Small business accounting for Mac.
New command center
AccountEdge’s command center has been redesigned with an emphasis on usability and modernity. While retaining the familiar flow chart layout, the new Side Bar and additional menus, Sync and Lists, make it easier to read and navigate your company file. Watch a video on AccountEdge's new command center.
Side bar
Get where you’re going quick with the Side Bar, new in the command center. The Side Bar lets you get to recently visited places in AccountEdge. Create a Favorites list for one-click access to your most used windows. Get answers to questions fast with the links in the Help Center.
New welcome window
The welcome window that opens when you launch AccountEdge has been redesigned with new features added for ease of use. You can access company file maintenance without having to open the company file, and navigate to support tools directly. The new RSS feed gives up-to-the-minute news on product updates and new releases. Watch a video on the features associated with the welcome window.
Restore company file
Restore a company file without having to open it in AccountEdge first. Use the new Company File Maintenance drop-down menu in the welcome window to restore your company file. Once restored, you will be alerted to the file’s name and location.
Click image to open screenshotTrack your mileage
Whether you depreciate your vehicle, reimburse for mileage, or bill your clients for miles driven, you can use AccountEdge to track your mileage. Add your vehicles to the vehicle list, then enter the starting and ending readings of your odometer.
You can track the date, note the vehicle used, keep trip notes, apply mileage to a specific job, and add mileage to customer invoices when billing with reimbursable expenses. When the IRS changes mileage rates, you can update the rates in AccountEdge with an effective date. New mileage log reports track the mileage your writing off, depreciating, or billing for.
Watch a video on AccountEdge's mileage tracking features.
Multiple billing rates
Create a matrix of billing rates, by activity, employee, and customer, so that you can charge different rates for the same activity. For example, you can use custom billing rates to set up rate schedules based on employee seniority. Bill a senior partner out at $400/hour, and a junior partner out at $200/hour for the same type of activity.
Or, you can set up your billing rates to work with a preferred customer program, charging preferred customers a different rate than customers who aren’t part of the program. Watch a video on billing rate levels in AccountEdge.
Streamline your invoicing
Do you send multiple invoices to a single customer every month? Use the new Statements with Invoice Details to send a single monthly statement that includes the detail of each invoice. An item statement will show each item with cost, and a service or professional will show each description with cost. See it in action.
New billing statement invoice type
Make it easier for your customers to see where they stand with AccountEdge’s new billing statement invoice. Four new invoices include statement details like current and ending balance and an invoice aging statement. Overdue invoices are aged as of the print date of the invoice.
You can add fields to your existing invoices, like a customer’s Aged Receivables, Total Balance, and Current Amounts. Or, use one of the new custom invoices included with AccountEdge. Watch a video about statement invoices.
New custom invoice and statement templates
AccountEdge 2012 adds over a dozen new invoice and statement templates, including a new remittance invoice and statement with a tear-off remittance area. Just drop your logo and company name onto the form and you’re ready to go. Watch a video about custom sales and statement templates.
Longer statement descriptions
The description fields on statements now wrap and show the entire text from memo fields.
Expanded amount in English on checks
We’ve improved how AccountEdge prints checks, with amounts over $100,000 written out in English, rather than numerically.
Updated Start a New Year assistants
The Start a New Fiscal Year and Start a New Payroll Year assistants have new, easier to read layouts for better usability. You can also choose to retain or purge prior year Progress Billing information.
Over 50 new fields available for sales report customization
There are 51 new fields you can add across all sales reports for more precise customization.
- New fields on Analyze Sales reports
- Average days to pay
- Last sale date
- Highest A/R balance
- Highest invoice amount
- Other new fields on various reports
- Salesperson
- Memo
- Amount Paid on Customer Summary report
- Profit Margin on Item Detail report
You can include your Custom Fields and Lists for sales on relevant sales reports. Read the full list, or watch a video on the new fields on sales reports.
Weight fields on invoices and packing slips
Break down items by weight on invoices and packing slips. Add both the individual and extended weight of an item as a line on an invoice or packing slip. You can also add the total weight for the entire sale. Watch a video on weight fields.
