Software-Matters: Accounts Guardian user guide

Accounts Guardian is a Microsoft Access application and will require Access to run. If you do not have MS Access you can download a runtime version of it for free here.
If you have Microsoft Office we recommend that you use the same version of Runtime. If you do not have Microsoft Office we recommend that you use Runtime 2010.

General

Accounts Guardian saves data automatically. You therefore do not need to click the Save button before closing a screen. You should press the F10 key on the keyboard to close a screen.
If you press the F10 key whilst viewing the Front screen, Accounts Guardian will exit.
Use the Tab key on the keyboard to move from field to field within a screen.
Certain buttons and drop-down boxes within the program have underlined characters (keyboard shortcuts) in their labels. Use the Alt key + the underlined character to jump directly to one of these objects.
To select an option from a drop-down box, start to type the first few characters of the desired option into the box. The box will then scroll towards that option.
Alternatively, click the arrow at the right-hand edge of the box with the mouse or press the F4 key to open the list and show the first few entries. When satisfied with your choice, use the Enter/Return key on the keyboard to make your selection.

Introduction

Within Accounts Guardian certain terms are used to represent certain ideas or processes. These are generally fairly straightforward.

A Sale or Invoice tells Accounts Guardian what debt people owe you. An Invoice Item is a specific item that makes up all or part of a Sale/Invoice; a Sale/Invoice can consist of any number of Invoice Items. For example if someone buys four loaves of bread and one pint of milk from a shop, the shop makes one sale which consists of two different items (bread and milk). The items have quantities of 4 and 1 (4 x bread, 1 x milk).

A Cost tells Accounts Guardian what debt you owe others. These are sometimes called "Overheads" or might be a direct cost such as a purchase of stock.

A Money In record tells Accounts Guardian about money you have received into the business.

A Money Out record tells Accounts Guardian about money going out of the business.

Opening Accounts Guardian

Find the folder that you saved Accounts Guardian in.
Double-click Accounts Guardian to open it.
The first time you open Accounts Guardian it will ask you if you want to activate your free version. Click yes and follow the instructions on screen.

Background data or Libraries

Library data records are ones that do not change from day-to-day.

The library screens – Accounts, Cost Types, Money In Types, Money Out Types and VAT Rates – are reached from their appropriate buttons on the Admin tab of the Front screen.

To add another entry to any of these libraries, click the “Add New” button or click in the first empty record.

The single-character Code must be unique for each entry within a particular library list.

The single-character Code is used internally by Accounts Guardian. It will not appear on any other screen, so it does not have to relate to the item it represents.

NOTE: Do not change any records already entered into these libraries unless specifically instructed as they are used behind the scenes for reporting.

Entering a new bank account/source of money

Click the “Accounts” button on the Admin tab of the Front screen.
Enter a single-character code for the account. This cannot be the same as the code for any other account.
NOTE: Your primary bank account should have the code B – edit the record “Bank Account” to the name of your account if different.
Enter the name of the account
When you have finished entering the details, press F10 to return to the Front screen.
If your account is already in use and does not have an opening balance of zero:
1. Click the "Money In" button on the Main tab of the Front screen.
2. Click the "Add New" button.
3. For the Description enter "Opening Balance".
4. Leave the Invoice Number and Reference fields empty.
5. Enter the balance under Net. Leave VAT at zero.
6. For Type choose "Miscellaneous".
7. For Account choose the account you have just set up.
8. Press F10 to return to the Front screen.
  NOTE: The first time you reconcile an account set up with an opening balance, you must include the opening balance record in the reconciliation.

Creating Cost Types

Click the “Cost Types” button on the Admin tab of the Front screen.
Click the "Add New" button to add a new record.
Enter a single-character code for the Cost Type. This cannot be the same as the code for any other Cost Type.
Enter the Cost Type name/description in the Cost Type box.
When you have finished entering the details, press F10 to return to the Front screen.

Creating Money In Types

Click the “Money In Types” button on the Admin tab of the Front screen.
Click the "Add New" button to add a new record.
Enter a single-character code for the Money In Type. This cannot be the same as the code for any other Money In Type.
Enter the Money In Type name/description in the Type box.
When you have finished entering the details, press F10 to return to the Front screen.

