Advanced Filters for Registers Void Cheque Mileage Tracking Departments added to Bank Deposits Improved bank statement import Tracking Leads Hide Inactive Update AccountEdge date Departmental Accounting Retainers, Escrows and Trusts Document Manager Change Orders Expanded tax code field Add notes to a sale and a purchase transaction Easier navigation for invoices and bills Purge Sale/Purchase Quotes and Cards Tracking Commissions Easier navigation for invoices and bills Create a copy of transaction Purge Sale/Purchase Quotes and Cards Combine Items Departments added to Inventory Adjustments Track Serial Numbers Track Warranties Migration Assistant 7 Years Historical reporting Profit Analysis reports Lead reports Department reports Mileage Tracking reports Manage AccountEdge Cloud Web Store Integration Enhanced

Learning about your AccountEdge software Where to start Explore your AccountEdge software

Overview Create a company file Easy setup assistant Activate the company file Set up accounts Enter account opening balances Set up preferences Set a password for the Administrator user ID

Overview Set up sales Set up purchases Do an initial bank reconciliation Create item records Enter inventory opening balances Set up a Web Store Web Store Gift Cards Manage Mobile Application

Receiving money Bank deposits Spending money Entering transactions in the Bank Register window Transferring money between accounts Tracking petty cash expenses Reconciling your bank accounts Importing statements Recording miscellaneous transactions Void Cheques Credit card transactions Analysing your cash flow

Creating a lead card Creating a customer card Entering sales Recording sales with insufficient on-hand item quantities Changing the status of a sale Track a change order Reviewing your sales information Receiving payments Printing payment receipts Credit control Customer credits Dealing with a supplier who is also a customer Accounting for bad debts Progress Billing Manage Retainers, Escrows & Trusts Process Web Orders Commission Tracking

Creating a supplier card Entering purchases Receiving items without a supplier bill Creating a purchase order from a sale Changing the status of a purchase Reviewing your purchases information Paying bills Recording and settling supplier debits Adding finance charges paid to suppliers

About the time billing feature Setting time billing preferences Setting billing rates Creating activities Creating activity slips Changing and reviewing activity slips Creating time billing invoices Work in progress Billing Rate Levels

Creating items Creating item variations Making inventory adjustments Inventory locations Building items Performing stocktakes Reviewing your inventory information Setting item prices Customising inventory Web Store Item Sync Track Serial Numbers

Adding a record Setting up Tax codes Finding a record Changing a record Inactivating or reactivating a record Deleting a record Combining records Tracking Mileage Document Manager

Finding a transaction Changing or deleting a transaction Reversing a transaction Recurring transactions Create copy of a transaction Publishing to iCal

About the multiple-currency feature Setting up multiple currencies Exchange rates Tracking currency gains and losses Miscellaneous transactions

Producing reports Printing report batches Customising reports

Finding forms Sending forms Customising forms Adding and editing elements

Creating a card Keeping in touch with your contacts Grouping your contacts Synchronising AccountEdge cards with Mac Address Book cards Customising cards Reviewing your contact information

Tracking financial information Reimbursable expenses Budgets Reviewing financial information Auditing your records

Month-end procedures Starting a new financial year

Managing user accounts Backing up and restoring company files TConfirming activated company files Servicing your company file Special considerations for networked company files

Preparing company files for multiple users Setting up the network hardware Setting up a company-file folder on a Mac OS X host Accessing the shared company file from Mac OS X workstations