Sales Easy Setup Assistant—Choose sale layoutEach time you enter a sale, you can choose from six layouts. In this step, select the layout that you think you’ll use most often. The layout you choose will be the default selection for all new customer cards that you create. When you create a new card, or enter a sales transaction, you can choose another layout.
New FeaturesIntroduction Setting up your company fileAdvanced setup
Do an initial bank reconciliationBankingReconciling your bank accounts Importing statements Analyzing your cash flowSalesEntering salesRecording sales with insufficient on-hand item quantities Changing the status of a sale Reviewing your sales information Receiving payments Printing payment receipts Credit control Customer credits Dealing with a vendor who is also a customer Accounting for bad debtsPurchasesEntering purchasesReceiving items without a billRecording and settling vendor debits Adding finance charges paid to vendorsPaying your employeesCreating payroll categoriesCreating employee cards Entering employee payroll information Timesheets Processing your payrollReviewing payroll informationBilling for timeCreating activity slips Reviewing and changing activity slips Creating time billing invoices Work in progressInventoryCreating items Making inventory adjustments Inventory locations Building items Counting inventory Reviewing your inventory information Setting item prices Customizing inventoryListsAdding a record Setting up tax codes Finding a record Changing a record Inactivating or reactivating a record Deleting a record Combining recordsTransactionsChanging or deleting a transaction Reversing a transaction Recurring transactions Publishing to iCalInternational transactionsSetting up multiple currenciesTracking currency gains and losses Miscellaneous transactionsReportsCustomizing reportsReports listFormsSending forms Customizing formsAdding and editing elementsContact managementKeeping in touch with your contacts Grouping your contacts Synchronizing MYOB cards with Mac Address Book cards Customizing cards Reviewing your contact informationFinancial controlTracking financial information Tracking reimbursable expensesBudgets Auditing your records Reviewing financial informationEnd-of-period proceduresMonth-end proceduresStarting a new fiscal yearStarting a new payroll yearManaging user accounts and company filesConfirming activated company files Servicing your company fileSpecial considerations for networked company filesTroubleshooting your company fileImporting and exporting dataImporting data Managing import and export records AppleScripts
