Index

A

account levels, to track financial information

Account Opening Balances window

account types

accountant

receiving accounts list from 1, 2

receiving adjustments from

sending data to

AccountantLink

receiving accounts list from accountant 1, 2

sending data to Accountants Office

Accounting 101 guide

accounting periods

number of

accounts

adding 1, 2

adjusting to reflect work in progress

assigning tax codes to

budgets for

changing

classifications

for statement of cash flows

combining

creating 1, 2

deleting 1, 2

detail

entering opening balances

exporting

finding 1, 2

foreign currency, tracking

grouping, detail

header

importing

indenting

list of 1, 2

new 1, 2

numbering

opening balances

bank accounts

reconciling

for the first time

transfer money between

transferring funds to foreign account 1, 2

types of

Accounts List window

accounts payable

analysing

paying

reconciling accounts at

month-end

year-end

reports

reviewing

accounts receivable

analysing

payments 1, 2

reconciling

accrual accounts

setting up for items received without a supplier bill

activation of company files

after purchasing additional workstation licences

circumstances requiring

confirming activation

automatically

by telephone

over the Internet

Read Only mode

troubleshooting

activities

billing rates, setting

changing

creating time billing

definition

deleting

exporting 1, 2

inactivating

Activities List window

Activity Information window

activity slips

adjusting book value of work in progress

changing

creating

multiple 1, 2

single

to pay an employee

deleting

exporting 1, 2

finding

including in employee’s pay

multiple 1, 2

reviewing

single

timer, create using

adjustments

entering in 13th period 1, 2

importing from accountants 1, 2

making year-end

administrator account

See also user accounts

passwords

purpose of

ageing, setting up periods

alerts 1, 2

analyse payables

Analyse Payables window

Analyse Receivables window

Analyse Sales window

Analysis menu (command centres)

