The Big 6 Requests

 

Recent requests on our support lines included the following. Check these features against your own accounting software and if you find it lacking or want to discuss their use in KEY Accounts contact us.
 

  • Can I email an invoice directly upon creation?

Yes, simply select 'save & email' upon completion of the invoice as a one stage process and at the same time choose to print a copy for your records if required.


  • If I need to send confidential/important reports i.e. neither for amending, nor in Excel, can I do this?

Yes, with the report showing on the screen select the export option and the default setting will be to save as a pdf file which you can then email.


  • How can I email quickly one, or a range, of my suppliers/customers in KEY Accounts without having to copy their email address into my email?

Set up the main contact email in your supplier or customer ledger, highlight the account from the list and use the 'email' button to mail directly.

 

  • Can I see the running balance of my banking as I enter cheque receipts as I do the bank paying-in slip?

The running payslip total (PST) is shown at the foot of the screen when entering receipts.

 

  • Can regular payments be set to process automatically?

Recurring transactions can be processed automatically e.g. Council Tax, N.I. for specific time periods using the STO button in data entry.

 

  • After year end will I be able to access bank and VAT information or should I print it out to be safe?

NO, spare the trees. KEY Accounts allows retrospective reporting so that even in to the next year you can still report between two historic dates.

 

 

Published on: Wednesday, 9th November 2011

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Contact Details

Open 5 days a week Mon - Fri.
9.00am to 5.30pm - no closure at lunchtime.

6 Swan Court
Station Road
Pulborough
West Sussex
RH20 1RL

Tel : 01798 877100
Fax : 01798 875392

info@landmarksystems.co.uk