New account dialogue in PC CADDIE

The new account dialogue box is now available, offering a revamped version that has been optimised both functionally and visually. The aim was to implement frequently requested customer feedback and make the overall user experience clearer and more flexible.

Here is an overview of the key new features:

• Modernised interface: The layout is clearer, tidier and more intuitive.
• Flexible editing: Account views are no longer rigid – adjustments can be made quickly.
• Multiple selection for entries: For example, you can now select and reverse multiple items at the same time.
• Open multiple accounts simultaneously: By going to “Transactions > Edit Accounts” and holding down the Shift key, you can open and edit several accounts at the same time.
• Advanced filter function: Search specifically for certain items such as “Annual trainee contribution” and narrow down your view precisely.
• Optimised invoice number display for family summaries: For improved traceability and clarity.

Documentation & use cases: You
can find all the details and helpful screenshots in our wiki entry on the new account dialogue:

Account dialogue from 2025 – documentation

If you have any questions or concerns, our support team is of course available to assist you at any time.

Your PC CADDIE Team