Keeping the information on your computer screen up to date

Working with Your Company File on a Network Overview > Sharing a company file with other users > Keeping the information on your computer screen up to date

Each time you open a list window (such as the Find Transactions window) or display a report in the Screen Reports window, the information that appears matches the contents of the company file as of the moment you opened the list or displayed the report. However, if you keep the list or report displayed on your computer screen for some time, the data that other users enter during that time may make the information on your screen obsolete or incorrect. With this in mind, it's a good idea to keep the information that's displayed on your computer screen as up to date as possible; that way, you'll be sure you're equipped with the latest data when you make your company's financial decisions.

You can update the information displayed on your computer screen automatically or manually. The following instructions explain both of these methods.

Note: Automatically refreshing information will make the system operate more slowly for everyone

Carefully consider whether you need to have on-screen information refreshed automatically. If you choose this option, Accounting Plus will operate more slowly for everyone who's accessing it. If speedier data entry is a priority for you, we recommend that you choose to manually refresh information often instead.

Click below for the step-by-step procedures:

To set up Accounting Plus so on-screen information is updated automatically

To update on-screen information manually