applescripts

arrows

assets accounts

ATM, withdrawals

audit trail

auditing company file information 1, 2

Auto-Build Information window

Auto-Build Inventory window

auto-building items

Automatically Adjust Base Hourly or Base Salary Details

average cost of an item

B

backing up

to MobileMe account

backing up, company file

backorder

items purchased on

items sold on

backup file, restoring

from MobileMe account

bad debts, accounting for

bank accounts

adding

deposits

for electronic payments

opening balances

reconciling

for the first time

out of balance amounts, correcting

bank accounts, recording deposits

bank deposit

recording

Bank Register window

finding a transaction using

Get Statement button

recording transactions in

Split button

bank service charges, recording

bank statement

adding transactions from

adding transactions from

Get Statement button

importing

formats supported

reconciling

for the first time

out of balance amounts, correcting

BAS Information window

BASlink

lodging activity statements using

setting up

billing for time. See time billing

billing rates, setting for

activities

customers

employees

suppliers

bills

editing paid

paying 1, 2

several at once

See also accounts payable

blank lines, inserting between line items 1, 2

bona fide redundancy payment

Bpay

setting up

Budget Shortcuts window

budgets

allocating for accounts

allocating for jobs

choosing accounts for

half-yearly

monthly

quarterly

reports for

yearly

Business Activity Statement, lodging using BASlink

business contacts, maintaining list of

Business Insights

C

calculator

currency

calendar

Card ID field

Card Information window

cards

adding

customer

employee

personal

supplier

assigning tax codes to

changing

combining

creating for

customers

employees

personal contacts

suppliers

custom lists and fields

deleting 1, 2

employee payroll information

exporting

finding 1, 2, 3

identification code

importing

inactivating 1, 2

organising in groups

reactivating 1, 2

synchronising cards and Mac Address Book

cash wages, recording a cheque transaction

categories

See also payroll categories

changing

creating 1, 2

deleting

enabling assignment to

finding

setting up 1, 2

tracking financial information, using

cheque

refunding

cheques

See also payroll

custom

entering 1, 2

previewing

printing

recurring

voiding

columns, moving and resizing in reports

combining

accounts

cards

command centres 1, 2

Company Data Auditor 1, 2, 3, 4

company file

creating

creating on the host computer

Company File Confirmation window

company files

activating

circumstances requiring

auditing 1, 2

backing up

to a MobileMe account

checking for errors 1, 2

confirming

automatically

by telephone

over the Internet

troubleshooting

locking

optimising 1, 2

purging unwanted data

Read Only mode

restoring from backups

serial number, entering 1, 2

sharing on a network 1, 2

special considerations for shared 1, 2

unable to open

verifying 1, 2

components, using to auto-build items

confirmation codes

entered during telephone

confirmation

generated during Internet

confirmation

confirmation of company files

automatic confirmation

by telephone

over the Internet

troubleshooting

contact log

contact management

See also cards

contra accounts

contra payments

conversion month

Copy From button

cost of an item

average

last

standard

cost of sales accounts

selecting for tracking

setting up

cost of sales, account for tracking

credit card

applying a refund

customer paying by

entering maximum payment

paying

purchases

setting up

credit card statement

adding transactions from 1, 2

importing

matching transactions with

reconciling

credit control

credit holds

credit limits

credit terms 1, 2

finance charges 1, 2, 3

Credit Limit & Hold window

Credit Limit Override Password window

credit limits

password, changing

prevent recording sales when customer exceeds

setting

warn when customer exceeds

credit note

applying to unpaid or future sales

credit terms

changing when recording

purchases

sales

default for sales

setting for customers

setting for suppliers

creditors See accounts payable

Currencies List window

currency

accounts

adding

calculator

See also multiple currencies

tracking gains and losses

currency calculator

Currency Information window

current financial year

custom fields

recording card details using

recording item details using 1, 2

custom forms

adding graphics and logos

custom cheques

data fields

drawing lines on

drawing rectangles on

elements of

page properties, setting

previewing

printing

removing elements

resizing elements

saving

size of

tool palette

custom lists

creating 1, 2

filtering inventory reports with

grouping items with

printing on purchases and invoices

custom price levels 1, 2, 3

assigning to a customer

customer credits

deleting

issuing 1, 2

recording

refunding by cheque

settling

customer payments

adjustments

See also receiving money

discount for early payment

editing

group with undeposited funds

recording bank deposits from

refunding

customer statements

emailing

printing

sending at month-end

customers

assigning a price level to

billing rates for

cards, creating 1, 2

credit holds 1, 2, 3

credit limits

credit terms 1, 2

credits

deleting

issuing 1, 2

recording

refunding by cheque

settling

discounts

for early payment

volume

invoices

entering

payments for 1, 2

payments from 1, 2

quoting

recording payments from

sending invoices to

sending statements to

who are also suppliers

customising forms See custom forms

D

data

exporting

to accountants

to other applications

importing

from accountants

from other applications

from RetailBasics

from RetailManager

limiting access to See user accounts

purging

data fields

adding to forms

changing font characteristics

changing size of

dates, entry with calendar

debtors See accounts receivable

Deduction Information window

deductions

definition 1, 2

paying

payroll categories

changing

creating

deleting

deleting

records

transactions

deposits

recording

recurring 1, 2

depreciation

accounts for

recording

detail

accounts

jobs 1, 2

discounts

early payment discounts

giving

receiving

volume discounts

giving

receiving

E

early payment discount

Edit Accounts window 1, 2

Edit Recurring Schedule window

electronic clearing account, setting up

electronic payments

ABA files

employee payments

changing bank details for current pay

setting up

supplier payments

emailing

forms in a batch

invoices

pay slips

purchases

remittance advices

in a batch

reports

statements

employees

activity slips, including in pay

bank information 1, 2

billing rates, setting 1, 2

bona fide redundancy payments

bonuses

cash payments

cheque payments

commissions

creating cards for

electronic payments

changing bank details for current pay

emailing

pay slips

employment classification

employment termination payments

holiday pay, distributing

hours worked, entering

pay details, editing

pay history

entering 1, 2, 3, 4

viewing

paying 1, 2

payment method

payment summaries

payments, changing, deleting or reversing

payroll information

entering

payroll information

analysing

viewing

payroll liabilities

paying

reviewing

printing paycheques

sick pay, distributing

standard pay, entering

terminating

time billing information

including in employee pays

timesheets

viewing sales history for

Employer Expense Information window

employer expenses

definition

paying

payroll categories

changing

creating

deleting

employment category, entering

employment classification

adding to list of

entering

employment status, entering

employment termination payments 1, 2

preparing payment summaries

end-of-month. See month-end tasks

entitlements

balances

changing

viewing

definition 1, 2

linking wages categories

payroll categories

changing

creating

deleting

Entitlements Information window

equity accounts

error, checking for in company file 1, 2

Excel, viewing MYOB reports in

exchange accounts for tracking foreign transactions

exchange rates

expense accounts

Export Data window

export fields

exporting data

to accountants

to Mac Address Book

See also synchronising cards and Mac Address Book

to other applications

F

faxing

purchases 1, 2

reports

file locking

multi-user mode 1, 2

single-user mode 1, 2

finance charges

calculating

charging

deleting 1, 2

paying

setting up

financial year

budgets for

closing

end-of-year tasks

starting

Find Transactions menu (command centres)

