Everyone has their own way of doing their books and working with computer applications. The Preferences window provides many options that you can use to achieve the flexibility you want when you perform your daily accounting tasks. Using the Preferences window, you can choose how you access, view and make entries in the MYOB AccountEdge system.
The preferences you choose will be assigned to your User ID. When you open a company file using your User ID, the preferences you chose for your file will be implemented.
Systemwide preferences
Some of the preferences you can choose in AccountEdge's Preferences window will affect everyone -- all User IDs -- who works with your company file. Since these systemwide preferences can affect other people, it's a good idea to be aware of the effects of each choice you make in the Preferences window. Every systemwide preference is labeled System-wide in the Preferences window.
You should review all the options in the Preferences window and experiment with the possibilities they offer. In the Preferences window, click the tabs to view all of the preferences available for each section. Click the name of the view in the list below to learn about each preference you'll see in the window:
Preserving accounting accuracy
AccountEdge provides many methods to keep your records as accurate as possible. The system will be as vigilant as you want it to be; for example, you can set up AccountEdge to warn you when you make an entry that might be incorrect. You can even set up AccountEdge to prevent you altogether from changing transactions you've already entered.
Customizing printed documents
Since your business is unique, you probably want your printed documents to reflect your unique business needs. MYOB AccountEdge's reports and forms give you the flexibility you need to produce high-quality, professional-looking documents that contain all the features you need.
You can use settings in the Preferences window to make working with all of your forms and reports easier. You can choose to display currency symbols on your documents, to display the Report Customization window before you print reports, and to automatically use a particular font on your forms. In addition, you can specify the aging periods that will be used on reports.
Assigning numbers to transactions
Keeping your company's financial records organized efficiently is a task that relies heavily on the numbers that are assigned to your transactions, including checks, sales and purchases. If your company is careful about tracking transaction numbers, you can use MYOB AccountEdge's auto-numbering feature to keep your financial records in the proper order.
When you create a transaction, the transaction number field (for example, Check #) will display Auto # when that field is highlighted. This text indicates that the transaction will be automatically given a number when it's recorded in the company file. If you wish, you can override the Auto # text by entering another number for a transaction.
Customizing your on-screen content
If you want the text on your computer screen to have a particular appearance, you can customize the text font and size. (To customize the way your on-screen content looks)
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