Live

AccountEdge Preferences Reference Guide

What each AccountEdge preference does when checked vs. unchecked, organized by Setup > Preferences tab: System, Windows, Reports & Forms, Banking, Sales, Purchases, Inventory, and Security. System-wide preferences apply to every user of the company file, not just the person who set them.

Keyword Index

SystemSetup > Preferences > System

Preference	Checked	Unchecked
Allow Multiple Sales Tax Codes on Sales / Purchases System-wide	Allows multiple tax codes within a transaction.	Restricts to one tax code per line.
I Deal in Multiple Currencies System-wide	Enables multi-currency transactions and exchange rates.	Restricts all transactions to local currency.
Warn if Jobs Are Not Assigned to All Transactions System-wide	Displays a warning when jobs are not assigned.	No warning shown.
Turn on Category Tracking	Enables category tracking.	Categories not required.
Round Timer-Calculated Time	Rounds time to defined increments.	Exact time is recorded.
I Use Timesheets for Time Billing and Payroll	Enables timesheets.	Timesheets disabled.
Automatically Check for Updates	Automatically checks for updates.	Manual update checking only.

WindowsSetup > Preferences > Windows

Preference	Checked	Unchecked
Display To Do List When Starting AccountEdge Pro	To Do List opens on startup.	Does not open automatically.
Save Window Sizes and Locations	Remembers window size and position.	Windows open in default position.
Show Currency Symbols in Windows	Displays currency symbols.	Hides symbols.
Select and Display Account Name, Not Account Number	Displays account names.	Displays account numbers.
Select Items by Item Name, Not Item Number	Uses item names.	Uses item numbers.
Select Cards by Card ID, Not Card Name	Uses Card ID.	Uses Card Name.
Use Easy-Fill When Selecting From a List	Auto-fills matching entries.	Manual selection required.
Use Expandable Data Entry Fields in Windows	Fields expand during entry.	Fields remain fixed.
Display Dates Using This Format mm/dd/yy	Dates shown in mm/dd/yy format.	Alternate format used.
When Using the Look For Option in Select From Lists, Automatically Select List Entry While Typing	Auto-selects the matching entry.	Manual selection required.
Display Single Arrow for Unchangeable Transactions	Shows a single-arrow indicator.	Default indicators used.
Tab Moves Keyboard Focus Between Text Boxes and Lists Only	Tab skips buttons.	Tab cycles through all fields.
The Enter Key Works Just Like the Tab Key When Entering Data	Enter moves to the next field.	Enter performs the default action.
Automatically Check Spelling in Description Fields Before Recording System-wide	Runs spell check automatically.	No spell check.
For Individual Cards, Display as First Name Last Name	Displays "First Name Last Name".	Displays the default format.

Reports & FormsSetup > Preferences > Reports & Forms

Preference	Checked	Unchecked
Use Daily Aging Periods System-wide	Uses day-based aging.	Uses monthly aging.
Include Currency Symbols in Reports	Shows symbols.	Hides symbols.
Include Currency Symbols in Forms	Shows symbols.	Hides symbols.
Always Display Report Customization Options Before Printing Reports	Shows the customization window.	Prints directly.
Always Display Advanced Filters Before Sending Forms	Shows filters.	Sends directly.
Include All YTD Amounts and Accrual Balances on Paycheck Stubs	Includes YTD/accrual data.	Shows limited info.
I Use the AccountEdge Print Driver	Uses the internal print driver.	Uses the system printer.
Hide Zero Currency Amounts in Forms	Hides zero values.	Shows zero values.
Advanced Load Handling	Improves large report performance.	Default behavior.
Use Cash Basis, Not Accrual, for Financial Reports System-wide	Uses cash basis. See the Cash Basis Reporting guide for what this changes on reports.	Uses accrual basis.

BankingSetup > Preferences > Banking

Preference	Checked	Unchecked
Make a Reminder for Every Check System-wide	Creates a reminder.	No reminder.
Make a Reminder for Every Deposit System-wide	Creates a reminder.	No reminder.
Default Check is Already Printed	Marks checks as printed.	Adds to the print queue.
Display Payee, Rather Than Memo, in Registers System-wide	Shows the payee.	Shows the memo.
Warn for Duplicate Check Numbers System-wide	Shows a warning.	No warning.
When I Receive Money, I Prefer to Group It with Other Undeposited Funds System-wide	Groups funds together.	Posts directly.
Create Rule Reminders in Bank Statement Window	Enables rules.	No rules.

SalesSetup > Preferences > Sales

Preference	Checked	Unchecked
Automatically Print Sales When They Are Recorded	Auto-prints sales.	Manual printing.
Apply Customer Payments Automatically to Oldest Invoice First	Auto-applies payments.	Manual allocation.
Retain Original Invoice Number When Converting Quotes and Orders System-wide	Retains the invoice number when converting a sales order to an invoice.	Generates a new invoice number when converting an order or quote.
Warn if a Tax State is Not Selected System-wide	Shows a warning.	No warning.

PurchasesSetup > Preferences > Purchases

Preference	Checked	Unchecked
Automatically Print Purchases When They Are Recorded (Bills, Orders, Receive Items, Quotes)	Auto-prints purchases.	Manual printing.
Apply Vendor Payments Automatically to Oldest Bill First	Auto-applies payments.	Manual allocation.
Retain Original PO Number When Converting Quotes System-wide	Retains the PO number when converting a purchase order or quote to a bill.	Generates a new PO number when converted to a bill.

InventorySetup > Preferences > Inventory

Preference	Checked	Unchecked
Allow the Sale of Items with Insufficient On-Hand Quantities System-wide	Allows negative inventory.	Prevents the sale.
I Use Multiple Inventory Locations System-wide	Enables multiple locations.	Single location only.

SecuritySetup > Preferences > Security

Preference	Checked	Unchecked
Transactions CAN'T Be Changed; They Must Be Reversed System-wide	No edits allowed -- must reverse instead.	Edits allowed.
Prompt for Data Backup When Closing	Prompts for a backup.	No prompt.
Prompt for Session Report When Closing System-wide	Prompts for a session report.	No prompt.
Warn Before Recording Post-Dated Transactions	Shows a warning.	No warning.
Check Company File for Errors Before the Backup Process System-wide	Runs a check first.	Skips the check.
Prompt for Data Verification When Opening	Prompts for verification.	No prompt.
Mark This Company File as Read-Only System-wide	Read-only mode.	Editable.
Use Audit Trail Tracking System-wide	Tracks changes.	No tracking.
Set This File as the Sample File Diagnostic Only	Marks it as the sample file.	Normal file.