Tips and Tricks

How many records are in my list?

Posted By Victoria Nealon,
29/11/2018 16:15 PM
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...

Defaulting Graph Fields for Maintenance Forms

Posted By Victoria Nealon,
29/11/2018 15:12 PM
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...

Email templates for documents

Posted By Victoria Nealon,
21/11/2018 13:54 PM
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...

Easy filtering

Posted By Victoria Nealon,
21/11/2018 13:51 PM
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...

Adding a surcharge when customers pay by credit card

Posted By Victoria Nealon,
17/11/2018 09:00 AM
14 April 2016 Download this blog post. 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.

Unbanking receipts

Posted By Victoria Nealon,
17/11/2018 09:00 AM
14 April 2016 Download this blog post. Did you know you can now unbank customer receipts and creditor electronic payments, allowing you to fix any errors, then bank them again?

Drag a Window Outside the Application

Posted By Victoria Nealon,
17/11/2018 08:58 AM
28 February 2017 Download this blog post. Windows in Accredo can now be turned into Floating Windows, which means they can be moved around anywhere including outside of the application, whereas ...

How to Send an Error Trace to Accredo

Posted By Victoria Nealon,
17/11/2018 08:40 AM
04 December 2017 Download this blog post. Accredo reports errors that come from your network, operating system and from within Accredo itself. Ignoring these errors can be costly, as they can...

More control and functionality with Cashbook Rules

Posted By Victoria Nealon,
17/11/2018 08:00 AM
19 February 2018 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...

Improved Sorting for Reference Fields Containing Alpha and Numeric Data

Posted By Victoria Nealon,
17/11/2018 08:00 AM
04 December 2017 Download this blog post. 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...