![]() For those that desire online connectivity, AccountEdge Connect (formerly AccountEdge Cloud) allows users to perform tasks such as entering sales, recording purchases and bills, creating invoices, and spending and receiving money without having the application installed on their computer. The optional Web Pay feature provides a payment link in all emailed invoices where customers can pay online, though a merchant account is required. Both electronic payment and online payment acceptance is supported in AccountEdge. Cloud Capability 5 StarsĪccountEdge allows users to download all banking and credit card statements directly into the application for easy account reconciliation. The Actions tab, at the bottom of the list display, allows users to perform a number of specific actions, including the ability to create a reminder or create a custom letter, as well as send an email. Balances are also displayed on the Cards List, and users can also add personal contacts as well. The Card File module in AccountEdge offers solid customer and vendor management capability, tracking both in an easy to use database that also includes information such as type, which can include employee, vendor, customer, or lead. Those running payroll will also need to subscribe to the Payroll Tax Service, or simply use AccountEdge’s optional Payroll Service. AccountEdge also offers a payroll module, which uses the Easy Payroll Setup Assistant to streamline the payroll setup process. Both the Sales and the Purchases modules support recurring transactions. The Sales module allows users to print and email customer invoices and statements, process sales commissions, and apply payments received. The product also supports multiple sales tax rates, including Canadian payroll and GST calculations. The Sales module processes both standard sales transactions as well as web orders, with AccountEdge integrating with Shopify for easy tracking of all online sales. Payment notifications can also be processed, with the ability to email them as desired. ![]() The Purchases module handles both purchase order creation and AP management, with users able to easily enter a purchase, and later pay bills accordingly, with both standard print check runs and electronic payments supported. Budgeting capability is good in the application, with users able to create a budget for all existing accounts, update budgeted amounts for specific periods or copy budgeted totals from a prior year when setting up the current year’s budget. Users can also opt to import a current chart of accounts from another company file, or create a new one from scratch. Core Accounting Capabilities: 4.75 StarsĪccountEdge includes numerous charts of accounts templates, with users able to choose the correct template during the setup process. Users can easily move inventory between warehouses, and view a detailed history for each inventory item. AccountEdge also includes solid inventory management capability that supports item builds, and can manage inventory from multiple locations. An activity log is also available that displays all time recorded, including date, start and stop time, and any notes for that particular activity. The Time Billing feature is useful for businesses that want to record time or an activity slip for work completed for clients, and allows users to attach a specific rate to a function or an employee, with activity designated as chargeable or non-chargeable. All recently accessed work flow areas are also listed to the right of the screen for quick future access. The latest version of AccountEdge has numerous enhancements and updates including the addition of a searchable accounts list, the ability to view all tracked time for a job, the option for customers to pay online invoices directly without creating a Web Pay account, a faster network edition of the product, and the ability to email invoices, payment receipts, purchase orders and statements to recipients.ĪccountEdge features a drop-down menu at the top of the screen, along with a movable navigation screen that offers access to system modules such as Accounts, Banking, Sales, Time Billing, Purchases, Payroll, Inventory, and Card File, with complete work flow options displayed for each module. Designed as an on-premise application, AccountEdge also offers AccountEdge Connect, a remote access add-on along with a mobile app for iOS devices.ĪccountEdge is available in two versions Basic and Pro and works with both Windows and Mac OS x operating systems. in 2018, AccountEdge continues to offer affordably priced accounting software to small businesses. From the July 2019 reviews of small business accounting systems.
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