note : Importing timesheets
When you import timesheets, only the entries that don’t have activity slips associated with them are included. You must import activity slips to complete the process.
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 EnhancedOverview 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 IDOverview Set up sales Set up purchases Do an initial bank reconciliationTask 1: Identify uncleared withdrawals and deposits Task 2: Record uncleared withdrawals and deposits Task 3: ReconcileCreate 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 flowCreating a lead card Creating a customer card Entering salesTask 1: Enter information about the customer Task 2: Choose the type of sale Task 3: Enter the items or services you are selling Task 4: Enter additional information about the sale Task 5: Complete the sale Adding and deleting transaction lines, headers and subtotalsRecording 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 TrackingCreating a supplier card Entering purchasesEntering a purchase transaction Task 1: Enter information about the supplier Task 2: Choose the type of purchase Task 3: Enter the items or services you are purchasing Task 4: Enter additional information about the purchase Task 5: Complete the purchase Adding and deleting lines, subtotals and headers to purchasesReceiving items without a supplier billSet up an accrual account for items received without a supplier bill Recording items received without a supplier billCreating 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 suppliersAbout 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 LevelsCreating items Creating item variations Making inventory adjustments Inventory locations Building items Performing stocktakes Reviewing your inventory information Setting item prices Customising inventoryCreating custom price levels Creating custom lists Custom lists and inventory reports Creating brands list Brands list and inventory reports Weight Creating custom fields Creating tags listWeb Store Item Sync Track Serial NumbersAdding 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 ManagerFinding a transaction Changing or deleting a transaction Reversing a transaction Recurring transactions Create copy of a transaction Publishing to iCalAbout the multiple-currency feature Setting up multiple currenciesTask 1: Select the multiple currency preference Task 2: Set up records for foreign currency Task 3: Create accounts to track foreign-currency transactions Task 4: Assign accounts to foreign currencies Task 5: Assign currencies to foreign customers and suppliersExchange rates Tracking currency gains and losses Miscellaneous transactionsFinding forms Sending forms Customising formsTask 1: Display the form Task 2: Set up form properties Task 3: Adding and editing elements Task 4: Preview the customised form Task 5: Save the customised form Task 6: Print the customised form Changing the default fonts on formsAdding and editing elementsCreating a card Keeping in touch with your contacts Grouping your contacts Synchronising AccountEdge cards with Mac Address Book cards Customising cards Reviewing your contact informationTracking financial information Reimbursable expensesStep 1: Set up a job Step 2: Assign expenses to the job Step 3: Bill the customer Changing the status of a reimbursable expenseBudgets Reviewing financial information Auditing your recordsMonth-end proceduresTask 1: Run the Company Data Auditor Task 2: Reconcile bank accounts Task 3: Review reports Task 4: Send customer statements Task 5: Record depreciation Task 6: Prepare your GST return Task 7: Lock periodsStarting a new financial yearManaging user accounts Backing up and restoring company files TConfirming activated company files Servicing your company fileChecking your company file for errors Optimizing your company file Purging information that is no longer needed Troubleshooting file-locking problems Changing company file dateSpecial considerations for networked company filesPreparing 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