Save & Sync Custom Forms Across All Clients
Table of Contents
Introduced in AccountEdge NE 34.0.5 | Feature Guide
Custom forms saved on one machine automatically sync to all other workstations connected to the File-Connect server. No manual copying required.
Enabling This Feature
Go to:
Setup > Preferences > Reports & Forms > Sync Custom Forms Across All Clients [System-wide]
Tick the checkbox and click OK.
How It Works
When you open AccountEdge NE:
Your custom forms are sent to the File-Connect host machine. Any forms updated by other workstations are automatically pulled down to yours before the forms list loads.
When you save a custom form:
The updated form is immediately synced to the File-Connect host and becomes available to all other clients the next time they load their forms list.
Requirements
The AccountEdge File-Connect must be running and accessible on the network
A company data file must be open for sync to occur
The preference must be enabled on all workstations (System-wide setting)
📝 Note: If two users edit the same custom form at the same time, the last person to save will overwrite the other's changes. To avoid this, coordinate with your team before editing shared custom forms. |
Troubleshooting
Symptom |
What to Do |
|---|---|
Forms not updating on workstation |
Ensure company data file is open and the FileConnect is running |
Seeing an older version of a form |
Close and reopen the forms customization list to trigger a fresh sync from the host |
Changes were overwritten by another user |
Another user saved the same form simultaneously — re-apply your changes and save again |