Find Transactions window

finding

records

transactions

finished item

fonts

changing on forms

changing on reports

default

foreign currency

adding a new currency

changing

deleting

See also multiple currencies

foreign purchases. See multiple currencies

foreign sales. See multiple currencies

forms

adding fields to

batch sending

create using MYOB template

customising

emailing

faxing

finding

See also custom forms

printing

setting up

Forms Selection - Print Statements window 1, 2

freight

charging customer for

paying suppliers for

G

general journal entries

assigning categories to

creating recurring transactions for

See also journal entries

Getting Started guide 1, 2

graphics

adding to forms

See also pictures

graphs

GST codes. See tax codes

H

half-yearly budgets

header

accounts

jobs

headers, using to group line items in transactions 1, 2

help

online resources

How to pay section 1, 2

adding to form

requirements table

setting up

HTML format, saving reports in

I

iCal

publishing

invoices

purchases

recurring transactions

reminder logs

Identifiers, using to group cards

import fields

import log file

importing data

accounts list from MYOB Accountants Office

from accountants 1, 2

from other applications

from RetailBasics

from RetailManager

importing statements

bank statements

credit card statements

file formats supported

Get Statement button

matching transactions

inactivating records not used frequently

Input Taxed Tax Type - Tax Code Information window

international transactions. See multiple currencies

internet banking, importing statements

inventory

adjusting

analysing

changing prices of

counting

custom fields

custom lists and reports 1, 2

custom price levels

entering opening balances

insufficient quantities on-hand

See also items

minimum levels

opening cost values, entering

opening quantity values, entering

performing stocktakes

quantity breaks

receiving items without a supplier bill

reconciling at year-end

reports

reviewing

transferring

viewing history

inventory count sheet, printing 1, 2

invoice numbers

duplicates

identify

non-numeric 1, 2

invoices

blank lines, inserting

customising form layout

emailing

entering

headers, inserting

line items, entering

making refunds for M Powered invoice payments

monthly ageing

overdue invoices, list of

payments

previewing

printing

in a batch

printing custom lists on forms

recording customer payments to

recurring

sending to customers

subtotal, adding

time billing invoices

Item Information window

items

adding

adjusting quantities and values

asset account for tracking value of 1, 2, 3, 4

assigning tax codes to

items purchased

items sold

auto-building

average cost

base selling price

creating 1, 2

custom lists to group

default supplier number

deleting 1, 2

expense account for tracking cost 1, 2, 3

exporting

finding 1, 2, 3

finished item, defined

I Buy this Item option

I Buy this Item preference

I Inventory this Item option

I Inventory this Item preference

I Sell this Item option

I Sell this Item preference

importing

last cost

number per selling unit

opening quantities and values, entering

price levels, setting custom 1, 2, 3

prices, setting

purchase history 1, 2

receiving without a supplier bill

setting up accrual account for

sales history 1, 2

setting up

standard cost 1, 2

time billing invoices, including on

using custom fields for recording details of 1, 2

Items List Summary report

Items Register, finding transactions using

J

jobs

assigning to

payroll categories

purchases

Receive Money transactions

sales

Spend Money transactions

budget allocation

budget amounts, entering

changing

creating 1, 2

deleting 1, 2

detail jobs 1, 2

exporting

finding 1, 2, 3

header jobs 1, 2

importing

job-tracking tasks

opening balances, entering

setting up 1, 2, 3

sub-jobs 1, 2, 3, 4, 5

using to track income and expenses 1, 2

journal entries

creating recurring transactions for

exporting

finding

importing

from accountants

purging

recording

L

last cost of an item

layout

customising forms

purchases

sales

leave payments

letters

mail merge

personalised

liabilities

accounts for tracking

paying payroll

licences, obtaining extra

line items on transactions

defined

entering for purchases

entering for sales

inserting blank lines between 1, 2

showing subtotal of 1, 2

using headers to group 1, 2

lines

changing the width on forms

drawing on forms

linked account

for electronic payments

for items received

for purchases

for sales

lists

adding records to

deleting records from

inactivating records in

searching

lock files

deleting

problems with

troubleshooting

logos

adding to forms

