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.
If you store your file online:
you can forget about...
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.
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:
link your bank account to save time on data entry and bank reconciliations
share real-time business information with your team and accountant – even if they're in different locations
send invoices and manage your contacts on the go with our smartphone app
reduce the amount of paper filing you do by saving supplier bills in your accounts
(Australia only) pay unlimited employee super contributions quickly and easily without leaving your software
easily extend and build on AccountRight with custom apps tailored to your business and industry
send your invoices straight to AccountRight and track whether your customers open them
give your customers an easy way to pay you online to help you get paid on time.
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
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.
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.
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 .
Refreshing data. In some 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.
Keyboard shortcut changes
Here's some keyboard data entry changes you should know about.
Insert Transaction Line
Insert Blank Line
Date Entry Calendar
= (equals) or SPACEBAR
See our list of keyboard shortcuts in AccountRight.
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.
Want to explore further?
See our What's new for v19 users help topic.
Watch our Show Me videos for more information, such as how to migrate and tweak your customised forms.
See what we've added recently to AccountRight.