Creating Money Out Types

Click the “Money Out Types” button on the Admin tab of the Front screen.
Click the "Add New" button to add a new record.
Enter a single-character code for the Money Out Type. This cannot be the same as the code for any other Money Out Type.
Enter the Money Out Type name/description in the Type box.
When you have finished entering the details, press F10 to return to the Front screen.

Recording a sale or invoice

Click the “Sales & Invoices ” button on the Main tab of the Front screen.
Click the “Add New Sale/Invoice” button.
Enter the Sale/Invoice Date if your sale was not made today. If the sale is for today then tab on.
Enter the Customer for this Sale/Invoice:
1. Start typing the Customer’s Search name into the box or choose it from the drop-down.
2. If the Customer is not already entered in the Address Book, leave the Customer box blank and click on the “+” button. You can now create a new Address Book record for your Customer
  NOTE: If the Customer box is empty when you click the “+” button you will be on a new Address Book record. Please enter the new customer's details. If the Customer box is not empty when you click the “+” button you will be on the record for the selected Customer. You may view and edit the details for this Customer. If you are not on a new record and you want to be, click the “Add New” button before entering any information.
3. When you have finished viewing/entering the Customer's details in the Address Book, press F10 to return to the Sales & Invoices screen.
4. Check that the correct Customer is now showing in the Customer box.
Enter the agreed Terms in days, or tab on to use the default terms.
NOTE: The Net and VAT amounts will update themselves as items are added to the Sale/Invoice (see the next step). You should therefore not normally enter these manually. You should also not enter a Date Paid at this time.
Enter any Invoice Items, if appropriate. You do not have to enter Invoice Items.
1. Click the “Add New Item” button.
2. Type a description of the item. The drop-down box will list all previously used descriptions, or you can type a new description into the box.
3. Enter the quantity of this item.
4. Enter the unit price of this item.
5. Change the VAT % if necessary.
6. Press tab. This will cause the total Net and VAT values to be calculated and entered onto the left hand side of the screen. It will leave your cursor on the VAT % box. Press tab again to move to the next item record.
When you have finished, press F10 to return to the Front screen.

Printing an invoice

Click the “Sales & Invoices” button on the Main tab of the Front screen.
Find the correct record by using one of the drop-downs at the top of the screen (“Find by Invoice Number” or “Customer”).
Click the “Print Invoice” button. This shows you the invoice in print preview.
To print, choose File, Print.
When you have finished, press F10 to return to the Sales & Invoices screen.
When you have finished, press F10 to return to the Front screen.

What if your standard terms for Sales/Invoices are different to the default terms?

Click the “Sales & Invoices ” button on the Main tab of the Front screen.
Click the "Change Default Terms" button.
Enter the number of days (0-255) to use as the default terms in the box. Click "OK".
If you were viewing a Sale/Invoice, you will be asked if you want to apply the new terms to it. Click "Yes" or "No" as appropriate.
Click "OK" when you receive confirmation that the default terms have been changed.
When you have finished, press F10 to return to the Front screen.

