Module Training: Company

On this page find notes for:

Changing Codes - Alias and Merge V4.0 (SYS05)

Changing Codes - Alias and Merge V4.0 (SYS05)

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In this lesson you will learn how to make changes to codes in Accredo

After completing this lesson you will be able to:

• Alias Codes - Rename

• Merge Codes - Combine

• Import change lists from Excel

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In this lesson you will learn how to set up Masterfiles in Accredo.

After completing this lesson you will be able to:

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• Create new Products

• Create new Customer

• Create new Suppliers

• Create new Jobs

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Adding Links and Memos to Documents and Transactions

Accredo users will be already familiar with adding Links and Memos to masterfiles such as Customers and Products. Release 3.5 users can now add them to Documents and Transactions. Use Links to attach files or web links, Memos for recording notes or reminders.

In the example in the PDF download, we demonstrate saving a pdf copy of invoice emailed to you by a creditor against the Invoice transaction in Accredo.

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In this lesson you will learn about using the Accredo system.

After completing this lesson you will be able to:

• Run Month End Reports

• Transfer Modules to General ledger

• Post General Ledger Batches

• Run End of Period Update

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Go to the Accredo Website accredo.co.nz 

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Click on Products

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In this lesson you will learn how about End of Month processing in Accredo

After completing this lesson you will be able to:

• Check each module has been completed correctly

• Print End of Month Reports

• Verify General Ledger and Module Balances

• Roll to the next month

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The Memos and Alarms function allows you to store information and messages associated with data in your Accredo system. Memos and alarms can be associated with:

• Records which are identified by codes, such as master files and analysis codes,

• Users, where they are used to store information relating to a particular user,

• Companies, where they are used to store global information relating to the company.

A memo stores information against a record for selective reviewing. Conversely, an alarm is displayed automatically when pre-defined conditions are met

To open the memo grid open the relevant form to apply a memo to (For example, the customer master file)

• Select the record to add a memo or alarm to (eg select customer)

• Click on the Memos Tab

In this lesson you will learn about Accredo’s new email integration features.

After completing this lesson you will be able to:

• Set up email integration, Signatures, and more.

• Email Statements and Invoices.

• Create a mail out list based on multiple criteria.

• Create a batch email that sends a personalised message.

• Attach a file to an email.