See also pictures

M

M Powered Import Assist

installing

Mac Address Book

See synchronising cards and Mac Address Book

Mail Merge button

mailing labels, printing 1, 2

Match Transaction window

minimum inventory levels

month-end

running the Company Data Auditor 1, 2, 3

month-end tasks

checking the accuracy of records 1, 2

entering budgets

locking periods

lodging business activity statement

making superannuation contributions

paying payroll tax

recording depreciation

reports

sending customer statements

monthly budgets

mouse shortcuts

M-Powered Invoices

how it works

multiple currencies

accounts for tracking foreign purchases

accounts for tracking foreign sales

adding a new foreign currency

currency calculator

depositing foreign currencies

exchange accounts

exchange rates

I deal in multiple currencies preference

setting up

tracking gains and losses

tracking realised currency gains and losses

transferring funds to foreign account 1, 2

multi-user mode

file locking 1, 2, 3

improving performance

multi-user mode

See also network

obtaining additional licences

refreshing displayed data

MYOB Accountants Office

exporting data to

importing accounts list from

importing journal adjustments

N

navigation shortcuts

network

creating a company file

file locking

multi-user mode

single-user mode

how preferences work on a

improving performance

shared company files

special considerations

storing custom reports on a

new year

starting a new financial year

starting a new payroll year

O

OfficeLink

creating collection letters

creating personalised letters

online banking, importing statements

online help

opening balances

accounts

inventory

jobs

optimising company files

orders

converting

several orders to invoices

several orders to purchases

to a purchase

to an invoice

purchase orders

receiving items against

sales orders

overdue invoices

creating collection letters using OfficeLink

See also credit terms

See also credit terms, accounts receivable

viewing list of

overview

Troubleshooting alert and error messages

P

Pay Bills window 1, 2

Pay Employee window

Pay History section

Pay Liabilities window

pay slips

creating

emailing

printing 1, 2

payables See accounts payable

paycheques

printing

prior year

payee numbers

entering

multiple companies for

PAYG Withholding

tax tables

checking for latest

loading 1, 2

variations

viewing tax table information for 1, 2

paying employees 1, 2

See also payroll

payment adjustments

payment advice, reading

payment method, default

customer

employee

payment methods

Bpay

Credit Card

POSTbillpay in person

payment summaries

employment termination payment (ETP) summaries

individual non-business 1, 2

labour hire 1, 2

printing at year-end

saving

verification report

Payment Summary Assistant

payments

electronic

setting up

exporting

importing

making 1, 2, 3

receiving 1, 2, 3

recording manually

recurring

payroll

activity slips

including in employee pays

automatically adjusting base pay details for leave

categories 1, 2

contribution types

employee information, entering

entitlement balances

information

analysing

leave

calculating

paying

liability payments

pay details, previewing

pay history

pay slips

emailing

printing

paycheques, printing

paycheques, prior year

payment summaries

See also superannuation

processing pays 1, 2

reports

setting up

using the Payroll Easy Setup Assistant

taxes

checking for latest

loading tax tables 1, 2

state and territory

timesheets

changing details during pay run

entering employee hours

excluding from a pay run

payroll categories

base hourly

adjusting

automatically adjusting for leave payments

base salary

adjusting

automatically adjusting for leave payments

calculated value

changing 1, 2

creating

deleting

finding

reviewing 1, 2

Payroll Category List window 1, 2

Payroll Details tab

payroll liabilities

paying

reconciling at month-end

reconciling at year-end

reviewing

payroll tax

paying

reporting

setting up

payroll year

end-of-year tasks 1, 2

starting a new year

when to close 1, 2

pending purchases. See purchases

periods, locking

personalised letters

creating

printing

petty cash

account for allocating expenses to

tracking expenses

pictures

adding to

cards

forms

removing

replacing

Portable Document Format (PDF) file

saving reports as

Portable Document Format (PDF) file, creating

purchase

reports

sales

POSTbillpay

printing barcodes

preferences

Apply Customer Payments Automatically to Oldest Invoice First

how they work on a network

I Deal in Multiple Currencies

I Prefer to Use Automated Online Company File Confirmation

I Use Timesheets for ... and My Week Starts on ...

