FirstEdge Overview

Get help right from the product

FirstEdge has assistants that help you create your company file, set up preferences, and enter opening balances.

The Help menu gives you the choice of going to our website for product help or searching the help files included in FirstEdge. Most windows in FirstEdge also include the Help button, which displays frequently asked questions and instructions related to whatever section of the software you are in when you click the button.

Your User Guide and Getting Started Guide are included on your disk, also accessible from the Help menu within FirstEdge. Of course, you can always seek help from the support section of this website.

30 days of introductory and upgrade support

The support section of our website offers lots of do-it-yourself help, but if you’d rather skip the FAQs, online forum, and other help options, we give you 30 days from the point of purchase to call our experienced software support representatives and get answers to your questions. Give us a call at 973.586.2325.

Choose from 84 customized business templates

The New Company File Assistant helps you get your company file up and running in minutes. Choose from one of 84 editable business templates to start with a Chart of Accounts that matches your business, or create your own from scratch.

Protect your company file with the Company Data Auditor

The Company Data Auditor found in the Accounts command center lets you keep your important financial information in top condition. Use it to learn important information on your company file like size and location, troubleshoot problem areas such as imbalances in your receivables, and review changes made to the company file (and learn who made the changes).

Bank register

All of FirstEdge's banking functionality resides in the Banking command center, including the ability to write and record checks, prepare bank deposits, print receipts, and reconcile your accounts. FirstEdge's bank register shows you your important banking information at a glance, including your running balance and all transactions within a specified date range. You can also use the bank register to record transactions involving both incoming and outgoing funds.

Import online bank statements

You can import your online bank statements into FirstEdge's bank register to reconcile your accounts. FirstEdge supports most online statement formats, including OFX, QIF, QFX, AND OFC. Download your bank statement to your desktop, and use the Get Statement feature to import it into FirstEdge. Your transactions will be automatically matched to those already entered. Get Statement works for both bank and credit card statements.

Undo reconcile accounts

Already imported your online statement and reconciled, but you made a mistake? Undo reconciliation lets you go back as far as you need to go to fix the error.

Manage your Sales

Enter quotes and invoices, print and email invoices and statements, print receipts, and manage returns and credits, all in FirstEdge's sales command center.

The sales register contains all information relating to sales and receivables, organized by tabs. Each tab gives an at-a-glance look at transactions associated with quotes, open invoices, closed invoices, and returns and credits.

Quote to invoice

New sales are entered into the sales register, with a choice of service, item, professional, and miscellaneous layouts for both quotes and invoices. Once a customer agrees to the terms of a quote, you can select that quote and change it to an invoice with the click of a button.

Creative forms designer

Design your own forms with the creative forms designer. Pick the layout that's right for your business: service, item, professional, or miscellaneous. Then choose from a list of form fields and design options to create invoices, statements, and other forms that reflect the style and professionalism of your business.

Insert your logo, watermark, or other background image using virtually any file format, and add borders and shading to the fields on your forms. The snap-to grid makes aligning fields and other elements automatic, and when you've completed designing your form, you can save it and print in color.

Email and print quotes, invoices, and statements

Create a quote, invoice, or statement, then use the Send To Email command to email it to your customer.

Invoices and statements can be emailed (and printed) in batches, and you can personalize subject lines and messages one by one before sending to one of the five emails you can keep on file per customer.

Create budgets for this year and next year

FirstEdge makes budgeting more intuitive by allowing budget planning for next year while still in the current year. Budgets can be entered from a single window that displays all balance sheet accounts together on a single window and all profit and loss accounts on another.

Shortcuts allow for the current year budget to be copied into next years budget so that only minor alterations have to be made, rather than spending time starting on a fresh budget screen. Other Shortcuts include automatic calculations of monthly figures based on quarterly numbers or a monthly percentage increase, and the ability to import and export budgets.

See the total picture with over 80 reports

One of the most important things FirstEdge does is give you snapshots of your business. Where was your business, where is your business, and where is your business going? With over 80 reports, grouped by command center in the Index to Reports window for easy reference, this information can be found with ease.

Reports can also be accessed via the Reports drop-down menu in the various command centers. Reports are customizable, from look and feel to date ranges and fields included. When opened, a report shows in the Report Display window, where columns can be scaled and sorted, as well as made to fit in a specified date range. Report Display settings can be saved for future use.

Track your income with 28 sales reports

FirstEdge includes 28 sales reports to help you analyze your business income. Reports are customizable, can be exported to Excel, HTML, viewed on-screen, emailed, or exported as a text file, and added to your favorites menu for quick access. Just some of the sales reports available to you in Firstedge:

• Analyze Receivables
• Item Sales Summary and Detail
• Customer Sales Summary and Detail
• Analyze Sales
• Receivables To Do List

FirstEdge uses lists to help you manage areas of your business such as accounts, contacts, items, jobs, and recurring transactions. You can also create your own custom lists and fields to sort your items, customers, vendors, employees and personal contacts into customized categories.

Cards list

You can keep detailed notes on customers, vendors, employees, and personal contacts with the cards list. Cards hold a tremendous amount of information, including a billing address and five ship-to addresses, each with three phone numbers, an email address, web address, and fax number. You can attach a picture to each card, and sync your entire card file with Mac OS X Address Book¹.

Items list

Similar to the cards list, the items list lets you create a card for an Item. You can link an income account for tracking sales, attach a unit price for an item, create a description that can be included on sales forms, and even link a picture of the item to the card.

Jobs list

You may wish to track income and expenses job by job. FirstEdge makes this very easy. The Jobs List window shows you at-a-glance the income, cost, expenses and net profit or loss of each of your jobs. FirstEdge automatically tracks this information for you when you enter a job number on an invoice, check, deposit, or journal entry.

Recurring transaction list

You can set up regularly scheduled invoices, depreciation entries, and other scheduled transactions to automatically record, or you can have FirstEdge alert you that these transactions need to be recorded, with the recurring transactions list.

Recurring transactions let you:

• View a list of recurring transactions, their frequencies, post dates, and amounts
• Edit or copy existing templates to create new recurring transactions
• Delete or record existing transactions

Custom lists and fields

With FirstEdge you can create custom lists and fields so that you can categorize your items and contacts however you see fit. For example, you can create a custom list for your customers called Region, and then list entries of various regions your customers where your customers reside. You can then include these lists and fields when customizing reports and get the information that you need to run your business.

Accept credit cards²

FirstEdge integrates with MYOB's cost-competitive MYOB Merchant Account Service, which makes it easy to process credit card sales directly from the software. Learn more.

Full Service Payroll²

MYOB offers you the option to outsource your payroll tasks with Full Service Payroll, our fully integrated, online payroll processing service. Learn more.