation Rate Finder. You may find it useful to hook this up to a button on your FA Asset Maintenance window and your FA Opening Values window. Read the PDF to find out more.

Job Costing users will already be familiar with how AP Shipments can integrate with Jobs, but now AP Invoices and CB Withdrawals can integrate too. Find out more.

We have had a few people ask how they can automatically add a surcharge to an invoice when the customer is paying by credit card. Here's how its done.

Did you know you can now unbank customer receipts and creditor electronic payments, allowing you to fix any errors, then bank them again?

Did you know that in Accredo you can see at a glance whether an invoice has been paid, just by adding the FULLY ALLOCATED field to the invoice List?

Did you know that in Accredo there is a 'Show All' button for Transaction and Documents Lists?

Did you know you can add a button to your GST return form which will print your GST reports?

What do you do when you have imported your statement and found a statement line that represents two transactions keyed into Accredo?

Accredo now provides the functionality to recognise Customer Receipts on imported Bank Statements and turn them into Receipt Transactions, based on user defined Rules, which are matched against Statement Lines. As more and more customers are paying by direct credit, Rule Matching from Bank Statements is a significant time saver.

The Debtors Clearing Account in the Accredo GL is a code for AR Receipts and their corresponding CB Deposits to be analysed to, so that the net effect of banked receipts in the GL will be debit Bank Account and credit Debtors Control Account.

In the past, when you were filtering on a code or codes, you had to ‘remember’ the codes and type them in. Now, in Accredo 4, if you to want to filter for a Lookup field, such as CustomerCode, the Criteria can be selected from a drop down list.

In Accredo 4 you can set default Email Templates per Document, allowing you to decide on the Attachment name, the Subject and body of the Email based on the type of Document you are emailing. Sample Templates are supplied which can be used as they are or modified to suit.

Did you know that on Document and Batch lines, there is a button you can click to toggle whether to confirm the deletion of lines? Toggling it off means you will not get the Confirm prompt after deleting each line as shown in the attached PDF.

Did you know you can enter an Invoice and Payment on the same screen by entering it as a Cash Purchase, even when the payment is for a later date? This is useful for Invoices paid by Direct Debit.

Do you get frustrated when opening multiple Excel files, by the way they open on top of each other, meaning you cannot view them side by side?

Do you pay your Creditors Electronically and sometimes forget to enter their Bank Account Number?

Did you know you can enter AP Invoices and CB Withdrawals for Asset Purchases and create the FA Asset and Addition at the same time?

If you email documents from Accredo such as Invoices or Remittances, and have had people say they never received your email, there’s a good chance it ended up as spam.

Job Costing users will already be familiar with how AP Shipments can integrate with Jobs, but now AP invoices and CB cheques can integrate too.

Users can decide to have their lookup control buttons on the inside of lookup fields or the outside. By default they show on the outside - a change that occurred in Release 3.6, but users can change them back if needed.

When you make a record inactive in an edit grid, Accredo moves it to the bottom, so that all inactive records appear at the end of the grid.

Accredo now provides a GST Code Detailed Report Layout that makes reconciling GST a lot easier as it reports from AR, AP and CB all on the one report. The report is on an invoice (accruals) basis which is the way we transfer to GL.

Did you know you can click the Data field on the bottom right hand corner of Accredo to see who’s currently logged into Accredo?

Accredo provides a number of keyboard shortcuts for entering dates, and also keyboard shortcuts for adding and subtracting GST.

Did you know it’s easy to save an Email and link it to a Master File (such as a Creditor or Customer) or a Transaction, so you can view it from Accredo?

Saturn users can now find which Products belong to which Bin Location by using the Word Lookup.

Did you know you can view the order (or orders) an invoice was generated from?

With an unlimited number of Stock Locations possible, a Product Report layout doesn't know how many you have, so Locations are displayed down the page, rather than across the page as fields you can select. Read more.