Click image to open screenshotWeb order number flows to sales order, invoice
Enstore users: sales made on the web and synced to AccountEdge will include Enstore’s web order number on your AccountEdge sales orders and invoices. This lets you pair up Enstore sales with AccountEdge sales orders, and also helps to differentiate orders that occurred on the web from those manually entered in AccountEdge.
Single-click: activity slips to invoice
The new create invoice button on activity slips quickly turns billable time into an invoice. See it in action.
Activity slip security preferences
Lock down your activity slips so that your employees and/or sub-contractors can only enter their time. Hide billing rates, ability to select billing levels, and time and rate adjustments by User ID. Watch a video on activity slip security preferences.
100 custom business templates
The New Company File Assistant helps you get your company file up and running in minutes. Choose from one of 100 editable business templates to start with a Chart of Accounts that matches your business, or create your own from scratch. Screenshot.
Get help right from AccountEdge
The Help menu gives you the choice of going to our website for help or searching the help files included in AccountEdge. Learn the basics of accounting with our Accounting 101 Guide, and use AccountEdge's assistants to help you create your company file, set up preferences, and enter opening balances.
Online manuals
The User Guide and Getting Started Guide are accessible from the Help menu. Of course, you can always seek help from the support section of this website.
AccountEdge Mobile
Manage your business anywhere you go with AccountEdge Mobile. Tap to record sales and activity slips, enter expenses and contacts, and sync it all with your desktop version of AccountEdge. Learn more.
Time Tracker
Give your employees and subcontractors the ability to enter time sheets and activity slips and apply time to jobs and payroll on the web, anywhere with an internet connection, without giving them access to your entire accounting system. Time Tracker is a subscription-based service, integrated with AccountEdge.
Keep your information secure
The Company Data Auditor found in the Accounts command center lets you keep your important financial information in top condition. Use it to learn important information on your company file like size and location, troubleshoot problem areas such as imbalances in your receivables, and review changes made to the company file (and learn who made the changes).
Quickly find your file
Open the Company Data Auditor and click the magnifying glass icon next to the Application Locator or File Location fields and a new Finder window will open, bringing you to the location of your AccountEdge application or company file. Screenshot.
Easy import/export
Use auto-match to import files with header records in any order with simple one-click matching to speed the process.
Business Insights
Business Insights calculates important financial ratios, providing current information about profits, turnover, and operating balances.
Budget for 2 years
Budgets can be entered from a single window that displays all balance sheet accounts together on a single window and all profit and loss accounts on another. Shortcuts allow for the current year budget to be copied into next years budget so that only minor alterations have to be made, rather than spending time starting on a fresh budget screen.
100 custom business templates
The New Company File Assistant helps you get your company file up and running in minutes. Choose from one of 100 editable business templates to start with a Chart of Accounts that matches your business, or create your own from scratch.
Bank on AccountEdge
The banking command center lets you write and record checks, prepare bank deposits, print receipts, and reconcile your accounts. Use it to see all your important banking information at a glance, including your running balance and all transactions within a specified date range.
Print checks
Easily print a batch of checks or use the Advanced Filters option to find and reprint a check or change payment details. Use customized check forms or purchase preprinted checks that are designed by our forms professionals. Screenshot.
Reconciled date on account history report
Keep track of when your banking accounts were last reconciled with the Reconciled Date field on the Account History report.
Undo reconcile accounts
Already imported and reconciled your online statement, but you made a mistake? Undo reconciliation lets you go back as far as you need to go to fix the error. Screenshot.
Make electronic payments
By signing up for Business Services, you can pay vendors electronically with our Vendor Payments service and make electronic deposits of your employees' paychecks with our Direct Deposit service.
Import online bank statements
Import your online bank statements into the bank register to reconcile your accounts easily with the Get Statement button. AccountEdge supports most online statement formats, including OFX, QIF, QFX, and OFC. Your transactions will be automatically matched to those already entered.
