Table of Contents
Action Menu and
Google Maps in AccountEdge for Windows
An overview of the “Actions” button and its potential uses in AccountEdge. Explains the ability to view card address info and directions using Google Maps on Windows (although the video covers Windows this feature is also available for Mac).
Various ways to open files in AccountEdge for Mac
Discusses various methods for opening a company file from AccountEdge and AccountEdge Network Edition including AppleScript. Although this video is geared towards Mac we also cover some possibilities in Windows.
The Task Drawer in AccountEdge for Mac
Shows a Mac only feature that can be used to store commonly used windows and reports.
Goes over the ability to set a company file as Read-Only in order to prevent data entry in files from previous years.
Importing, Excel and Commas
Explains a method of bypassing an issue that some customers experience when exporting from AccountEdge, editing in Excel, and then importing text files back into AccountEdge, where commas are present.
Customizing Invoice with Weight Fields
Goes over adding fields for item weight on invoices and packing slips. Also displays where to set the weight for individual items.
Updating Credit Card Information
Demonstrates the ability to update credit card information and explains how credit card information is stored in AccountEdge in regards to PCI compliance.