Blog

Keep up to date with latest company and product developments, media coverage and Tips and Tricks – our helpful hints on how to operate the Accredo system.

See Current and Historical Documents Together
12 November 2018
In Accredo Version 5, you can now see both current and historical documents together on all document lists. 

 

Keywords: Tips & Tricks
Auto naming Excel Worksheets
12 November 2018
When you run a report to Excel from Accredo Version 5, the report title is now used as the worksheet name.

 

Keywords: Tips & Tricks
More control and functionality with Cashbook Rules
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 each transaction before it is created.

 

Keywords: Tips & Tricks
How many records are in my list?
19 February 2018
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?

 

Keywords: Tips & Tricks
How to Send an Error Trace to Accredo
04 December 2017
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.

 

Keywords: Tips & Tricks
Improved Sorting for Reference Fields Containing Alpha and Numeric Data
04 December 2017
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.

 

Keywords: Tips & Tricks

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