Preferences window

Windows view

Display To Do List When Starting MYOB AccountEdge

Mark this selection if you wish to view the To Do List immediately after you've opened your AccountEdge company file.

The To Do List is an interactive set of reminders that you can use to organize common business tasks. For example, you can use the To Do list to reorder goods you keep in stock, make recurring payments, and process recurring (standing) orders from your customers. You can set up your To Do List to let you know whenever these and other tasks need to be done.

If you mark this option, the To Do List will appear automatically each time you open a company file in MYOB AccountEdge.

Then you can review the To Do List to see if any tasks need attention before you begin your business day. If you prefer to review the To Do List at other times, leave this option unmarked. You can open the To Do List at any time by clicking the To Do List button in any AccountEdge Command Center. (To display the To Do List when starting AccountEdge)

If you don't mark this selection, the Command Center window will appear when you open a company file.

Save Windows Size and Locations

The windows in MYOB AccountEdge have been assigned default sizes and locations on your computer screen. Many windows in MYOB AccountEdge can be resized and all can be moved. Mark this selection if you want AccountEdge windows to open in the on-screen location and size they had when you last closed them. If you are satisfied with the default sizes and positions, leave this selection unmarked.

Regardless of your selection here, all alert messages and other dialog boxes will appear in the center of your computer screen.

Show Currency Symbols in Windows

Mark this selection if you want currency symbols to appear with all currency amounts in MYOB AccountEdge windows. Leave it unmarked if you don't want currency symbols to appear.

The selection you make here does not affect the use of currency symbols in reports or forms. You can do that in the Reports & Forms view.

Select and Display Account Name, Not Account Number

Mark this selection if you wish to select accounts by their descriptive names.

If you find it easier to recognize your accounts by their names rather than by their numbers, mark this selection so that you can enter accounts and sort your account search lists alphabetically by account name instead of by account number.

If you don't mark this selection, you can enter accounts on transactions using their numbers, and account search lists will be sorted in numerical order.

Select Items by Item Name, Not Item Number

Mark this selection if you wish to select items by their descriptive names.

If your company has many items in stock, your list of items is probably long. If you'd like to sort your item search lists alphabetically by the item names instead of by the item numbers, mark this selection.

If you mark this selection, you can enter item names in the Sales window and Purchases window when you're creating item invoices and item purchase orders.

If you don't mark this selection, you can enter item numbers in the Sales window and Purchases window when you're creating item invoices and purchase orders. Search lists of items will be listed in numerical order.

Select Cards by Card ID, Not Card Name

If you have many cards in your Card List, your list of customers, vendors or employees is probably long. If you'd like enter cards and sort your card lists numerically by the card IDs instead of alphabetically by the names on the cards, mark this selection.

For this option to work effectively, you must enter Card IDs for every card in the Card Information window.

If you don't mark this selection, you can enter cards on transactions using names, and card search lists will be sorted in alphabetical order.

Use Easy-Fill When Selecting From a List

Mark this selection if you want MYOB AccountEdge to recognize your entries from the first characters and fill in the rest of the field automatically. This feature, known as Easy-Fill, allows you to work a little faster. You can use the Easy-Fill feature to quickly enter account names or numbers, item names or numbers and card names that you enter frequently. (To use Easy-Fill)

Mark this selection if you want to use Easy-Fill. If you leave it unmarked, you'll have to enter the full number or name for each account, item and card name you enter.

Use Expandable Data Entry Fields in Windows

Mark this selection if you want to view long descriptions (up to 255 characters) of line items in their entirety in transaction entry windows throughout AccountEdge.

If this option is marked, selected fields in lists of line items will expand when you move the insertion point into them, and you'll be able to view all of your comments as you write them.

If this selection isn't marked, these fields won't expand, and you'll be able to see only those characters that fit into one line of the field -- the first 30 to 60 characters of your entries. (You can click in these fields and use the insertion point to scroll through the entries so you can read the hidden portions.)

Pies button

Click this button to choose the patterns and colors you wish to display for pie graphs. Pie graphs are available in the Analyze Balance Sheet window and the Analyze Sales windows.

Fonts button

Click this button to open the Change Default Font window. Use this window to select the window font you wish to use when displaying AccountEdge windows.

OK button

Click this button to accept the entries you've made in this window.