Preferences are settings that enable you to tailor AccountRight to your business requirements and processes. For example, you can choose to automatically print invoices after recording them, or prevent users from editing transactions.

Before setting preferences, close any open windows (apart from the Command Centre). You will not be able to change preferences if you have other windows open.

You can set up your preferences using the:

• Customise Easy Setup Assistant. This assistant guides you through setting up key preferences. To access the assistant, go to the Setup menu, choose Easy Setup Assistant and then click Customise.
• Preferences window. This window lists all of the preferences. To view this window, go to the Setup menu and choose Preferences.

Some preferences you should consider choosing include:

• Transactions CAN’T be Changed; They Must be Reversed If you don’t want to allow users to edit or delete transactions, select this option. If they want to change or delete a transaction, they will need to do so by recording a reversal transaction. For more information, see Reversing a transaction.
• Select and Display Account Name, Not Account Number If you want to search for accounts by their names rather than by their numbers, select this option. This allows you to enter accounts and sort your account search lists alphabetically using the name of the accounts rather than the numbers.
• Warn if Customer has an Outstanding Credit Before Applying a Payment If you want to be notified whether a customer has any outstanding credits before you apply their payment to a sale, select this option.
• Apply Customer Payments Automatically to Oldest Invoice First If you’d like payments from customers to be applied to the oldest outstanding sales first, set this preference in the Sales view of the Preferences window.