Receiving a payment for a sale/invoice

If you are receiving a Full or Final Payment for a Sale/Invoice or are writing off a Sale/Invoice:
1. Click the “Sales & Invoices” button on the Main tab of the Front screen.
2. Find the correct record by using one of the drop-downs at the top of the screen (“Find by Invoice Number” or “Customer”).
3. Click the “Receive Full Payment Now” button. This will open the Money In screen and enter the details for the Sale/Invoice.
4. Check the details are correct for the payment you have received.
  1. The Date is automatically set to today’s date. You may change this if necessary.
  2. Enter a reference (e.g. paying-in slip number) if appropriate.
  3. If you are receiving a Final part payment or writing off a Sale/Invoice you will probably need to change the Net and VAT amounts.
5. When you have finished checking the record, press F10 to return to the Sales & Invoices screen.
6. Your Sale/Invoice record is now locked to prevent changes and the date entered in the Money In screen is entered for the Date Paid.
7. When you have finished, press F10 to return to the Front screen.
If you have made a cash sale:
1. Click the “Sales & Invoices” button on the Main tab of the Front screen.
2. Click the “Add New Sale/Invoice” button to add a new record.
3. Fill in all the Sale/Invoice details
4. Enter the Invoice Items, if appropriate.
5. Click the “Receive Full Payment Now” button. This will open the Money In screen and enter the details for the Sale/Invoice.
6. Check the details are correct for the payment you have received.
  1. The Date is automatically set to today’s date. You may change this if necessary.
  2. Enter a reference (e.g. paying-in slip number) if appropriate.
  3. You should not need to change the Net and VAT amounts.
7. When you have finished checking the record, press F10 to return to the Sales & Invoices screen.
8. Your Sale/Invoice record is now locked to prevent changes and the date entered in the Money In screen is entered for the Date Paid.
9. When you have finished, press F10 to return to the Front screen.
If you are receiving a Part Payment for a Sale/Invoice that is not the Final Payment due:
1. Make sure you know the Invoice Number for the Sale/Invoice. If you need to find this:
  1. Click the “Sales & Invoices” button on the Main tab of the Front screen.
  2. Find the correct record using the boxes at the top of the screen and look at the Invoice Number shown.
  3. Press F10 to return to the Front screen.
2. Click the “Money In” button on the Main tab of the Front screen.
3. Click the “Add New” button to add a new record.
4. The Date is automatically set to today’s date. You may change this if necessary.
5. Enter a Description of the payment.
6. Choose the relevant Invoice Number.
7. Enter a Reference (e.g. paying-in slip number) if required.
8. Enter the Net and VAT amounts of the payment.
  NOTE: It is important to enter the Net and VAT amounts separately as it will affect the Front screen balances and the Profit and VAT Reports. If VAT does not apply to the Payment, leave it as zero.
9. For the Type choose “Sale”.
10. Choose the account the payment is going into. The default is Bank account.
  NOTE: You cannot change the "Reconciled?" check box on this screen; it is shown for information purposes only.
11. When you have finished entering the details, press F10 to return to the Front screen.

Recording other money received into the business

Click the “Money In” button on the Main tab of the Front screen
Click the “Add New” button to add a new record.
The Date is automatically set to today’s date. You may change this if necessary.
Enter a Description of the payment.
Leave the Invoice Number blank.
Enter a Reference (e.g. paying-in slip number) if required.
Enter the Net and VAT amounts.
NOTE: It is important that you enter the Net and VAT amounts separately as it will affect the Front screen balances and the Profit and VAT Reports. VAT will not normally apply in this context. If this is the case, leave the VAT as zero.
Choose the appropriate Type.
Choose the account the money is going into. The default is Bank account.
NOTE: You cannot change the "Reconciled?" check box on this screen; it is shown for information purposes only.
When you have finished entering the details, press F10 to return to the Front screen.

Entering a cost

Click the “Costs” button on the Main tab of the Front screen.
Click the “Add New” button.
Enter a Description for the Cost
Enter the Cost Date if your cost was not incurred today. If the cost is for today then tab on.
Enter the Supplier for this Cost, if applicable:
1. Start typing the Supplier’s Search name into the box or choose it from the drop-down.
2. Once you have chosen a Supplier, click on the “+” button to view and edit the full Address Book entry for them if required.
3. If the Supplier is not already entered in the Address Book, leave the Supplier box blank and click on the “+” button. You can now create a new Address Book record for your Supplier
  NOTE: If the Supplier box is empty when you click the “+” button you will be on a new Address Book record. Please enter the new supplier's details. If the Supplier box is not empty when you click the “+” button you will be on the record for the selected Supplier. You may view and edit the details for this Supplier. If you are not on a new record and you want to be, click the “Add New” button before entering any information.
4. When you have finished viewing/entering the details, press F10 to return to the Costs screen.
5. Check that the correct Supplier is now showing in the Supplier box.
Enter the amount of this Cost:
1. Enter the Net and VAT amounts in the appropriate boxes.
2. Alternatively, click the “Enter Gross” button, enter the Gross Amount and the VAT Rate on the pop-up window, and click the "Calculate Net and VAT" button.
Choose the appropriate Cost Type for this Cost.
NOTE: Do not enter a Date Paid at this time.
When you have finished entering the details, press F10 to return to the Front screen.

