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Sales, training & consultancy for AccountEdge Mac accounting software and Checkout point of sale software for Mac.

Document management in AccountEdge

Posted by Jonathan White on March 29, 2015. 0 Comments

It's been around for a while but if you're not already using it 'Document Management' is well worth a look. You can attach scanned docs to entries in AccountEdge such as purchase receipts, supplier invoices and sales docs such as contracts etc. AccountEdge creates a copy of the document and files it in a new AccountEdge documents folder. You can view a list of at- tachments connected to any transaction or customer record, and open the doc.

The key advantage is never having to search for printed copies of documents again, just click the 'Docs' button on the AccountEdge entry window. And, it could be a major step on the journey to a paperless office.


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