Lead Tracking -You can create and track leads. Convert leads to customers and track their status as well as the source of the lead. New reports show how long it took to convert leads and more.
New Look And Feel - We've updated the look of the Sales window to streamline our most important data entry screens. They are resizable and much easier to read. Along the way we've tweaked the fonts and layout of many other windows.
Create Copy - Create a template based on an existing sale or quote with the details from the original by choosing "Create Copy."
Void Check - Void any kind of check and mark it as reconciled. Transaction journals and recaps will show the transaction as void. The memo field is updated on each transaction.
Purge Quotes - Purge quotes and lead records that didn't convert to sales and are no longer needed.
Historical Reports - Start building seven years of Profit and Loss reports and Balance Sheets. A new Multi-Year Spreadsheet report displays year-over-year comparisons in columns.
Search by Card - The Bank Register lets you search by Card in order to see all bank transactions associated with a customer.
Full Service Payroll - Our online payroll service includes a new design to make payroll data entry, processing and reporting easier and faster with less steps.
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.
New Fields & Filters - The Card Summary and Card Detail Report include custom fields for Customer/Lead Since, Lead Status and Lead Source. Filter by Customer/Lead Since depending on the Card Type selected.
Advanced Filtering - Use advanced filters to search the Bank Register and the Sales Register.
Auto-populate - Auto-populate your Customer Since and Lead Since date. 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.
Filter 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.
Back and Next - Use new back and next arrows on the Sales window to flip through your transactions.
Delete Warning - A confirmation warning message appears before anything is mistakenly deleted.
Shop your favorite products and we’ll find the best deal with a single click. Designed to make shopping easier.