You can create and track leads. Convert leads to customers and track their status as well as the source of the lead. New reports show how long it took to convert leads and more.
New Look and Feel
We’ve updated the look of the Sales & Purchases windows to streamline our most important data entry screens. They are resizable and much easier to read. Along the way we’ve tweaked the fonts and layout of many other windows.
More new features
New Profitability reports show the profitability of items, customers and activities.
Create a template based on an existing sale or quote with the details from the original by choosing “Create Copy.”
Void any kind of check and mark it as reconciled. Transaction journals and recaps will show the transaction as void. The memo field is updated on each transaction.
Purge quotes and lead records that didn’t convert to sales and are no longer needed.
Start building seven years of Profit and Loss reports and Balance Sheets. A new Multi-Year Spreadsheet report displays year–over–year comparisons in columns.
Search by Card
The Bank Register lets you search by Card in order to see all bank transactions associated with a vendor, customer, etc.
Full Service Payroll
Our online payroll service includes a new design to make payroll data entry, processing and reporting easier and faster with less steps.
Reset System Date
If you’ve left AccountEdge running overnight, it will ask if you want to update the date when you resume using the program.
New Fields & Filters
The Card Summary and Card Detail Report include custom fields for Customer/Vendor/Lead Since, Lead Status and Lead Source. Filter by Customer/Vendor/Lead Since depending on the Card Type selected.
Use advanced filters to search the Bank Register and the Sales and Purchases Registers.
Updated Job Report
Updated Job Exception Report displays lines of sales that are only partially allocated to ensure that you have allocated appropriately.
Add a department onto a Bank Deposit transaction so that you can apply a department to bank fees and overages, as well as cash back.
Apply departments to lines on Inventory Adjustments, as well as split a transaction line across multiple Departments.
Auto-populate your Customer Since and Lead Since date. When new customers are created, the software will set either the Customer Since or Lead Since date so you know how long a customer has been with you.
Filter by Card Type
Filter by Card Type in the Bank Register, as well as a source journal, check number, amount to/from and Memo & Payee.
Partial Job Alerts
When a job is partially allocated, “Partial” is displayed in the job field on sales lines, etc., as well as on reports.
Back and Next
Use new back and next arrows on the Sales & Purchases window to flip through your transactions.
A confirmation warning message appears before anything is mistakenly deleted.
Scroll while in edit fields on various screens. In past releases, scrolling using a scroll wheel was disabled when the focus was in an edit control/field.
Card List Changes
The columns on the Card List will change to display appropriate columns based on the Card Type.
I haven't upgraded in a few years. Show me what I missed.
Requested By Andrew James, Packaging Materials, Inc. Noblesville, IN
Requested By Steve Weaver, Eagle Accessibility, Solutions & Equipment, Inc., Auburn, CA
Reset System Date
Requested By Don Bledsoe, Go With The Flow Productions, Inc., Shelburne, VT
Requested By David Hass, Metta Technologies, Inc.,Toledo, OH
Filter by Card Type
Requested By Bob Harris, Orchidpeople, Kamuela, Hawaii
Requested By Mark Szymczak, Classic Closets, Inc., Naperville, IL
Overview of what's new
- *Web Pay requires an AccountEdge Merchant Account and AccountEdge Cloud subscription.