Setting up your company Topics List

Setup Topics List

See also:Security Topics List
See also:Tax Codes Topics List

Upgrading your company file

Locating the Upgrade Assistant

Finding a file to be upgraded and choosing a location for the upgraded file

How long does it take to upgrade a file?

Optimizing and verifying your company file

Reinstalling MYOB FirstEdge

Creating a company file

Creating a company file

Preparing to use the New Company File Assistant

To start to use the New Company File Assistant

To create a company file from the FirstEdge Welcome window

To create a new company file while using FirstEdge

Using the Easy Setup Assistant

Setting up your company

Preparing to use the Easy Setup Assistant

Using the Easy Setup Assistant

Customize button

Accounts button

Sales buttons

Using the MYOB QuickBooks Conversion Assistant

Using the MYOB QuickBooks Conversion Assistant

Entering your company information

Entering information about your company

To enter general information about your company

Using FirstEdge preferences

Using MYOB FirstEdge preferences

To use Help from the Internet

To display the To Do List when starting FirstEdge

To customize the way your on-screen content looks

To use Easy-Fill

To customize the way you work with forms and reports

To automatically print/email/fax transactions when recording

To automatically print/email/fax transactions when recording

Setting up credit terms for all new customers

Blocking sales or receiving alerts when customers exceed credit limits

To receive a warning when a customer exceeds the credit limit

Securing the information in your company file

Personalizing your company file

Adding custom lists and fields

Some uses for custom fields

Some uses for custom lists

To enter a label for a custom list or field

To create list entries on a custom list

To change a list entry on a custom list

To delete a list entry on a custom list

Using shortcuts

Using shortcuts

Using shortcut keys

Using Control/Click

To use Easy-Add

To use the pop-up calendar

To use the pop-up calculator

Using Control/Click