Extra Tips and Pointers
This page provides some extra information not found anywhere else on the site or contained in the software.
Here you will find some of those tiny hidden extras which will help to make your accounting experience even more pleasurable.
1 - Selecting Another Business
With EasyAs you can have 5 different sets of books running at one time. Which is great for those who run multiple businesses or maybe you are testing alternate methods of income generation around the primary business where a separate set of books would be advantageous.
Selecting another set of books is commonly done by clicking on the "Setup" Icon and selecting to Edit your Business Name. This will bring up the selection screen.
But there is a Quicker Alternative. By using your left mouse button and clicking once on the NAME of your business on the Main Screen, you will automatically bring up the selection screen.
When we are talking about clicking on your Name, we mean just that, Click on your Business Name located towards the bottom of the screen.
2 - Selecting an Invoice, Quote or Purchase Order
At different intervals it is common for any Business to return to an older invoice, quote or purchase order to check on the contents of previously created. It may be that the particular item was created as a draft and you are returning to finish it.
Usually you would select the "Edit" Button located at the right of each line.
Another Alternative is to click on the number itself. Lets say you are looking for invoice number 105, you scan the list with your eye's, locate the invoice and then move along to the right and click the edit button.
This all happens in a small amount of time, but this process still requires you to shift focus to the right of the line and back and forth double checking to see if you are about to select the right invoice.
But as an alternative, when you locate the invoice, use your left mouse button, and Double Click on the Invoice Number itself. This will automatically reopen the invoice.
3 - Switching Between Financial Years
This is not something that we would find ourselves needing to do often, but during that first few weeks of a new financial year you may find it handy.
The normal means would be to go to the Setup Menu and select to change to a new Financial Year, this would bring up the Financial Year Pop Up.
A quicker way would be to use your left mouse and Double Click on the word Financial Year on the Main Screen, this will automatically bring up the Financial Year Pop UP
4 - Selecting an Invoice from the Income Section
You may find yourself looking at an entry in the income section knowing it came from an invoice, you may then want to view that particular invoice.
Instead of remembering the Invoice Number and then exiting the Income Section to Go to the Invoice Screen to open the Invoice, try this next time:
Double Click using your left mouse button on the invoice number itself. This will automatically open the invoice screen, and in the process it will instruct the program to automatically filter all entries leaving you presented with the invoice you want to look at.
When you close to exit out of the Invoice Screen, the system will automatically take you back to the Income Section.
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