To set up AccountEdge so on-screen information is updated automatically

If you haven't already read the Networking Overview, see Keeping the information on your computer screen up to date for more information.

Important networking information for Mac OS X users

  1. From the Setup menu, choose Preferences to open the Preferences window.

  2. Click the System tab in the Preferences window, then mark the box labeled Automatically Refresh Lists When Information Changes.

  3. Click OK to close the Preferences window.

Once you've completed this task, entries that other users make in the company file will appear immediately in any lists that are currently open on your computer screen.

Note: Another automatic way your on-screen information stays up to date

 Your on-screen information may also change automatically when you're working with a particular record in the Sales, Purchases, Historical Sales, Historical Purchases, Receive Payments, Pay Bills, Settle Returns & Credits and Settle Returns & Debits windows. In these windows, if you've marked the Automatically Refresh Lists When Information Changes box in the Preferences window and another person changes or removes the same record you're working with, the window you're using will automatically close.

For more information about this functionality, which is part of the MYOB AccountEdge multi-user file locking feature, see Another way multi-user file locking works.

To set up AccountEdge so on-screen information is updated automatically