System Preferences

The Easy Setup Assistant takes you through a lot of your settings that you choose in AccountEdge, but there are more advanced options in our Preferences Window. You can access additional AccountEdge system preferences from the top menu bar clicking Setup > Preferences.

To access additional preferences and settings select Setup on the top menu and then Preferences.

Common Preferences

Some frequently used preferences that you should consider choosing prior to entering transactions include:

• Use Audit Trail Tracking (Security Tab): If you want to keep a record of transaction, tax, account, and system changes, select this option. This is useful if more than one person will be entering transactions into your file.
• Transactions CAN’T be Changed; They Must be Reversed (Security Tab): 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.
• I Deal in Multiple Currencies (System Tab): If you want to enable multi-currency accounting, select this option. Please note that this cannot be turned off once you've used the multi-currency option on a card or transaction.
• Setting up User IDs (Security Tab) - if you have multiple users accessing your company file, everyone should have their own unique User ID set for login. User IDs can be set up to restrict access to employee banking and contact information stored in the card file and on reports.

System

There is a range of system-wide settings that let you control updates, refresh data, manage currencies, and customize how transactions, categories, departments, and time billing are handled. These options help tailor the software to your workflow, whether you track jobs, use timesheets, or bill in specific time units.

Windows

Customize how information appears and behaves in AccountEdge, including window layouts, currency symbols, and whether you select records by name, number, or ID. You can also enable tools like Easy-Fill, expandable fields, and spell check to streamline data entry and reduce errors.

Reports & Forms

Control how customer and vendor balances are aged—using custom daily periods or monthly intervals—and how currency symbols, filters, and customization options appear on reports and forms. You can also choose to automatically display advanced filters, include detailed payroll totals on paycheck stubs, and adjust default fonts.

Banking

Automate reminders for checks and deposits, control how payment details display in registers, and enable warnings for duplicate check numbers. You can also choose whether checks default to “already printed” and whether incoming payments are grouped into undeposited funds before being deposited.

Sales

These sales preferences let you automate tasks like printing or sending sales documents, generating packing slips or labels, creating reminders, and applying payments to the oldest invoices. You can also enable warnings for duplicate numbers or exceeded credit limits, retain original invoice numbers when converting documents, and manage features like retainers, change orders, and default customer terms.

Purchases

Purchase preferences let you automate printing or sending purchase documents, apply payments to the oldest bills, and receive alerts for outstanding vendor credits or duplicate purchase/ invoice numbers. You can also retain original purchase order numbers when converting documents, automatically create reminders, and customize default vendor terms.

Inventory

Inventory settings let you choose whether to allow sales of items you don’t have in stock and whether purchase orders and bills should use an item’s standard cost instead of its last purchase price. Enabling these options can give you more flexibility when managing stock levels and more control over pricing during purchasing.

Security

For security and control settings that help protect your company file by allowing you to restrict edits to recorded transactions, lock prior periods, require backups or verification prompts, and warn about post-dated entries. You can also mark the file as read-only, enable audit trail tracking, and manage user IDs and permissions for added oversight.