Sell your products, online
Enstore is a web store that allows you to sell your products online. Hosted and affordable, it is simple to set up, and comes with several beautiful store templates. Manage your products in AccountEdge, adding pictures and descriptions. Then sync with Enstore and you are ready to sell, online. Screenshot. Learn more.
Quote to order to invoice
AccountEdge's sales command center covers the entire sales process: prepare a quote for a customer, then turn it into a work order with one click. One more click turns the order into an invoice, which can be customized and then emailed or printed for delivery. Screenshot.
Creative forms designer
Design your own forms with the creative forms designer. Pick the layout that's right for your business: service, item, professional or time billing. Then choose from a list of form fields and design options to create invoices, statements, and other forms that reflect the style and professionalism of your business.
Find your profits on a sale, as you make it
Quickly learn the profitability of a sale with the Show Profit Analysis button. It shows gross profit, margin, and cost of each item you are selling and for the entire invoice. Change the price per unit to see how it affects your margin and profitability. You can show profit analysis from an order, quote, or an invoice. See it in action.
Email or print forms
Create a quote, invoice or statement, then use the Print/Email Statements or Invoices options to have a physical copy to provide your customer or an electronic copy to send to them, saving both time and postage. Screenshot.
Progress billing
Contractors, architects, engineering firms, and others that bill by project or job can now bill as work is completed. Bill by percentage of the total quote, percentage of each line item, quantity, rate, and more and AccountEdge will manage the invoicing of the entire project from start to finish. You can even bill in excess of 100% of the original quote for overages, change orders, and expenses.
Track your income with 50 sales reports
AccountEdge includes 50 sales-related reports to help you analyze your businesses income. Reports are customizable, can be exported to Excel, HTML, viewed on-screen, emailed, or exported as a text file, and added to your reports menu for quick access. Screenshot.
Retainers
Lawyers, graphic designers, and others that need to manage retainers can create and maintain retainers the way they want to. Set up and manage retainers in AccountEdge, keep a minimum retainer balance, and add expenses to a retainer to pay bills on behalf of clients. Request replenishment, receive payments, and print custom retainer statements with a single click. Watch a video on Retainers in AccountEdge.
Job tracking
Jobs allow the user to keep accurate and detailed records of projects – with jobs you can link to specific customers, track reimbursable expenses, and analyze profit and loss for a job. Screenshot.
Track and bill your time
Track and bill your time with the Time Billing command center, using multiple billing rates, tracking chargeable and non-chargeable time, and billing in hours, increments of hours, or units.
Track and report on time
Time billing in AccountEdge is integrated with your Payroll, so you can send all of your employees' time tracked directly to the Process Payroll Assistant. You can also track all aspects of time captured with 15 Time Billing reports. AccountEdge includes productivity reports that compare time tracked to time billed and alert you to rate exceptions.
Enter timesheets
Employee time tracked with timesheets flows to invoicing, job tracking, and payroll. Using timesheets, you can quickly calculate employee pay, and you can also create activity slips based on timesheet entries. Screenshot.
More choice for activity slip entry
When creating an activity slip, choose the activity, customer, or employee billing rate. Manually enter time onto a slip directly, or make use of the integrated timer. Create slips individually, or create them on a timesheet or even directly on an invoice. When creating invoices, you can include the standard brief description or the detailed notes from your activity slip. Screenshot.
Flexible setup of activities
Set billing rates on your contact cards, allowing for multiple billing rates: customer, employee, or activity. You can also make activities hourly or non-hourly, and chargeable or non-chargeable, all when creating an activity slip to track time spent on a task.
Manage your accounts payable
Use the Purchases command center to keep track of purchases and payables, automatically calculate taxes and volume discounts, easily enter returns or adjustments on - or apply refunds and payments against - purchase orders. You can pay bills electronically using Vendor Payments, or print out fully customized checks and then send your vendor a payment notification.
Create an invoice from a purchase
If you regularly incur expenses on behalf of your customers, kill two birds with one stone by recording a purchase for the original cost of the expense, and then automatically creating an invoice to bill your customer’s retainer account.
