Extra Tips and Pointers
Here you will find some of those tiny hidden extras which will help to make your accounting experience even more pleasurable.
Please be aware that in addition to this help page we also offer some videos which go over some of these same tips and tricks. These videos offer you a hands on look at some of the quick functions and the tricks you can use in the software. So in addition to reading this page we suggest you might also want to take look at the tips and tricks training videos.
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 whom may be testing alternate methods of income generation around their primary business (this is where a separate set of books could be advantageous).
Selecting another set of books is commonly done by clicking on the “Setup” Icon and then selecting the icon “Change your Business Details”. This will bring up the selection screen where you have access to all 5 Business.
But there is a Quicker Alternative. By using your left mouse button and clicking once on the NAME of your business you will automatically bring up the same selection screen.
When we are talking about clicking on your Name, your business name that exists on the EasyAs Main Screen. You will notice at the bottom of the main screen you will see it shows your Business Name, simply click on you name with your mouse, once you do this the Business Selections Screen will automatically appear.
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 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, you 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 you can do this all at the same time by clicking on the number itself. When you locate the invoice number you want to use you can instantly select that invoice by double clicking on the invoice number with your left mouse button.. This means that you don’t have to move focus to the end of the line to choose the edit icon, you simply locate the number and double click on it.
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 to achieve this is to use your left mouse and Double Click on the words 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 and 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, you can achieve the same thing directly from the income screen.
Simply 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 out all other entries, leaving you only with the invoice you are wanting to review.
Once you have reviewed your income and you close to exit out of the main Invoice Screen the system will automatically take you back to the Income Section (thus taking you back to where you last were within the program).