Setup

Use these topics to create and prepare your MYOB AccountEdge company file for everyday use. Setup tasks ensure that your everyday tasks in AccountEdge will be much faster and easier to do, and that your reports will be accurate and informative.

Creating a company file

Your company file is used to store all the details about your business -- customer lists, items, invoices and the like. (If you keep books for more than one business, you may have two or more company files.) MYOB AccountEdge's New Company File Assistant makes creating your company file easy.

Setting up your company

After you've created your company file, use the Easy Setup Assistant to add general information about your company, your customers, items and the like.

Personalizing your company

Choose features and preferences that will customize MYOB AccountEdge to suit the way you work.

Creating and using passwords

If other people will be working with MYOB AccountEdge -- or will have access to your computer -- consider setting up passwords to protect sensitive company information. You can create passwords that excludes parts of MYOB AccountEdge from part-time salespeople, while allowing yourself access to all parts of the system.

Upgrading your company file

Upgrading enables you to use the company file from an earlier MYOB product with AccountEdge Version 3. When you upgrade, your company information is transferred to a new file that is compatible with MYOB AccountEdge Version 3.

Loading your payroll tax tables

Your previous tax tables will be replaced with the newest tax tables.

Working with multiple currencies

Learn how to enter transactions in a number of currencies, in addition to your own, if you like.

Networking with MYOB AccountEdge

Learn more about how to use MYOB AccountEdge in a network environment.


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