What's new in AccountEdge Pro?

Daily Help

Save Custom Notes on Sales and Purchases

The Notes that you add to Sales and Purchases can now be saved for future use, and optionally printed on your forms. For example, if you add standard language like Terms and Conditions to many transactions, just add the Notes field to your custom forms to have these notes on your printed or PDF sales and purchases.

Find Deposit Transaction From a Receive Payment

Use the new drill down arrow on Receive Payment, Receive Money or Refund Transaction to go directly to its original Prepare Bank Deposit transaction.

Sortable Columns on Prepare Bank Deposit

Sort the Transaction ID, Date, Memo, Payment Method and Amount columns on the Prepare Bank Deposit window to quickly find and select receipts to deposit.

New Columns on Customer & Vendor Payments Windows

The Receive Payments and Pay Bills windows now feature sortable columns including Invoice #, Status, Date, Amount, etc., to make it easier to find an invoice or bill to pay. Windows resize for wider columns showing fuller content.

Pre-filled Payment Amounts

While viewing an open sale or purchase, select the Receive Payment or Pay Bill option to open transaction windows with the amount pre-filled and applied to the sale or purchase # you are viewing.

Easy Access to Credit Limit and Hold Option

Click the new drill down arrow next to a customer’s credit limit to view and edit the Credit Limit, Available Credit and Past Due Amount, and change the Credit Hold status. Read-Only access is available.

Set User Access Permissions to Buying and Selling Details

Set permissions by user to the Selling Details and Buying Details tabs that include critical credit information. You can also set Read Only access to the Credit Limit and Hold window so only specified users have the ability to change the limit and credit hold status.

Sales Tax Rate Out to 5 Decimals

Sales Tax Rates can be set to 5 decimals to support states that are implementing longer sales tax rates.

Filter Down to Specifics

Filter on Last Transaction Date

If you’re looking for a list of customers with whom you haven’t done business since a certain date, you can now filter in the Card File for a payment or a sale by the last transaction date. You can also find lapsed customers by filtering on the Card List Detail and Summary reports, and within the Email function in the Card File Command Center for sending emails or promotions. The filter is also available on a vendor’s last transaction date for a payment or a purchase.

Filter Statements by Overdue

When on the Print/Email Statements window, you can select only customers who have an overdue amount, and email or print statements for this group.

Jobs Status Filter on Jobs Reports

Most Jobs Reports now filter by Status so that you can run them to report only on jobs completed, or for jobs in progress or any of your other Statuses.

Date Filtering on Registers

The Register windows, including the Sales Register, Bank Register, Transaction Journal and more, have new date filtering options including Month to Date, Year to Date, This Quarter, This Month, Last Month, This Quarter, Next Quarter, This Year, Last Year or Customer Year.

Business Insight Reports

A new series of reports provide insight into the health of your business including analysis into number of days to collect your accounts receivable, by month and compared to last year, what your inventory turnover is, gross profit margin ratio analysis and more. Reports include: Gross Profit Margin Ratio, Operating Profit Ratio, Net Profit to Sales Ratio, Accounts Receivable Days, Accounts Payable Days, Current Ratio and Profitability Ratios.

AccountEdge Pro & AccountEdge Connect

Customer Portal

The Customer Portal is a web site where your customers can log in to view their open receivables, make credit card payments against open sales, update their credit card information, view online payment history, and if you allow, apply available credits to open invoices. If you have an AccountEdge Merchant Account, your customers can pay you online in the customizable Portal. Otherwise, they can view their open receivables.

Process Credit Cards in Bulk

Easily process credit cards in bulk using AccountEdge Connect. From the new Bulk Payments window, view all open receivables and invoices (from desktop or Connect) and manage all aspects of bulk processing. No more authorizing each credit card payment one by one by one. Save hours by Approving All payments, then hitting a single button to process all payments. Send bulk email payment confirmations and handle the inevitable failed payments or expiring credit cards with bulk email capabilities as well. You can update credit cards yourself, or your customers can update their own credit cards through the Customer Portal.

Recurring Billing

This is your go-to feature for creating multiple invoices on a schedule to be automatically recorded in bulk. These sales can be identical across customers or may contain services or items that vary in amount or quantity by month. AccountEdge Connect makes it easy to create and manage your recurring invoices with a Recurring Sales window that displays all of your recurring sales by customer, along with their items and quantities.

From this single window, you can view your invoices, make changes, approve them all at once or one at a time, record them all and, optionally, automatically email them. Item quantities can be memorized when amounts are typically the same each month, or variable, when you easily adjust amounts prior to processing your invoices, as appropriate. Of course you also have the option to include a Pay Now button using Web Pay or receive customer payments manually.

Creating and Syncing Applied Credits

Credits can be created in either AccountEdge or AccountEdge Connect. They will all appear in AccountEdge Connect. You can now apply the credit to an open receivable within AccountEdge Connect as well. The Applied Credit transaction will sync down to your company file.

Web Pay Statements

Send Statements from AccountEdge Pro with an optional Pay Now link in the email and on your custom statement form. Use a Web Pay Statement with a URL to the Customer Portal, directing your customer to pay you online. They can then either log in or create an account to continue using the Customer Portal.

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