Software for every business role

How Accredo Supports Your Team

Every role in your business has different priorities. Accredo is designed to support them all - from owners who need reliable numbers, to managers who want smoother processes, through to staff who handle the day-to-day detail.

By tailoring workflows and automating routine tasks, Accredo helps each part of your business run more efficiently, while keeping everyone connected to the same accurate information.

Business Owners & General Managers

Running a business means making decisions every day, and with Accredo you can trust the numbers behind them. Wherever you’re reporting from in the system, you’ve got a single source of truth you can rely on.

You don’t have time to wade through pages of detail. Accredo highlights the key things you need to see, so you know straight away how the business is performing. And if something doesn’t look right, you can drill down to find out why.

The system also helps capture the know-how your staff build up over time, so processes don’t get lost if someone leaves. That makes it easier to delegate with confidence, knowing the work will be done right.

Mistakes are easier to prevent than to fix, and with built-in access controls you can make sure people only do what they should - reducing errors before they happen.

And because the software automates repetitive tasks, you and your team get back time to focus on bigger things - whether that’s improving operations, growing sales, or just running the business more smoothly.

Related case studies:
 Echodale Marketing Ltd  Supply Services  Clements Contractors

Systems & Operations Managers

Keeping everything running smoothly isn’t easy, but Accredo is built to work the way your business does. You can tailor processes to match how you operate, making it easier to meet customer expectations and manage suppliers.

Automation helps you streamline production and despatch. Instead of re-entering the same data again and again, you can set up business rules that enforce consistency and save valuable time.

Day-to-day tasks are simpler too. You can track jobs in real time, fulfil backorders automatically, and generate invoices directly from orders - all of which improves efficiency and reduces errors.

And because job tracking and inventory control are built in, you can see which jobs deliver the best margins, keep stocktaking under control, and free up your team to focus on work that adds more value.

Related case studies:
 Gisborne Hydraulic Services  QuBik  Nind Electrical Services

Purchasing Managers

Knowing what it really costs to get goods into the warehouse is critical, and Accredo helps you work it out with accuracy. That means your expense reporting reflects the true picture, not estimates.

Costing is handled automatically, so you don’t need to spend hours wrangling spreadsheets. And if you buy in multiple currencies, Accredo takes care of the conversions for you - you set the rates, the system keeps everything up to date.

Suppliers don’t all work the same way, and Accredo adapts. Whether it’s multiple purchase orders in a single shipment or multiple shipments from one order, the system keeps you in control without adding extra admin.

And when it comes to order processing, you can fulfil backorders, print packing slips, and generate invoices directly - no re-keying, no wasted time, and fewer mistakes..

Related case studies:
 Altura Coffee  The Sleep Store

Sales & Account Managers

To keep revenue healthy you need visibility, and Accredo puts customer buying habits at your fingertips. You can quickly see which products or jobs deliver the best margins, and access order histories whenever you need them.

It also helps you focus your efforts where they matter most - on top-performing product lines - while suggesting related products to make add-on sales easier.

Staying in touch with customers is simple. With built-in bulk emailing, you can create targeted lists and keep your most valuable accounts up to date with new products or offers.

And if you’re leading a sales team, Accredo gives you the tools to check performance against budget week by week, spot new trends, and steer your team’s efforts in the right direction.

Related case studies:
 BG Marketing  Nind Electrical Services

Warehouse Managers

Stock accuracy makes or breaks a warehouse, and Accredo helps you stay on top of it. You can streamline stocktaking, track what’s where across multiple locations, and keep an eye on stock in transit.

Barcoding support means faster, more accurate picking and packing. You can organise pick lists by location, making it easier for staff to grab the right items and get orders out the door on time.

Labels are no hassle either - barcodes, shelf labels, courier labels - they can all be printed directly from Accredo without extra systems.

And when it’s time to despatch, you can capture all the key packing and freight information in the right format, then integrate it with your freight forwarder to keep customers updated with accurate delivery info.

Related case studies:
 BG Marketing  Echodale Marketing Ltd  YHI New Zealand

Office Managers

Keeping on top of credit control is simpler with Accredo. The system highlights which debtors need reminders and shows you exactly what’s owing on each invoice, so nothing slips through the cracks.

Repetitive tasks like sending invoices and statements are faster too. With built-in PDF and email functionality, you can send documents the moment they’re created - no extra steps, no delays.

Alarms and memos help the whole admin team stay organised, with reminders for follow-ups and the ability to attach notes or source material directly to documents for future reference.

And with open periods, invoicing and processing don’t have to stop while accounts are being rolled over. You can even set restrictions so staff only enter data into the correct periods, keeping everything tidy and accurate.

Related case studies:
 QuBik  Aciem

Accountants

Accredo makes period management easier. Staff can keep working in the current period while you finalise the previous one, with strict user controls ensuring the integrity of your financial data.

Fixed assets are simpler to manage too. Depreciation is calculated across the year, so reporting is more accurate and you avoid a bottleneck of work at year end.

Reporting is one of Accredo’s strengths. You can consolidate data from multiple branches, filter the way you need, and produce detailed or summary reports directly from the system - cutting down the time spent fixing spreadsheets.

Foreign currency is handled automatically, with realised and unrealised gains and losses calculated for you and a full audit trail if you ever need to check back.

And when something doesn’t add up, you can drill straight from the General Ledger to the source transaction, so discrepancies are quicker and easier to resolve.

Related case studies:
 QuBik

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Having the right accounting solution can be a key factor in the success of your business. So, how do you choose the one that’s best for you? Consider the following to help you choose a system that not only performs the basics, but gives you the information you need to run your business profitably.

Having the right accounting solution can be a key factor in the success of your business. So, how do you choose the one that’s best for you? Consider the following to help you choose a system that not only performs the basics, but gives you the information you need to run your business profitably.

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Business is all about numbers. If you cannot trust your accounting software to report figures accurately your visibility of company performance is compromised. With Accredo business software you can bank on the fact you will get one consistent version of the truth no matter where you are in the system.

Business is all about numbers. If you cannot trust your accounting software to report figures accurately your visibility of company performance is compromised. With Accredo business software you can bank on the fact you will get one consistent version of the truth no matter where you are in the system.

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Find out more information about Accredo by filling out this online form.

Find out more information about Accredo by filling out this online form.