If Credit Limit is Exceeded on Sale 1, 2

Prevent Data Changes During Report Generation

recommended

setting up

system-wide preferences

time billing

Transactions CAN’T be Changed\; They Must be Reversed

Use Audit Trail Tracking

Use Standard Cost as the Default Price on Purchase Orders and Bills

Prepare Bank Deposit window

Prepare Budgets window

Prepare Electronic Payments window 1, 2

previewing

cheques

invoices

pay details

purchases

remittance advices 1, 2

price levels

assigning to customer

creating custom 1, 2, 3

prices

average cost and last cost

quantity breaks

setting

standard cost of an item

printing

cheques 1, 2, 3

forms

invoices 1, 2, 3, 4

in a batch

pay slips

paycheques

payment summaries

purchases

in a batch

receipts

remittance advices 1, 2

in a batch

statements 1, 2, 3

prior year paycheques

Process Payments window

Process Payroll window

purchase activity, viewing

purchase debits, creating

purchase history, viewing for suppliers

purchase orders

creating from a sale

purchases

additional information about, entering

applying a supplier debit to an unpaid purchase

assigning job to

assigning tax to

blank lines, inserting

changing credit terms when recording

changing status of

creating from a sale

credit card

credit terms, entering

customising form layout

deleting 1, 2

emailing

in a batch

exporting

faxing 1, 2

from overseas suppliers. See multiple currencies

headers, adding

history, viewing

importing

layout

paying

previewing

printing

custom lists on forms

in a batch

publishing to iCal

quotes

receiving items without a bill

recording

recurring 1, 2

remittance advice

sending

reports

reversing

saving as a PDF file

sending

subtotals, adding

type of, choosing

viewing list of unpaid purchases 1, 2

Purchases Register

finding transactions

viewing purchases

Purchases window

purging data

Q

quantity breaks, inventory

quarterly budgets

Quicken, data import

quotes

converting to orders or bills

converting to orders or invoices

customer

supplier

R

rates, setting time billing

realised gains and losses, tracking

sales and purchases

transfers

receipts, printing

receivables See accounts receivable

Receive Money window

Receive Payments window

receiving items without a supplier bill

receiving money 1, 2

cash payments

cheque payments

credit card payments

customer payments 1, 2

exporting transactions

grouping with undeposited funds 1, 2

importing transactions 1, 2

invoice payments

receipts

receiving payments. See receiving money

reconciled transactions, deleting

reconciling

accounts payable

accounts receivable

bank accounts

for the first time

linked inventory account

out of balance amounts, correcting

undoing

record journal entries

Record Journal Entry window

records

adding

using Easy-Add

changing

deleting 1, 2, 3

inactivating

reactivating

searching

rectangles, drawing on forms

recurring transactions 1, 2

automatically recording

changing

cheques 1, 2, 3

creating

creating from an existing entry

deleting

editing

pre-dated

publishing to iCal

purchases 1, 2

recording

multiple

single

rescheduling

responding to reminders for

sales

saving

scheduling

setting reminders for

refreshing lists in a multi-user environment

refund cheque, receiving

refunding customer payments

refunds. See customer credits\; supplier debits

registration. See activation of company files 

reimbursable expenses

tracking

reminder logs

publishing to iCal

Reminders window

remittance advices

preparing

previewing

sending 1, 2, 3

reports

alphabetical list of

batches

changing default fonts

columns, moving and resizing

custom reports

storing on a network

customising

default fonts in MYOB AccountEdge

designing

emailing

faxing

filtering information appearing on

index to reports list

printing

in single-user mode

purchases reports

reviewing at month-end

sales reports

saving as

comma-separated values (CSV) files

HTML files

PDF files

simple text files

tab-delimited values files

sending 1, 2

using custom lists as filters

viewing in Microsoft Excel

Reports menu (command centres)