Recording a payment of a cost

If you are making a Full or Final Payment for a Cost or have had a Cost written off:
1. Click the “Costs” button on the Main tab of the Front screen.
2. Find the correct record by using one of the drop-downs at the top of the screen (“Find cost using ID” or “Supplier”).
3. Click the “Pay in Full Now” button. This will open the Money Out screen and enter the details for the Cost.
4. Enter the details for the payment:
  1. Check the details that are automatically entered are correct for the payment you have made.
  2. The Date is automatically set to today’s date. You may change this if necessary.
  3. Enter a reference (e.g. cheque number) if appropriate.
  4. If you are making a Final part payment or recording a written-off Cost you will probably need to change the Amount.
  5. Enter a Money Out Type if required.
5. When you have finished checking the record, press F10 to return to the Costs screen.
6. Your Costs record is now locked to prevent changes (although it still looks the same) and the date entered in the Money Out screen is entered for the Date Paid.
7. When you have finished, press F10 to return to the Front screen.
If you are paying a cost that you have not already entered into Accounts Guardian:
1. Click the “Costs” button on the Main tab of the Front screen.
2. Click the “Add New” button.
3. Enter a Description for the Cost
4. Enter the Cost Date if your cost was not incurred today. If the cost is for today then tab on.
5. Enter the Supplier for this Cost, if applicable.
6. Enter the amount of this Cost:
  1. Enter the Net and VAT amounts in the appropriate boxes.
  2. Alternatively, click the “Enter Gross” button, enter the Gross Amount and the VAT Rate on the pop-up window, and click the "Calculate Net and VAT" button.
7. Choose the appropriate Cost Type for this Cost.
8. Click the “Pay in Full Now” button. This will open the Money Out screen and enter the details for the Cost.
9. Enter the details for the payment:
  1. Check the details that are automatically entered are correct for the payment you have made.
  2. The Date is automatically set to today’s date. You may change this if necessary.
  3. Enter a reference (e.g. cheque number) if appropriate.
  4. If you are making a Final part payment or recording a written-off Cost you will probably need to change the Amount.
  5. Enter a Money Out Type if required.
10. When you have finished checking the record, press F10 to return to the Costs screen.
11. Your Costs record is now locked to prevent changes (although it still looks the same) and the date entered in the Money Out screen is entered for the Date Paid.
12. When you have finished, press F10 to return to the Front screen.
If you are making a Part Payment for a Cost that is not the Final Payment due:
1. Make sure you know the ID and Supplier for the Cost. If you need to find this:
  1. Click the “Costs” button on the Main tab of the Front screen
  2. Find the correct record using the boxes at the top of the screen and look at the ID and Supplier shown.
  3. Press F10 to return to the Front screen.
2. Click the “Money Out” button on the Main tab of the Front screen.
3. Click the “Add New” button to add a new record.
4. The Date is automatically set to today’s date. You may change this if necessary.
5. Enter a Description of the payment.
6. Choose the relevant Supplier/Cost ID from the Paid to/Cost ID drop-down.
7. Enter a Reference (e.g. cheque number) if required.
8. Enter the total Amount of the payment.
9. Choose the appropriate Type.
10. Choose the account you have made the payment from. The default is Bank account.
  NOTE: You cannot change the "Reconciled?" check box on this screen; it is shown for information purposes only.
11. When you have finished entering the details, press F10 to return to the Front screen.

Recording other money paid out of the business

Click the “Money Out” button on the Main tab of the Front screen.
Click the “Add New” button.
The Date is automatically set to today’s date. You may change this if necessary.
Enter a Description of the payment.
Leave the Paid to/Cost ID blank.
Enter a Reference (e.g. cheque number) if required.
Enter the total Amount of the payment.
Choose the appropriate Type.
Choose the account the money is going into. The default is Bank account.
NOTE: You cannot change the "Reconciled?" check box on this screen; it is shown for information purposes only.
When you have finished entering the details, press F10 to return to the Front screen.

Recording a transfer between your own accounts/sources of money

Click the “Transfer” button on the Main tab of the Front screen.
Enter the amount to transfer.
Choose the account that the money is leaving.
Choose the account that the money is going into.
The date is automatically set to today’s date. Change this if necessary.
If required, enter a Reference (e.g. cheque number).
Click the “Transfer Now” button.
Click “OK” on the confirmation box.

If you have other transfers to record, repeat this procedure.
When you have finished, press F10 to return to the Front screen.

Reconciling your accounts

NOTE: It is best not to reconcile more than one statement for the same account on the same day. Should you need to undo the reconciliation you would have to undo all reconciliations performed on that day for that account.

IMPORTANT: It is a good idea to make a note on your account statement of the date on which you are performing the reconciliation as you will need this information in the event that you need to undo the reconciliation.

