Child pages
  • Post-upgrade cheat sheet


 

 

Close

How satisfied are you with our online help?*

Just these help pages, not phone support or the product itself

0
1
2
3
4
5
Very dissatisfied
Very satisfied

Why did you give this rating?

Anything else you want to tell us about the help?

 

 

AccountRight looks similar to your old software, but in fact it’s been built from the ground up to take advantage of the online business world. So we’ve prepared this cheat sheet to address some of the things customers find different after they move to the new AccountRight, as well as some enhancements you might not be aware of. 

Bookmark this page for future reference (press CTRL+D).

 

You can work online or offline - it's your choice
Putting your file online guarantees you get the most value from your subscription—many of AccountRight's time-saving features only work if your file's online. But, even with your file stored online, you still get to choose how you want to work day to day:
  • work online, so you can work with others on your company file. For example, your accountant can log on and run reports without interrupting your work.
  • work offline (check out your file). so you can keep working if you won't have access to the internet for a while. Or, you might prefer to work offline and go back online only when you want your accountant to access your file. AccountRight gives you that flexibility. 
Switching between working online and offline is pretty easy:

check out and check back in

There's things you don't need to do anymore

If you store your file online:

 

you can forget about...
because:
Verifying & optimising your company file

Your file is automatically optimised online

Losing your data

Your data is secure and always up to date. You don’t have to worry about your computer crashing or losing your data in a disaster

Sending data to your accountant on thumb-drives or via email

You can share your file with your accountant online in real time. And you don’t have to put journal adjustments back into the file anymore; your accountant can do that without disrupting your work.

Manually checking for software updates

AccountRight checks for any updates you're entitled to. If an update is available, you will be prompted to download and install it.

Requiring Microsoft Outlook to send emails from AccountRight

You can choose to email invoices and other forms directly from AccountRight—no Outlook required. Or, you can keep using Outlook—it's up to you.

There's lots of new things you can do
It’s likely you've moved to the new AccountRight to get the time saving benefits of doing business online, or to be compliant with Single Touch Payroll. If you haven’t already done so, connect up your online services and start working smarter.

 

The new things online services enables you to do include:   

 

AccountRight Live Services

Here's what others are saying about online services: 

The automatic banking reconciliations are great for us. They save me about an hour month as I don’t have to search where money is coming from.

Jan Benton, Benton General Builders

I’ve been using bankfeeds right from the start and love them – they are a huge time saver and make reconciliations so much easier

Mandy Watson, Gondwana Ecology

The bank feeds are an absolute time saver and a must. Anyone who doesn’t use them is mad!

Coralie Hurley, Commercial Passion

 

Here's some things that have changed

Company file and security changes

  • Company files are now stored in the AccountRight 'library'. The library can be located on your computer, on a network computer on online and makes it easier to manage your company files. Find out more about libraries.

  • User access to company files is now managed by 'roles'. Previously you needed to decide which windows and functions that a user of your company file was allowed to access. Now you just assign 'roles' to each user. Learn about user access.

Reports

  • Session Report is now called the Journal Security Audit report (listed under Security and Audit in the Accounts report group). This new report gives you more detail about changes made to transactions during a selected session and can be run at any time, even after closing and reopening the company file.

journal security audit report

Data entry changes 

  • Inserting a line in a transaction. To insert a line item, you now use right-mouse-click Edit > Insert Transaction Line . To add a blank line, use Edit  > Insert Blank Line .   

  • Deleting a transaction line from a transaction. Previously, you could remove a transaction line from a transaction using the DELETE or backspace key to remove info in each column. Now, you need to right-mouse-click the line and select  Delete Line .

  • Action menu replaced by right- mouse- click command. When you right-click your mouse in  any window,  a menu of related tasks appears . This replaces the Action menu in the Card Information window or the  Reconcile Accounts  window .
    Right mouse click options Reconcile Accounts window 
     

  • Refreshing data.  In s ome windows, for example, the Find Transactions  window, you now  refresh changes to the window (such as  changes to f ilter s ) by clicking a button in the top right corner To save changes in other windows,  such as transaction windows,  you need to record or close them.    

  • Date entry calendars.  There are more options when entering dates, for exam ple,  y ou can now  directly select the year , as well as the current day . You can open the date calendar by  click ing the arrow next to the date field or put ting the cursor in a date field and press ing the Spacebar on your keyboard.

    Selecting a date using the calendar   

 

Keyboard shortcut changes

Here's some keyboard data entry changes you should know about.        

Command   v19 shortcut   New shortcut  
Insert Transaction Line   CTRL+SHIFT+I  
CTRL+SHIFT+I  
Insert Blank Line  
CTRL+SHIFT+L  
Date Entry Calendar   = (equals) or SPACEBAR   SPACEBAR  

See our list of keyboard shortcuts in AccountRight.  

Fonts

In AccountRight Classic, you had the ability to set default font sizes and font types for windows, forms and report. This feature isn't available in the new AccountRight, however you do get the ability to change the font for:If you would like to see more options for changing fonts in AccountRight, submit ideas or vote for existing ones in the AccountRight Idea Exchange.

 

Optimise the performance of your AccountRight. There are a number of things you can do to optimise AccountRight's performance. See Speed and performance tips for more information.

Want to explore further?

See our What's new for v19 users help topic.

Try our eLearning.
Free upgrade eLearning

Watch our Show Me videos for more information, such as how to migrate and tweak your customised forms.