AccountEdge Pro uses the same flowchart-like interface it has used for more than 15 years to guide you through every aspect of your business’ financial life and to help you see how each aspect of your business is linked together. There are shortcuts at the top and bottom of the program’s Command Center that allow for quick access to all of the program’s features and Acclivity has added a new sidebar to provide quick access to your favorite and most recently used program modules. The program still offers one of my favorite business accounting features: a single data file that can be used by both Windows and Mac versions of Acclivity’s accounting programs.ĭropbox can also be used to centralize data so that it can be updated using Acclivity’s Updates to the program’s Welcome screen allow you to perform basic file maintenance without requiring you to open your data file and you can use the Welcome screen to restore data files from backups saved on an external disk orĭropbox. 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.įilter 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.īack and Next - Use new back and next arrows on the Sales window to flip through your transactions.ĭelete Warning - A confirmation warning message appears before anything is mistakenly deleted.Acclivity also offers a multi-user version of the application that allows all of your users to access your file simultaneously, whether they are working on a PC or a Mac, and the program’s security features allow you to put limits on the information users can access.ĪccountEdge Pro also allows you to do business using multiple currencies and exchange rates and create custom inventory items that consist of a number of other items in your inventory. Filter by Customer/Lead Since depending on the Card Type selected.Īdvanced Filtering - Use advanced filters to search the Bank Register and the Sales Register.Īuto-populate - Auto-populate your Customer Since and Lead Since date. New Fields & Filters - The Card Summary and Card Detail Report include custom fields for Customer/Lead Since, Lead Status and Lead Source. 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. Search by Card - The Bank Register lets you search by Card in order to see all bank transactions associated with a customer.įull Service Payroll - Our online payroll service includes a new design to make payroll data entry, processing and reporting easier and faster with less steps. A new Multi-Year Spreadsheet report displays year-over-year comparisons in columns. Historical Reports - Start building seven years of Profit and Loss reports and Balance Sheets. Purge Quotes - 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 Check - Void any kind of check and mark it as reconciled. Along the way we've tweaked the fonts and layout of many other windows.Ĭreate Copy - Create a template based on an existing sale or quote with the details from the original by choosing "Create Copy." They are resizable and much easier to read. New Look And Feel - We've updated the look of the Sales window to streamline our most important data entry screens. ![]() 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. Lead Tracking -You can create and track leads. ![]() Get Paid Online - Web Pay lets you email invoices and statements containing a payment link, allowing customers to pay you online.
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