Changing company file date

Managing user accounts and company files > Servicing your company file > Changing company file date

Changing company file date

AccountEdge has the ability to determine if the date set in the program is the same as the current system date. In the past, if the company file was left open overnight or the file was open in the background, the date of the system would change but the date in the company file would remain the same until it was closed and then reopened.

Now, if the company file has been left open overnight or the file was open in the background, as soon as the user begins to work in the company file a message will alert the user that the dates may be different.

If the following windows are currently open they will need to be closed before you can update the date in the company file:

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General Journal

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Invoice/Purchases

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Credit Card Entry

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Pay Liabilities [AccountEdge Plus only]

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Reconcile Accounts

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Receive Payments/Pay Suppliers

You will be able to update the company file date to match the current system date without having to close and reopen your company file.

To update AccountEdge dates

1

Go to the File menu at any command center and select Update AccountEdge Dates. The Update AccountEdge Dates window will appear.

2

Enter the date in the Update Date field you want to use for the transactions in your company file.

3

Click Update.

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Optimising your company file

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Backing up and restoring company files

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Purging information that is no longer needed

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