restoring a backup

from MobileMe account

RetailBasics, importing data from

RetailManager, importing data from

returns. See customer credits\; supplier debits

reversing transactions

S

sales

analysing activity

assigning tax code to a sale 1, 2

batch printing

changing status of

choosing type of

deleting 1, 2

emailing

in a batch

entering 1, 2

exporting 1, 2

faxing

history, viewing for item, customer or employee

importing

income account for tracking sales 1, 2

insufficient on-hand item quantities

invoice

layout

orders

previewing 1, 2

printing 1, 2, 3

in a batch

publishing to iCal

quote

recurring 1, 2

reports

saving as a PDF file

to overseas customers. See multiple currencies

viewing list of unpaid sales

Sales command centre

Sales Register window

finding transactions using

viewing and editing sales in

Sales window

search icons

Select & Edit Employee’s Pay window

select columns

Select Pay Period window

serial number

entering into company files

while activating by telephone

while activating over the Internet

Set Item Prices window

Settle Returns & Credits window

Settle Returns & Debits window

single-user mode

file locking

See also multi-user mode

See also network

when required

Spend Money window

spending money 1, 2

bill payments

definition

electronic payments

exporting transactions

importing transactions

petty cash

sending remittance advice

transactions

recording

Split button

standard cost of an item 1, 2

standard pay

Starting a new financial year

Starting a new payroll year

state and territory payroll tax

calculating

reporting

setting up

statements

customising

emailing

importing

printing 1, 2

reconciling

out of balance amounts, correcting

recording customer payments to

sending at month-end

sending to customers

sub-jobs 1, 2, 3, 4, 5

subpasswords. See user accounts

subtotal, showing in transactions 1, 2

superannuation

checking calculations for a pay run

checking the exclusions and threshold amounts

choice of superannuation fund 1, 2

employee details, entering

funds, creating

paying 1, 2

payroll categories

changing

creating

definition

deleting

reporting 1, 2

Standard choice form 1, 2

supplier debits

deleting

recording

refund cheques

settling

suppliers

bank information for

billing rates, setting

bills

entering

paying

cards, creating 1, 2

credit terms

changing when recording purchase

debits

deleting

recording

refund cheques

settling

discounts

early payment

volume

orders

paying 1, 2

electronically

several bills at once

purchase history, viewing

purchases

quotes

receiving items without an invoice

who are also customers

synchronising cards and Mac Address Book

Conflict Resolver window

resetting the synchronisation

Sync Alert window

Synchronise Cards window

T

task list

tax codes

assigning to

accounts

cards

items purchased

items sold

purchases

sales

changing 1, 2

creating

deleting 1, 2

exporting

importing

See also taxes

tax tables

checking for latest

loading 1, 2

taxes

change amount assigned to

purchases

Receive Money transactions

sales

Spend Money transactions

employee tax information, entering

PAYG Withholding 1, 2, 3

variations

paying using the Pay Liabilities window

payroll, state and territory 1, 2

See also tax codes

Termination Details window

termination of employment 1, 2

bona fide redundancy payment

determining outstanding entitlements

employment termination payment

entering termination details

recording the final termination pay

text fields

adding to forms

changing font characteristics of

thirteen accounting periods

time billing

activities

creating

definition

deleting

activity slips

including in employee pays

multiple 1, 2

single

adjusting accounts to reflect work in progress

including items on invoices

invoices 1, 2

preferences

using special billing units

work in progress

timesheets

changing details during pay run

delete

employee hours, entering

excluding from a pay run

report

setting up

time billing information, entering

unpaid hours

clearing

deleting

reporting

view timesheet reports

To Do List

making supplier payments from 1, 2

To Do List menu (command centres)

tool palette

tracking employees’ time. See time billing

Transaction Journal window

transactions

changing

create recurring from an existing entry

deleting 1, 2, 3

exporting

finding 1, 2, 3

identifying user who entered

importing 1, 2

from bank or credit card statement

recurring 1, 2

reversing

unchangeable 1, 2

Transactions CAN’T be Changed\; They Must be Reversed preference

transferring

inventory

money

troubleshooting 1, 2, 3

tutorial

U

unchangeable transactions 1, 2

uncleared transactions, matching

undeposited funds

deleting transactions

grouping payments 1, 2

Undo Last Reconciliation window

Use Recurring button

user accounts

creating

listing active users

managing

maximum licensed number reached

passwords

purpose of

restricting access to windows and functions

See also administrator account

user IDs. See user accounts

V

verify company file 1, 2

View Contact Log window

void cheque

volume discounts

giving

receiving

W

wages

cash wages, recording a cheque transaction

definition

payroll categories

changing

creating

deleting

See also payroll, employees

Wages Information window 1, 2

warnings 1, 2

withdrawals, ATM

work in progress

adjusting accounts to reflect

tracking

workstations

obtaining extra licences

See also network

Y

year

financial 1, 2

payroll

year-end

financial 1, 2

payroll 1, 2

year-end tasks

adjustments in 13th period

entering budgets

financial 1, 2

entering end-of-year adjustments

optimising company file

provide information to your accountant

reconcile accounts

reconcile inventory

start a new financial year

payroll 1, 2

back up company file

print payment summaries

print payroll reports

process the last paycheques for the year

start a new payroll year

yearly budgets

Z

zoom arrows