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AccountEdge Tips and Tricks Newsletter
April 2019
Create User Accounts and define Permissions
When several people enter transactions into the same company file, you can control which command centers, windows, and transactions they can access by setting up user accounts. The ability to limit users’ access can help to minimize fraud. Let us show you how to create user accounts and provide access.
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Using the fictitious “13th Period”
If configured when you created your AccountEdge company file, the 13th period allows for adjustments that impact the year to date balances without affecting figures of a specific month in the company’s financial data. Let us show you how to use this feature to record entries from your accountant to help close out your previous fiscal year.
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Got Gift Certificates?
AccountEdge makes it easy to record gift certificates and redemptions for businesses who sell or provide them. A gift certificate is a liability on your balance sheet until it is used. There are also sales tax implications to consider. Let us show you how to manage these important sales tools.
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