Accredo Tools

How to print and post iUgo invoices
Monthly iUgo invoices (8001) are automatically renewed on the website but need to be printed and posted in Accredo manually - we also email the customer a &...
Tue, 11 Jun, 2019 at 9:37 AM
How to move a customer to a new school
1. In the Accredo navigator click on the option 'Web' then 'Moving Customers'. 2. In the pop-up that loads search for the customers cur...
Tue, 25 Feb, 2020 at 5:23 PM
How to generate iUgo reports
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Tue, 25 Feb, 2020 at 5:23 PM
Creating a Digital Preview of a book
If an e-book has been created for a title then you can email a digital preview of a title to a customer. Please note once the email has been processed in Ac...
Fri, 13 Mar, 2020 at 4:17 PM
How to edit/add multiple contacts - customer contact edit form
Using google search the school name and specifically add keywords such as 'Teachers' 'Team' or 'Staff' to get better results with fi...
Thu, 18 May, 2023 at 12:17 PM
Using the Customer Contact Edit form
*Notes: - You are unable to merge to make inactive a contact that has a web account. A contact who has a web account displays an email address on the iUgo2 ...
Mon, 23 Mar, 2020 at 2:04 PM
How to add discounted pricing brackets for books
*Click on the images to view full size in a new tab if it's to small to see properly 1. In Accredo go into the navigator to the left - then select M...
Mon, 23 Mar, 2020 at 12:36 PM
Accounts calling process plus tips
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Thu, 18 May, 2023 at 12:17 PM
How to create a freebie product
Creating Freebie   To show on ER (NZ & AU) sites   All products must have a price to show in a market Have AVAILABLE WEB  ticked Need graphics (sm...
Mon, 20 Apr, 2020 at 10:40 AM
New options for return labels
Hi all   I’ve made some changes to return label generation/printing from the invoice detail which should be useful. Resending a return label is now enab...
Fri, 21 Jul, 2023 at 3:00 PM