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AUS

NZL

© 2020 Zeal Systems Limited.
All rights reserved.

Contact Us

Phone NZ: +64 7 544 4488
Phone AUS: +61 3 9016 3410

 

Email NZ: helpdesk@zealsystems.co.nz
Email AUS: helpdesk@zealsystems.com.au
 

Office NZ: 74 Grey Street,  Tauranga 3110
Office AUS:
 Suite 504, 365 Little Collins Street, Melbourne, VIC 3000

Module Training: Company

On this page find notes for:
 
Changing Codes - Alias and Merge V4.0 (SYS05)

In this lesson you will learn how to make changes to codes in Accredo

 

After completing this lesson you will be able to:

  • Alias Codes - Rename

  • Merge Codes - Combine

  • Import change lists from Excel

Download PDF
Training Notes
Changing Codes - Alias and Merge V4.0 (SYS05)
 
Accredo - Company - Email Integration V4.0 (SYS06)

In this lesson you will learn about Accredo’s new email integration features.

 

After completing this lesson you will be able to:

 

  • Set up email integration, Signatures, and more.

  • Email Statements and Invoices.

  • Create a mail out list based on multiple criteria.

  • Create a batch email that sends a personalised message.

  • Attach a file to an email.

Download PDF
Training Notes
Accredo - Company - Email Integration V4.0 (SYS06)
 
Masterfiles V4.0 (SYS07)

In this lesson you will learn how to set up Masterfiles in Accredo.

 

After completing this lesson you will be able to:

  • Create new Products

  • Create new Customer

  • Create new Suppliers

  • Create new Jobs

Download PDF
Training Notes
Masterfiles V4.0 (SYS07)
 

Adding Links and Memos to Documents and Transactions

 

Accredo users will be already familiar with adding Links and Memos to masterfiles such as Customers and Products. Release 3.5 users can now add them to Documents and Transactions. Use Links to attach files or web links, Memos for recording notes or reminders.

 

In the example in the PDF download, we demonstrate saving a pdf copy of invoice emailed to you by a creditor against the Invoice transaction in Accredo.

Download PDF
Training Notes
Accredo Links (SYS09)
 
Accredo - Short End of Month Instructions V4.0 (SYS01)

In this lesson you will learn about using the Accredo system.

 

After completing this lesson you will be able to:

  • Run Month End Reports

  • Transfer Modules to General ledger

  • Post General Ledger Batches

  • Run End of Period Update

Download PDF
Training Notes
Accredo - Short End of Month Instructions V4.0 (SYS01)
 
Accredo Download Demo (SYS02)

Go to the Accredo Website accredo.co.nz 

Click on Products

Download PDF
Training Notes
 Accredo Download Demo (SYS02)
 
Comprehensive Accredo End of Month notes (SYS03)

In this lesson you will learn how about End of Month processing in Accredo

 

After completing this lesson you will be able to:

 

  • Check each module has been completed correctly

  • Print End of Month Reports

  • Verify General Ledger and Module Balances

  • Roll to the next month

Download PDF
Training Notes
Comprehensive Accredo End of Month notes (SYS03)
 
Memos and Alarms (SYS04)

The Memos and Alarms function allows you to store information and messages associated with data in your Accredo system. Memos and alarms can be associated with:

 

  • Records which are identified by codes, such as master files and analysis codes,

  • Users, where they are used to store information relating to a particular user,

  • Companies, where they are used to store global information relating to the company.

 

A memo stores information against a record for selective reviewing. Conversely, an alarm is displayed automatically when pre-defined conditions are met

 

To open the memo grid open the relevant form to apply a memo to (For example, the customer master file)

 

  • Select the record to add a memo or alarm to (eg select customer)

  • Click on the Memos Tab

Download PDF
Training Notes
Memos and Alarms (SYS04)