Welcome Window Redesigned Command Centre Sidebar Cheque Amount in English Expanded Cheque Numbers and AEM Web Order Number on Invoices Weight Fields on Invoices Billing Rate Levels Activity Slips to Invoice Detailed Invoice Statement Billing Statement Invoice Additional Fields Added to Sales Reports Activity Slip Security Preferences Restore Company File Updated Start a New Year Assistants File Location

Learning about your software Where to start Exploring your software

Overview Create a 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 Set up payroll Do an initial bank reconciliation Create item records Enter stock opening balances Set up a Web Store Manage Mobile Application Manage Time Tracker

Receiving money Preparing a bank deposit 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 Credit card transactions Analysing your cash flow

Creating a customer card Entering sales Recording sales with insufficient on-hand item quantities Changing the status of a sale Reviewing your sales information Receiving payments Printing payment receipts Credit control Creating customer credits Dealing with a supplier who is also a customer Accounting for bad debts Progress Billing

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

Payroll setup tasks Creating payroll categories Creating employee cards Entering employee payroll information Timesheets Processing your payroll Payroll liabilities Processing termination payments Reviewing payroll information Preparing and filing payroll tax forms

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

Creating items Making stock adjustments Multiple stock locations Building items Count stock Reviewing your stock information Setting item prices Customising stock

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

Setting up VAT codes VAT reports EC sales EC purchases

Adding a record Finding a record Changing a record Inactivating or reactivating a record Deleting a record Combining records

Producing reports Printing report batches Customising reports

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

Finding forms Sending forms Customising forms Adding and editing elements

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

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

Month-end procedures Starting a new financial year Starting a new payroll year

Managing user accounts Backing up and restoring company files Servicing your company file Troubleshooting your company file

Exporting data Importing data Managing import and export records AppleScripts

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