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  • Using the sample company file (Clearwater)


 

 

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Clearwater graphic
Practice makes perfect, right? So why not practice using AccountRight with a sample company file. There's 4 to choose from (AccountRight Basics, Standard, Plus and Premier) so you can play with all AccountRight's features. This is handy if you're thinking of upgrading, or just want to try out a new feature—like multi-currency.

The files contain sample data for a fictional business called Clearwater. Sure, it's probably different to your business, but AccountRight works the same regardless of the business type.

You can save, delete, and change as much information as you like. And because it's a sample file you're not going to break anything or ruin anyone's day.

So jump into a sample company file at any time. It's like your own AccountRight playground—without the bumps and bruises.

 

To open a sample company file

To open a sample company file

  1. Display AccountRight's Welcome window by either:
    • starting AccountRight from the desktop shortcut, or
    • in your company file, go to the File menu and choose Open, then click Cancel.
  2. On the Welcome window, click Explore a sample company.
    Welcome window with explore a sample company highlighted
  3. In the Samples folder, open the folder for your country (AU or NZ).
  4. Open the folder for the AccountRight version you're using, such as 2017.2. The sample company files for that version are displayed. If no sample files are listed, uninstall then reinstall AccountRight.
  5. Click a sample file then click Open. If you're interested in trying multi-currency, choose the Clearwater_Premier sample file.
  6. At the Sign in window, click OK (by default, the Administrator user doesn't have a password).

That's it - you're in. Play, explore and learn. If you get stuck, press F1 on your keyboard for help.

Some things to try

The sample company file is perfect for lots of scenarios. Here's a few:

Try this 
Importing

Before importing data into your actual company file, try importing it into a sample company file. This will identify an issues with the data or import file format.

Learn about using an import template or how to import and export.

Create an import template

If you need to import data into your actual company file, export similar data from the sample company file to create an import template. For example, if you need to import customer details, export customer details from the sample company file. The export file becomes your template. Simply open the export file in Excel and replace the sample data with your data. Bingo - you now have a correctly formatted import file, ready to be imported.

Learn more about using an import template.

Bank feeds

You might have heard how bank feeds speed up data entry by bringing in transactions straight from your bank account. Take a look at what bank feed data looks like in the sample company file. Learn how matching works and how to create rules for regular transactions.

Like what you see? Learn how to set up bank feeds in your company file.

Importing a bank statementIf you haven't set up bank feeds yet, try importing a statement that you've downloaded from your bank. You'll see what the imported transactions look like, and see how easy it is to create matching transactions in AccountRight.
Process a pay run (Australia only)The sample files for AccountRight Plus and Premier are set up with employees, ready to be paid. Learn about payroll categories and how they control what an employee is paid. Check the employee card setup and see how easy it is to do a pay run.
Troubleshooting issues

If you're getting an error in your company file or experiencing some other issue, see if it also happens in the sample company file. For example, if you're consistently getting an error when reversing a transaction, try reversing a transaction in the sample company file.

If the issue can't be replicated in the sample company file, it suggests there's an issue in your company file. But don't panic—we have lots of support options.

Record multi-currency purchasesIf you buy in different currencies, you'll be excited to learn we've added some multi-currency features into the new AccountRight. At the moment it's still in beta (not all features are ready yet), and it's only suitable for importers. But this is is just the beginning—there's lots more to come. To learn more, see Working with multiple currencies (Beta).