Overview

Setting your FirstEdge preferences

Setup > Setting up your company > Setting your FirstEdge preferences

Important networking information for Mac OS X users

Using the Preferences window, you can choose how you access, view and make entries in the MYOB FirstEdge system. The preferences you choose will be assigned to your User ID. When you open a company file using your User ID, the preferences you chose for the company files will be implemented. We encourage you to review all the options in the Preferences window and experiment with the possibilities they offer.

FirstEdge provides many methods to keep your accounting records as accurate as possible. The system will be as vigilant as you want it to be; for example, you can set up FirstEdge so it warns you when you make an entry that might be incorrect. You can even set up FirstEdge so it prevents you altogether from making changes to transactions you've already entered.

You can also set up FirstEdge so sales are printed, faxed or emailed immediately when you record them.

Step by step

Setting up FirstEdge to conform to the way you work
Setting up FirstEdge to help you preserve the accuracy of accounting entries

Automatically printing/emailing/faxing transactions when recording

Setting preferences for your printed documents