Click the “Reconcile” button on the Main tab of the Front screen.
Choose the account to reconcile from the Choose Account drop-down.
Check your opening balance:
1. Click the “View Reconciled Balance” button. This will show you the balance of your account in Accounts Guardian.
2. Click the “Return to Account Reconciliation screen” button to close the balance window and return to the main screen.
3. If the opening balance is incorrect in Accounts Guardian:
  1. If this is the first time you have reconciled this account and the opening balance on the account was not zero, find the "Opening Balance" record that you entered when you set up the account and tick the corresponding "Reconcile?" box. Then check your opening balance again.
  2. If this is not the first time you have reconciled the account, check your previous statement against your opening balance. If there is a discrepancy, you will need to undo your last reconciliation until you arrive at an opening balance that matches a statement (see section below).
Go down your account statement and match up the items with those in Accounts Guardian. Mark each item on the statement and tick the corresponding "Reconcile?" box in Accounts Guardian.
If you need more information about an item in order to match it to your account statement:
1. Click the “View full details” button against any item to view additional information about that item.
2. Press F10 to return to the Bank Reconciliation screen.
To make sure you have reconciled correctly:
1. Click the “View Reconciled Balance” button to see the balance of your account for the items that you have reconciled. You can do this at any time to check your progress.
2. Click the “Return to Account Reconciliation screen” button to close the balance window and return to the main screen.
If you find an item on your account statement that does not match up with an entry in Accounts Guardian, you will need to add it:
1. Press F10 to return to the Front screen.
2. Click the "Money In" or "Money Out" button on the Main tab, as appropriate for the item.
3. Enter the details for the missing item.
4. Press F10 to return to the Front screen.
5. Click the “Reconcile” button on the Main tab of the Front screen.
6. Choose the account that you are reconciling from the Choose Account drop-down.
7. Resume matching the items on your statement with those in Accounts Guardian.
Once you have matched up every item on your account statement:
1. Click the “View Reconciled Balance” button to check that you have reconciled correctly.
2. Click the “Return to Account Reconciliation screen” button to close the balance window and return to the main screen.
The Reconciled Balance should match up with the balance on your account statement. If it doesn’t:
1. Check that the items you have selected do all appear on your account statement. Select and deselect records as necessary.
2. Check that every item on your account statement appears in Accounts Guardian.
  NOTE: You may find it necessary to undo the account reconciliation and start again. This process is explained below.
When you have finished reconciling your accounts, press F10 to return to the Front screen.

How to undo an account reconciliation

Click the “Reconcile” button on the Main tab of the Front screen.
Choose the account that you want to unreconcile from the Choose Account drop-down.
In the “Date to unreconcile for this account” box, enter the date on which you performed the reconciliation. You should have recorded this on the relevant statement for the account.
Click the “Unreconcile Now” button. All records that you reconciled for the chosen account on the date entered will be unreconciled and will once again be shown on the Bank Reconciliation screen. They will no longer be included when calculating the Reconciled Balance.

You will now need to reconcile this statement again, remembering to note the new date for the reconciliation.
When you have finished, press F10 to return to the Front screen.

Exporting financial data to send to your accountant

On the Admin tab of the Front screen, locate the box marked "Choose data to export".
Choose the data you want to export: either Money In, Sales & Invoices, Invoice Items (including Sales/Invoices data), Money Out or Costs.
In the Start date and End date boxes, enter the date range for the data.
Click the "Export for Accountant" button.

Browse to where you want to save the file. You may also enter a name for the file. When you have finished, click "Save".
NOTE: If you choose to save the file in the same place as another file with the same name, you will overwrite the existing file. Similarly, if you export the same data twice on the same day and use the default name and location in each case, the later export will overwrite the earlier one.

Entering details of Customers, Suppliers & other contacts

Click the “Address Book” button on the Main tab of the Front screen.
Click the “Add New” button to add a new record.
Enter a Search name. This is what will appear in drop-down boxes throughout Accounts Guardian, so think about how you would search for and identify this contact. This may be by the company name or by a person’s surname and initials for example. Ideally each contact will have a unique Search name.
Enter a Contact name. This should be the name of the main person you deal with.
Enter a Salutation. This is what you would want to appear at the top of a letter addressed to this contact (i.e. what would appear after the “Dear”).
Enter the Address. If appropriate, this should include the company name.
Enter the Phone, Mobile and Email.
If this record is for one of your customers, tick the Customer box. If it is for one of your suppliers, tick the Supplier box. If appropriate you may choose to have both boxes ticked or both unticked.

