What's new in AccountEdge Pro?

You asked, we listened

Serialized inventory

Serialized inventory brings a thousands-of-dollars feature set to small and medium sized businesses at an affordable price. Resellers, manufacturers, wholesalers, and other item-based businesses can track serial numbers from purchase through sale, and beyond with warranty tracking.

  • Flexible, 40-character maximum, alpha-numeric serial number creation
  • Choose a serial number to sell while creating an invoice
  • Add serial numbers to items at purchase, or during the sale process
  • Attach a warranty to a serial number. It will activate when you sell an item. Check if warranties are valid via a serial number report

Requested by Dave Smith, Capitol Macintosh, Lansing, MI

Requested by Jayme Smaldone, Mighty Mug, Brooklyn, NY

Commission tracking

With commission tracking, you can choose a fixed percentage or amount as a commission, or create a custom rate per item or per activity. Assign your commission rates by salesperson and add them to invoices. Choose whether to pay commissions based on sale date or payment, and add the payment to a paycheck, or cut a check separately.

  • Calculate salesperson commissions on sales transactions
  • Create commission rate levels as a fixed percentage, fixed amount, or using a custom rate
  • Custom rates can be calculated as a percentage, by amount, or by a percentage of the margin per item/activity
  • Add vendors to invoices as a salesperson

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New features and enhancements in AccountEdge Cloud

AccountEdge Cloud is a companion web app to AccountEdge Pro with an ever-growing list of cool features. Learn more about AccountEdge Cloud.

AccountEdge Cloud Direct Sync

Sync AccountEdge Pro directly with AccountEdge Cloud without using Dropbox. Transactions and changes made in Cloud are automatically uploaded, and synced when you open AccountEdge desktop and choose to sync.

Sync times will be faster and more efficient after the initial sync. Direct Sync requires AccountEdge Pro 2014 or later.

AccountEdge Cloud new features

  • Convert quotes to orders to invoices
  • Price changes in AccountEdge Pro affect quotes in AccountEdge Cloud
  • When payments are applied and synced in Pro, the amount due in Cloud is automatically updated
  • When selecting items, inventory levels are synced and displayed, with immediate notification if there is not enough inventory on hand for sale
  • When tracking and billing for time, commission rate levels – including custom levels – are synced and applied
  • Create and add serial numbers to sales in Cloud
  • Add headers, subtotals and blank lines on sales
  • Email customers directly from the customer list or customer record
  • New email preferences include: alias, reply-to, cc:, and email signature
  • Read a complete list of AccountEdge Cloud enhancements and new features

More new features

Hide inactives

You now have the option to Hide Inactive on various lists including Cards, Items, Retainers and Jobs List.

1099 preparation made easier

  • Filter by 1099 Category (e.g. Royalty, Rent) when preparing 1099s
  • Filter by amount range when choosing vendors for 1099 printing to limit 1099s to those that are required (e.g. those over $600)
  • Total 1099-Misc Payments amount and the number of vendors selected is now viewable on the Review 1099/1096 window to review prior to printing
  • After printing 1099s, your filters and selections will be carried over to prepare your 1096 form
  • 1099 Vendor Payment Summary and Detail report displays payments made to 1099 vendors and can be filtered by amount and 1099 categories
  • 1099 Final Information report contains the 1099 details by vendor

Shopify inventory sync

Now sync inventory levels with Shopify. Allocate a quantity that you wish to reserve for AccountEdge to ensure you have stock on-hand locally and then allocate an amount to sell on Shopify.

Job reporting & splitting jobs

Allocate an amount to multiple jobs on a single transaction line. For example, pay your lawn care bill and allocate a portion of your payment to each of your properties. Allocate across multiple jobs by amount or percent.

Invoice & Purchase PDF naming

When emailing sales and purchases, PDF attachment file names will now reference the invoice and purchase numbers (instead of eSale.pdf).

Departments on time sheets

Allocate employee time/cost to departments via Time Sheets. Also split the time between multiple departments. The department allocations will flow to Process Payroll and can be saved and split within Recurring Pay.

Split Departments by Percentage

When allocating a line to a department you will now be able to split the amount using a percentage vs needing to calculate each dollar amount.

Adding Vendors to Invoices as a Salesperson

If you hire subcontractors to perform a sales role, you now have the option to include vendors in the Salesperson list when creating sales. On a Vendor card you can select (under Card Details) the Commissionable Salesperson check box. Even if you're not using the Commission feature in AccountEdge, you can check this box so that you can select this vendor as a salesperson on a sale.

Logging Out Active Users (AccountEdge Network Edition Only)

Administrator users can now view active users in a company file and log them out gracefully. This is helpful if a user’s computer falls asleep while connected to a company file, when you might need to perform a single user task like starting a new fiscal year or if you can't turn off FileConnect because users are still connected. This is performed via File/Active Workstations (by an administrator user only).

Transaction Journal - All Transactions Faster

The "All" tab in the Transaction Journal has been optimized to generate faster when viewing All Transactions.

Import/Export Transactions with Split Multiple Department/Job Allocations

Transactions that have lines split between multiple jobs or departments can now be imported/exported.

Consolidated Journal Entries

When recording sales and purchases, journal entry lines will be consolidated into a single line (when the same account is being used). If different jobs are used, the term "Split” is displayed to indicate that the line covers multiple jobs. The result is smaller journal entries, especially with long sales with multiple lines, which in turn decreases company file size over time.

User requested

Hide inactives

Requested by Shep Chargo
Chargo Earthworks, Rome, NY

1099 preparation made easier

Requested by joAnn Ortiz
FlyDragon Consulting, Hollywood, CA

Shopify inventory sync

Requested by Jon Onufer
Copycat Business Systems, Pottsville, PA

Job reporting & splitting jobs

Requested by Brian DeBroux
North Jersey Property Management, Newton, NJ

Invoice & purchase PDF naming

Requested by Caryn Musicer
Five Star Graphics, Torrance, CA

Departments on time sheets

Requested by Laura Snyder
ESPO Springs 'n Things, Danville, PA

Overview of what's new

Product screenshots

Commission tracking

Hide inactives

Serialized inventory

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