When you are batch emailing invoices to your customers, you now have the option of consolidating emails.

Do you find your Special Pricing Rules hard to manage? Using the SP Rule Designer gives you a nice easy way to create rule definitions which you can add to the Navigator for easy viewing and maintenance of your Special Pricing Rules.

Did you know there is a simple way to copy a field to the field below?

If you ever need to email copies of invoices to a customer, there is quick way to get them on one email.

Did you know that you can import a file of customers or contacts for use in batch emailing so you are not just restricted to the filters on the lists for deciding which customers or contacts you wish to email?

Use Links to attach files or web links and Memos for recording notes or reminders.

Accredo 3.5 supports HTML formatting for email.

In this issue of Tips and Tricks - handy hints that help customers improve their use of Accredo - we teach you how to add Custom Fields to Word Lookups.

Learn how to keep Accredo maximised on your screen.

Learn more about GST rounding.

Learn how to limit foreign exchange errors.

Learn more about finding AP Payments not in CB.

Learn how to find AR receipts in CB.

Learn how to summarise report layouts.

Learn more about phone lookups.

Learn about shortcuts in Date Fields.

Learn more about the changes we have made to make our Sales Analysis Reports clearer and easier to use.

Learn more about back ups and file names.

Learn how to make the Navigator reappear on screen.

Learn how to enter adjustments where sub ledger GST period is closed.

With the end of the financial year looming for most users, now is a good time to create a new year for next year's transactions.

In Accredo you can set up multiple budgets per GL account and use these to report against actual balances or on their own.

You can use the GL Report Designer to create a report for comparing Actuals with Budgets, or for just reporting the budgets.

People often wait until the end of year to write off bad debts. Read this PDF to find out the correct way to do this in Accredo.

Release 3.00 users can take advantage of the new easy way to add frequently used Sales Analysis Reports to the navigator eliminating the need for loading them each time.

We have been asked by a few users whether it's possible to bulk email attachments with statements without having to manually add them to each email. This can be done with a script which is run in place of the 'Email Statements' option.

Sometimes we get calls from users who can't find an AR Receipt in the Cashbook when doing a Reconciliation.

Using SMTP mailing is a much faster way to send batch emails than having them go through your email program. We recommend that everyone undertaking batch emailing use this feature.

We have added Category1 and 2 fields on the Links tab of Masterfile records such as Products, Customers and Creditors following user feedback.

There are now 3 types of Memo. Alarms, Memos, and Reminders. Reminders are new for Release 3.00. You can setup Reminders that will pop up in Accredo at a specified time and only appear for the Target User Code. If you have setup a Reminder with your User Code as the Target User, the reminder will only pop up for you. Reminders are useful for reminding you of a scheduled meeting. Reminders have a Reminder Interval to remind you at a specified time before the event; and when you logon Accredo checks for reminders.

Sales Analysis has been redesigned to provide requested improvements including sorting and limiting, SQL queries, supressing fields to make reports less cluttered, and Foreign Exchange reporting. One request was for reporting on YTD This and YTD Last.

Don't wait for year end to fix up discrepancies in your accounts. It is good practice to make sure your sub ledgers balance with your General Ledger each month before you print out your month end reports and roll the ledgers.

With year end stocktaking imminent for many business, Accredo can ensure stocktaking runs smoothly and is accurate in just a few simple steps.

We added some new analysis report layouts in build 2.7.5.609.
- AR Sales Group Sequence
- AP Expense Sequence
- CB Analysis Sequence

As you will be aware, NZ Post is making the use of post codes a requirement when sending mail. This will likely require frequent visits to the post code finder website to look up a post code, which can be a nuisance.

Did you know that you can use a range of Special Characters in text fields in Accredo, just like you can in many other applications.

If you are not using word lookups already as a quick way to locate MasterFiles such as Customers, Creditors and Products by their name or other field, here's a quick example of finding a customer by part of their name when entering an invoice.