Product Description

Overview

• Access your accounts on a network

• Make the most of Mac OS X

• Automate your payroll

MYOB AccountEdge is a complete business management system designed specifically for the Mac.

It's packed with features that will help you capture and track more business information, automate more of your processes and assume greater control over your cashflow.

If you're using FirstEdge and you employ people or you want to run your business more efficiently, upgrade to the latest AccountEdge release today !

Ideal if you ...

• Have multiple employees working on the accounts

• Have employees

• Stock items for resale

Features & benefits

Automate your payroll

At one point or another, you'll probably have employees working for you. Whether they're permanent, contractors, or casual, there's a whole heap of paperwork, tracking and calculating to do each time you pay them.

With MYOB AccountEdge you simply set up each employee's pay details once and from then on every pay run can be completed in just a few minutes.

PAYG withholdings, superannuation, annual, sick and long service leave, deductions, allowances, bonuses - AccountEdge can do it all.

As AccountEdge organises all of your payroll records everything you need to answer employee queries is right at your fingertips. "How much superannuation do I need to remit?" One report. Easy. "How much holiday leave does John have owing to him?" A couple of clicks and there's your answer.

Everything you need to keep accurate, up-to-date and accessible payroll records is now all in one spot.

Feature highlights:

• Process pays weekly, fortnightly, twice a month or monthly - or in any combination of those.

• Pay employees based on the time recorded on their activity slips.

• Lodge payment summaries electronically to save time.

• Handle all your employees' information requests.

• Quickly report on all obligations, PAYG withholdings, superannuation, leave, union fees.

• Includes the PAYG withholding tax tables for 2004/2005. Includes automatic update to the 2005/2006 tax tables when available.

What's new

Enhanced payroll functionality

Handle all your employee payments efficiently and quickly with the improved payroll procedure:

• Pay all of your staff at the same time with the Process Payroll assistant, which steps you through the process.

• Have the correct PAYG withholding tax automatically calculated for you when paying holiday pay in advance or a performance bonus to your employees.

• Print your employee classifications, pay periods and employee bank account details on paycheque stubs.

• Import time billing activity slip information into your employee pays.

• Allocate pay items to multiple jobs.

• Set a flat rate of tax for employees with a PAYG variation.

More flexibility in scheduling recurring transactions

Schedule your business's regular and ongoing transactions (eg monthly rent payments, Yellow Pages payments, payments to the ATO) more efficiently:

• Receive an alert when a recurring transaction is due, and if multiple people access your company file, specify who should receive the alert.

• Specify how many times, or until when, transactions should recur.

• Choose to automatically record recurring transactions when they are due.

Improved emailing options

Now you can send monthly statements to your customers by email. This simple process is a great alternative to the printing, folding, inserting and sticking that's normally required to get statements out!

• Email activity and invoice statements direct from MYOB AccountEdge.

• Enter default email subjects and messages for quotes, orders, sales, purchases and statements.

• Email invoices, statements and purchase orders individually or in a batch.

• Select an email address from the card file or use a new address and it can update the card file.

Enhanced credit control

Manage your account customers more efficiently, and have more control over the credit you extend to them:

• Receive a warning before recording a sale that will exceed a customer's credit limit.

• Prevent sales from being recorded for customers who have exceeded their credit limit unless an override password is entered.

• Place customers on Credit Hold and receive a warning when you enter new sales for them.

Enhanced company file auditing

Check the integrity of your company file's data on a more regular basis with the new Company Data Auditor and exception reports:

• Quickly identify basic information about your company file such as, the file name, version number, location, size, locked periods, and the last backup date.

• View the last reconciliation date of each bank and credit card account and reconcile all bank accounts with ease.

• Perform a quick review of your data and identify potential processing errors.

New reports

Take advantage of these reports to analyse and review your company file information in more detail:

• Receivables Reconciliation Exception: Compares the linked receivables account to the total of all customer balances and if there is an out of balance, lists transactions that may be causing it.

• Payables Reconciliation Exception: Compares the linked payables account to the total of all supplier balances and if there is an out of balance, lists transactions that may be causing it.

• Inventory Value Reconciliation Exception: Compares the linked inventory accounts to the total value of the on-hand items and if there is an out of balance, lists transactions that may be causing it.

• Future Dated Transactions: Lists any transactions that are dated after the session date they were created in.

• Prepaid Transactions: Lists any customer or supplier payments (excluding deposit payments) that are dated prior to the invoice or purchase dates.

• Audit Trail: Lists changes made to transactions, tax codes, accounts or system preferences by each user, so you can identify who entered data or made changes, and when.

• Transaction Tax Code: Lists all transactions, the GST codes that have been assigned to them and the default GST codes.

• Recurring Transactions List: Displays the name of each recurring transaction and for each one, provides the type, frequency, the date it was last posted, the next due date, the type of alert you receive and the number of posts remaining on the schedule.

• Payroll Recurring Transactions: Displays the payroll categories and employee details of each recurring payroll transaction.

• Unprocessed Activity Slips: Lists all activity slips that have been assigned to payroll categories but have not been processed in the payroll.

More enhancements

New - Invoice forms fields: Choose to print the total item quantities on an item-type invoice and the total time billed on a time billing invoice.

New - Send audit reports to accountants: Use the Send to Accountant feature to email the new exception reports with your business information. This will help your accountant analyse your data faster. Please note that this feature is only currently available with MYOB Accountants Office.

Improved - Drill down from the Accounts List Summary and Accounts List Detail reports: You can now see which transactions make up an account's balance by clicking the values in these reports.

Improved - Job report formatting:

• Display header jobs in the Jobs List report and list the detail jobs below them.

• Display additional report fields in the Jobs List report, including Header/Detail, Sub Job Of, Job

Description and Reimbursable.

• Sub total Activity, Customer and Employee time billing reports by job.

Improved - Account reconciliation: Transactions that you mark as Cleared are now shaded for easier reconciling of long transaction lists.

Improved - Account list layout: View the tax code that has been assigned to each account in the Account List window. Shading of alternate lines makes it easier to review long account lists.

Improved - Choice of stationery: When recording a sale or a purchase you can now choose whether to use the default form specified or another customised form.

Technical Details