Enter any other information you need into Notes, or leave blank.
When you have finished entering the details, press F10 to return to the Front screen.

Editing or viewing information about Customers, Suppliers & other contacts

Click the “Address Book” button on the Main tab of the Front screen.
Find the correct record by using the “Find by Search Name” drop-down.
Enter or edit the information as required by tabbing to the appropriate field.
When you have finished editing the details, press F10 to return to the Front screen.

Keeping a Contact History and creating Tasks To Do

Click the “Address Book” button on the Main tab of the Front screen.
Find the correct record by using the “Find by Search Name” drop-down. If you have not previously entered this person/company, click the “Add New” button to add a new record and then enter their details.
On the Contact History section of the screen, click the “Add to History” button.
Today’s date is automatically entered. You may change this if necessary.
Enter the details of this occasion of contact.
If there are tasks to do as a result of this contact, enter a Follow-up Date by which you plan to have completed the tasks.
1. Only records with a Follow-up Date entered will appear on the List of Tasks To Do
2. You should leave the Date Completed blank until you have completed the tasks. Records for which you have filled in the Date Completed will not appear on the List of Tasks To Do.
When you have finished entering the details, press F10 to return to the Front screen.

Completing a Task

NOTE: This is an important step, as it affects the List of Tasks To Do report.

Click the “Address Book” button on the Main tab of the Front screen.
Find the correct record by using the “Find by Search Name” drop-down.
Find the correct task in the Contact History list.
Enter the date the task was finished in the Date Completed.
When you have finished entering the details, press F10 to return to the Front screen.

Viewing a List of Tasks To Do

Select the Main tab on the Front screen.
In the “Tasks to do by” box, enter the deadline date you are interested in.
Click the “View” button. This shows you the report in print preview. The report shows all the Contact History records that do have a Follow-up Date but do not have a Completed Date.
To print, choose File, Print.
When you have finished, press F10 to return to the Front screen.

Updating the Front screen Balances

The balances shown on the Front screen will only automatically update themselves each time Accounts Guardian is opened. If you enter any information into Accounts Guardian and want to see the new balances, you can manually update them. To do this, make sure you are viewing the Front screen and press F9.

Viewing and printing a Profit Report

Select the Reports tab on the Front screen.
Enter the Start and End dates required.
Click the “Profit Report” button. This shows you the report in print preview.
To print, choose File, Print.
When you have finished, press F10 to return to the Front screen.

Viewing and printing a VAT Report

Select the Reports tab on the Front screen.
Enter the Start and End dates required.
Click the “VAT Report” button. This shows you the report in print preview.
To print, choose File, Print.
When you have finished, press F10 to return to the Front screen.

Viewing and printing a list of Outstanding Invoices

Select the Reports tab on the Front screen.
Click the “Outstanding Invoices” button. This shows you the report in print preview.
To print, choose File, Print.
When you have finished, press F10 to return to the Front screen.

What if the correct VAT Rate is not listed?

Click the “VAT Rates” button on the Admin tab of the Front screen.
Enter the new VAT rate either in decimal form or as a percentage, i.e. for 7% enter either 0.07 or 7%.
When you have finished entering the details, press F10 to return to the Front screen.

What if your standard VAT rate is different to the default VAT rate?

Click the “VAT Rates” button on the Admin tab of the Front screen.
If the VAT rate you want is not shown, enter the new VAT rate in decimal form or as a percentage, i.e. for 7% enter either 0.07 or 7%.
Choose the VAT rate you want as default from the Default VAT Rate dropdown.
When you have finished, press F10 to return to the Front screen.

Exiting Accounts Guardian

Click the Exit button on the Front screen, or press F10 whilst viewing the Front screen.

Compacting the Accounts Guardian File

You should compact the Accounts Guardian file regularly to ensure efficient running. To do this, first open Accounts Guardian. In Access 2003, choose Tools, Database Utilities, Compact and Repair Database. In Access 2007, go to the Office menu (the round button at the top left), then choose Manage, Compact and Repair Database.

Still Stuck?

Send a question by email to our Accounts Guardian technical team.