Get Started with AccountEdge
There are eight command centers in AccountEdge. Each command center contains a row of icons in the top section of the window. These icons allow you to switch between different feature sets in AccountEdge.
The selected icon represents the current command center, and the flowchart displayed below the icons illustrates the major tasks for that selection. For example: when the Accounts icon is selected, tasks such as Transfer Money and Record Journal Entry will be displayed.
Company File Location
You can locate your AccountEdge Company File at any time by clicking on the magnifying glass icon on the Command Center.
The Action menu is a shortcut for accessing card record tasks. The menu is located in the Cards List window and each Card Information window.
When you click the Action Menu icon, a list of actions and tasks associated with the card type is displayed. For example: if you select your Cards List, the Action Menu contains links to Enter Sales, Create New Log Entry, and Combine Cards.
Calendar – Date Entry
The calendar simplifies date entry. For example: suppose you’re entering a sale and have promised the goods to the customer on the last Friday of the month. Rather than figure out the date and enter it manually, display the calendar in a date field and click the date.
To display the calendar, click in a date field, then either hit the = (Equal) key or Spacebar on your keyboard to display the calendar.
A calculator is available to simplify calculating and entering numeric data, including dollar amounts, item quantities, and units. The calculator is available from every window where you can enter numeric data.
Pressing = (Equals) or the Spacebar when the cursor is in a numeric data field displays the calculator. In the calculator, enter your calculation and then press Enter or Return. The result appears in the numeric data field.
To close the calculator without entering numeric data, press ESC.