AccountEdge Tips and Tricks Newsletter

April 2020

AccountEdge University is Open

We are excited to announce an all-new series of live online sessions geared toward teaching you the power of AcountEdge. Our first webinar, AccountEdge 101, is Tuesday, April 14th, at 2pm Eastern. Other weekly will focus on Taking Control of Your General Ledger, Banking Basics, Everything Inventory, and Processing Payroll.

This is an excellent opportunity for you to brush up, learn some new tricks, and work on your business finances. There will be something new for every level of user. No prerequisites and no tests. Check your inbox for details or register here for any of our upcoming educational sessions. Stay tuned for additional topics to be announced in a few weeks.

ADMIN

Creating Users and Set Passwords

If several people enter transactions into the same company file, you can control which windows and transactions they can access by creating User Accounts and assigning login passwords.

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ADMIN

User Permissions

You can set broad restrictions on users, such as access to the employee card file, or you can set specific restrictions, such as viewing employee banking details. This is all modified as the admin user from Setup>Preferences>Security>User IDs.

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ADMIN

How to Set User Privileges

Use this handy list to easily see what restrictions can be applied to individual user accounts. Determine what command centers, windows data, and reports can be accessed per user.

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