Learn about all the latest features of MYOB FirstEdge

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The following topics will help you learn about some of the most important changes introduced in FirstEdge Version 4 and what they can mean to you and your business.

Note: If you are upgrading from an earlier MYOB product, also see Other important information for upgraders.

Accounts

• Undo bank account reconciliations

• Combine accounts

• Keep transactions for up to seven years

• Improved budgeting tools

• Account information, including banking information, appears in five tabs of the Edit Accounts window

• A column that displays the linked VAT code has been added to the Accounts List window

• Additional Drill-Down Functionality is available in the Accounts List and Trial Balance Reports

• Viewing your Accounts List has been made easier

• A new Transfer Money feature is available

Backups

• Back up your company file offsite using .Mac

• The first window in the Start a New Year and Purge processes has a button to launch a company file backup

Banking

• Undo bank account reconciliations

• Improved budgeting tools

• Additional Drill-Down Functionality is available in the Accounts List and Trial Balance Reports

• A new Transfer Money feature is available

• Two new bank statement date warnings help when reconciling

• You can record credit card fees in the new Bank and Deposit Adjustments window

Cards

• You can synchronise your MYOB cards and your Address Book contacts

• Combine cards

• Credit Limit Flagging and Credit Holds help manage customers

• Emailing from your Card File is more flexible than before

• New card designations now default to the designation of the last card

• A Receipt Memo field was added

Emailing

• A Delivery Status option has been added for sales

• Emailing from your Card File is more flexible than before

• You can change the subject and message for emails

• You can email a batch of sales forms or statements forms

• You can email statements

Forms

• Preview your Sales and Spend Money forms before printing

• Customise packing slips and labels

• New features make designing custom forms easier and more efficient

• The Print/Email process has been streamlined

• Choose the form you want to print when printing from the Sales windows

• If you prefer, the Advanced Filters window will always display before you send forms

Importing & Exporting

• You can now identify cards by Card ID, Record ID or Co./Last Name when importing and exporting

VAT Codes

• A column that displays the linked VAT code has been added to the Accounts List window

• The VAT Exceptions Reports have two new fields

Jobs

• Jobs can be imported and exported

MYOB Help

• MYOB Help has many new features and a new look

Navigation, tools, and menu bar

• New-look Command Centre

• Filter your list searches with a range of new fields

• Change to Command-N keyboard shortcut

• A new All/None option simplifies selecting items in many windows

• A new pop-up calendar simplifies entering dates

• A Control/Click now displays menu selections specific to your location

• The new pop-up calculator can speed entry of numeric data

Preferences

• Credit Limit Flagging and Credit Holds help manage customers

• If you prefer, the Advanced Filters window will always display before you send forms

Printing

• Preview your Sales and Spend Money forms before printing

• Choose the form you want to print when printing from the Sales windows

• A Delivery Status option has been added for sales

Receipts

• You can now print payment receipts

Reconciling accounts

• Undo bank account reconciliations

• A transaction selected for reconciliation in the Reconcile Accounts window becomes shaded.

• Finding a Reconciliation Report from a previous period has been made easier

Recurring Transactions

• More options provided for Recurring Transactions

• Publish MYOB information to iCal

Reports

• Many New reports

• Improved budgeting tools

• Additional Drill-Down Functionality is available in the Accounts List and Trial Balance Reports

• Finding a Reconciliation Report from a previous period has been made easier

• New report viewer helps you design and customise your reports

• The VAT Exceptions Reports have two new fields

• Tools for customising reports have been reorganized and simplified

• You can now add your favorite reports to the Reports menu

• Cash-basis financial reports provide flexibility in viewing your company finances

• Change to Job Transactions report

Sales

• Preview your Sales and Spend Money forms before printing

• Publish MYOB information to iCal

• Keep transactions for up to seven years

• Choose the form you want to print when printing from the Sales windows

• Credit Limit Flagging and Credit Holds help manage customers

• A Delivery Status option has been added for sales

• A Receipt Memo field was added

• You can email a batch of sales forms or statements forms

• You can email statements

• The status of a new sale now defaults to the status of the last sale

Security

• Use the Audit Trail Tracking System to keep track of changes made to your company file

• The Company Data Auditor checks your company file and reports on a variety of criteria

Select from window

• A new Select From window permits non-consecutive selections

To Do List

• The To Do List reminds you to perform regular tasks

VAT Codes

• A column that displays the linked VAT code has been added to the Accounts List window

• The VAT Exceptions Reports have two new fields