Configuration folder

Details

Setup company name, address, phone, web address, and email.

YearsPeriods & Years

Setup financial years and periods within financial years.

Banking Media

Setup banking media for CB Banking Summaries and AR Customer Records.

Branches

Setup branch codes and names. (Accredo Saturn Only)

Departments

Setup department codes and names. (Accredo Saturn Only)

Price Lists

Setup the GST basis (Inclusive / Exclusive) for up to 9 different price lists.

Delivery Addresses

Setup delivery addresses for the company.

Discount Schedule

Maintain the 100x100 discount schedule, set customer by product discount rates.

Company Display

Customise the Accredo display and sounds on a per company basis.

Local Display

Customise the Accredo display and sounds for an individual workstation.

Decimals

Setup the number of decimal places for quantities, discounts and other figures in Accredo. Decimal places for Cost and Sell prices may be set per currency from FX Currency.

Mail Settings

Setup SMTP mailing from Accredo and set company email signatures.

Company Settings

Setup flushing mode for performance tuning.

Reporting folder

Report Preferences

Setup options for printing reports.

Document Defaults

Setup the names of the default document definition files to be used when printing documents (such as invoices, cheques, statements) and set printer details.

Report Layouts

Setup, view and maintain standard report layouts for a company from a single location.

Scripts folder

Shortcut List

Setup shortcuts to scripts.

Script Events

Setup and edit scripted events.

Users folder

User Access Times

Setup time periods when access to Accredo is denied (typically for backups).

Users, Groups and Roles

Setup users, groups and roles, along with their preferences and settings.

Utilities folder

Alias Codes

Change codes for existing records, updating all references.

Merge Codes

Merge codes for existing records, updating all references.