The new account dialog is now available in a revised version that has been optimized both functionally and visually. The aim was to implement frequently expressed customer wishes and to make operation clearer and more flexible overall.
Here is an overview of the most important new features:
- Modernized interface: The display is clearer, tidier and more intuitive.
- Flexible processing: Account views are no longer rigid - adjustments can be implemented quickly.
- Multiple selection for postings: For example, several items can now be selected and canceled at the same time.
- Open multiple accounts in parallel: Via "Transactions > Edit accounts" and holding down the Shift key, several accounts can be opened and edited at the same time.
- Extended filter function: Search for specific items such as "Trainee annual fee" and narrow down your view precisely.
- Optimized invoice number display for family summaries: For improved traceability and overview.
Documentation & application examples:
You can find all the details and helpful screenshots in our wiki entry on the new accounts dialog:
Accounts dialog from 2025 - for documentation
If you have any questions or uncertainties, our support team will be happy to help you at any time.
Your PC CADDIE Team
