Transaction Journal - All Transactions Faster Allocate across multiple jobs by amount or percent. For example, pay your lawn care bill and allocate a portion of your payment to each of your properties. Job Reporting & Splitting JobsĪllocate an amount to multiple jobs on a single transaction line. You now have the option to Hide Inactive on various lists including Cards, Items, Retainers and Jobs List. Updated Job Exception Report displays lines of sales that are only partially allocated to ensure that you have allocated appropriately. Use advanced filters to search the Bank Register and the Sales and Purchases Registers. Filter by Customer/Vendor/Lead Since depending on the Card Type selected. The Card Summary and Card Detail Report include custom fields for Customer/Vendor/Lead Since, Lead Status and Lead Source. If you’ve left AccountEdge running overnight, it will ask if you want to update the date when you resume using the program. The Bank Register lets you search by Card in order to see all bank transactions associated with a vendor, customer, etc. A new Multi-Year Spreadsheet report displays year–over–year comparisons in columns. Start building seven years of Profit and Loss reports and Balance Sheets. Purge quotes and lead records that didn’t convert to sales and are no longer needed. The memo field is updated on each transaction. Transaction journals and recaps will show the transaction as void. Void any kind of check and mark it as reconciled. Create CopyĬreate a template based on an existing sale or quote with the details from the original by choosing “Create Copy.” Void Check New Profitability reports show the profitability of items, customers and activities. Easily send your AccountEdge products, variations, and images to Shopify, and send your Shopify sales back to AccountEdge, for seamless one-stop accounting. Shopify IntegrationĬreate a beautiful, online shopping experience. AccountEdge Connect is a convenient tool for extending some functionality online. AccountEdge ConnectĮnter invoices, order and quotes, as well as activity slips and timesheets, using Connect from any computer or device, including Android phones and tablets. Assign commission rates by salesperson and choose whether to pay commissions based on sale date or payment. Commission TrackingĬhoose a fixed percentage or amount as a commission, or create a custom rate per item or per activity. Resellers, manufacturers, wholesalers, and other item-based businesses can track serial numbers from purchase through sale, and beyond with warranty tracking. Create CopyĬreate a template based on an existing sale or quote with the details from the original by choosing “Create Copy.” Serialized Inventory New reports show how long it took to convert leads and more. Convert leads to customers and track their status as well as the source of the lead. Along the way we’ve tweaked the fonts and layouts of many other windows. Redesigned and streamlined Sales & Purchases windows are also resizable with new typography making them much easier to use and read. The new Command Center window is resizable and adds a sidebar for fast access to recent and favorited windows and help tools.
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