Preferences window

Banking view

Make a Contact Log Entry for Every Check [System-wide]

Mark this preference if you want to create a contact log entry for every check that you record. (Creating business contacts and To automatically create business contacts)

If you mark this selection, a contact will be entered in the Contact Log for each person or company that exists in the Card File and for which you write a check.

This is a systemwide preference; the choice you make here will affect everyone who uses this company file.

Note: Contact log entries aren't purged during the Start a New Fiscal Year process; you must remove them manually. (Removing business contacts)

Make a Contact Log Entry for Every Deposit [System-wide]

Mark this preference if you want to create a contact log entry for every deposit that you record. (Creating business contacts and To automatically create business contacts)

If you mark this selection, a contact will be entered in the Contact Log for each person or company that exists in the Card File and for which you record a deposit.

This is a systemwide preference; the choice you make here will affect everyone who uses this company file.

Note: Contact log entries aren't purged during the Start a New Fiscal Year process; you must remove them manually. (Removing business contacts)

Default Check is Already Printed

Mark this selection if the checks you write usually aren't printed using AccountEdge.

If you mark this selection, the Already Printed selection in the Write Checks, Pay Employees and Settle Returns & Credits windows will be automatically marked each time you write a check and the check won't appear on the list of checks to be printed. Setting this default is useful if you generally handwrite your checks and only record them in MYOB AccountEdge. (You can unmark this selection later if you need to.)

If you print your checks from MYOB AccountEdge, you should leave this selection unmarked. (To print checks)

Display Payee, Rather Than Memo, in Registers [System-wide]

This selection determines what information from the Write Checks, Pay Employees and Settle Returns & Credits windows will appear in the Find Transactions window (Memo column), Transaction Journal (next to the date of the transaction) and Bank Register (Payee column), as well as in several related reports.

If you mark this selection, the name that appears in the Payee field of the source window will appear. If you don't mark this selection, the text that appears in the Memo field source window will appear instead.

If there is no entry in the Payee field of the source window, the Memo will appear regardless of whether this selection is marked.

This is a systemwide preference; the choice you make here will affect everyone who uses this company file.

Warn for Duplicate Check Numbers [System-wide]

If you mark this selection, an alert message will appear when you attempt to record a check with a number that's already been used. When you see the warning, you can cancel the transaction and change the number or continue with the duplicate number.

If you don't mark this selection, you will not receive the alert message and the same check number will be used.

This is a systemwide preference; the choice you make here will affect everyone who uses this company file.

When I Receive Money, I Prefer to Group It With Other Undeposited Funds [System-wide]

You have the choice of recording cash receipts transactions directly to an account or of grouping cash receipts transactions into the undeposited funds account.

This selection is automatically marked; unmark it if you don't want the Group with Undeposited Funds option to be selected automatically at the beginning of each AccountEdge session. (Group with Undeposited Funds)

This is a systemwide preference; the choice you make here will affect everyone who uses this company file.

OK button

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