If it was 10 years ago I could see why this wouldn't be a feature but its 2021 folks and this should be able to be done at this point. There is no way to export data to a banking website for things like Bank of America's positive pay. With that being said they only talk to each other with a manual "sync" each time you want them to update the other. The billing system, if you want to give your customers the ability to be sent their month invoices and make payments, actually resides in another product, Account Edge Connect not in the base Account Edge. There is not mass way to remove and customer/vendor profiles. We recently did an import of our data from the old owners to the new owners and it took the developers some serious time to get that figured our and fixed even after we were told it was not that difficult of a process by support. Accounts receivable and the vendor/customer input needs some serious updating. There are some bigger issues that I am not a fan of with AccountEdge and in my 26 plus years of doing accounting I can say there are some poorer products but there are a lot of much better ones as well. Manage your data easily with easy imports and exports, on-screen analysis, hundreds of software reports, and PowerBI exports to gain further insights into your operations. Create custom billing rates and track time for your employees using time sheets or activity slips. Selling time and tracking work in progress is critical if your work is project or job-based. Keep all their details in one place for easier use in your sales, purchases, and marketing activities. Maintain your general ledger and budgets, create financial reports to help you monitor your business, and make informed decisions.Ĭontact management helps you maintain good relations with leads, customers, vendors, and employees. Your chart of accounts is at the core of your financial reporting. Inventory tracking helps you manage your items and services and track their stock by location to ensure you have enough products on hand or on order to help fulfill customer requirements. With our optional payroll service, you'll always be on the latest payroll tax tables for accurate processing. Your employees are your most important asset, and maintaining compliance by tracking their pay, accruals, and expenses is critical to your business. With integrated bank feeds and auto-match, reconciling your accounts is a breeze. AccountEdge enables you to manage your vendors, payments, and recurring transactions.īanking helps you manage money in and out in as much detail as you want. Managing purchases and expenses helps you track your inventory and overhead costs. Create and send customer invoices for products, services, or time and track payment status on open sales. Sales are a critical component of your business. Its feature set is built to allow users to handle every aspect of their business, including accounting, integrated payroll, sales and purchases, contact management, inventory tracking, time billing, and more. With AccountEdge, business owners can organize, process, and report on their financial information so they can focus on their business. AccountEdge is a powerful, easy-to-use, small-businessĪccounting software for the Mac and Windows desktop.
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