Print 1099 and 1096 forms
Set up a vendor and choose to report payments to a 1099, and at the end of a year, AccountEdge automatically calculates the amount(s) to be shown on the 1099 forms and under which categories the amount(s) should fall. Screenshot.
Print/Email payment notifications
Use the Print/Email Payment Notifications feature to send your vendors a statement showing that you are sending payment for a purchase order or group of purchase orders. If there is a dispute as to when a payment was sent and for what items or services the payment covers, a payment notification is a quick, easy way to help resolve the issue. Screenshot.
Make payments to vendors
Use the Open Bills tab of the purchases register to find out which vendors you owe, and then open the pay bills window to write checks against your open bills. When you fill in the vendor field, you can choose which bills to pay and exactly how much to pay for a given vendor right in the pay bills window. Once you record the check, click Print Checks to choose which checks to print, and then email your vendors payment notifications to let them know their payment is on the way. Screenshot.
Process Payroll Assistant
The Process Payroll Assistant streamlines payroll as it walks you through the payroll process. Set up your payroll with automatic income, deductions, accruals, and expense tracking. You can set your employee pay rates as hourly, salary, or commission with the Payroll Easy Setup Assistant. Edit paychecks directly from the assistant, then record and process. Deliver pay stubs by email, or print them out.
Vacation and sick leave tracking
Set up AccountEdge to automatically accrue vacation and sick time, and then deduct that time as it’s used to provide your employees with a running total of available time off. Use the Accrual Balance reports to provide a quick overview of time used and time remaining and add notes within the Leave Tracking Information module to further define what the time was used for.
Enter timesheets
AccountEdge's timesheets look and function like paper timesheets, tracking an employee's hours worked, vacation and sick leave taken. If you use Time Billing, you can also create activity slips based on timesheet entries. Screenshot.
DIY...
Do it yourself. AccountEdge’s Payroll command center gives you the tools you need, from timesheets to W2 forms. Add on support for payroll tax updates, eFile Service, and Payroll Forms Service, and you’re in total control of your payroll. Screenshot. Additional fees may apply.
...or Don't
Full Service Payroll is an integrated, online payroll processing service that lets you save time, save money, and stay in control. Outsource your payroll to Full Service Payroll and let someone else do the work. Additional fees may apply.
Prior year reporting of payroll info
No one likes having to dig for old data. AccountEdge lets you store payroll information from prior years so that you don't have to restore from a backup.
Manage your inventory
AccountEdge’s powerful Inventory command center allows for total inventory control: multiple pricing levels, kit-building and negative inventory. Receive inventory into multiple locations, whether it’s different shelves in a warehouse or different warehouses altogether. You can even keep a digital photo of each item for easy reference. Screenshot.
The Items Register
Open the Items Register and get a picture of your inventory: where it came from, where it is, and where it is going. The Items Register lets you check your inventory levels, build items, and adjust inventory. Screenshot.
The Items List
The Items List gives you total control of your items: add descriptions, locations, and a photo of each item. Screenshot.
Receiving inventory
When a shipment of inventory arrives, not all of the goods always come in at once. AccountEdge lets you place an order, receive inventory against the order, track what inventory is still outstanding to be received, and create a bill for the outstanding goods, all while maintaining a connection with the original purchase order.
Buying details
Track buying details for your items like standard cost, last purchase price, and units of measure when purchasing. You can link a primary vendor to each item for reorders, and a minimum level before you want an alert to tell you to restock.
Selling details
Create selling details, including base selling price, selling units of measure, and 6 pricing levels with 5 quantity breaks each for a total of 30 different selling prices for each of your items.
Count inventory
Open Count Inventory from the command center to quickly adjust the quantities of your items so they match the actual quantities in stock. If you use locations, you can group your inventory list by item or by location. Screenshot.
More ways to track information about your items
Enstore brings a wealth of new item details you can keep, whether you have a web store or not. Track the weight of an item in pounds or kilograms, and associate a brand with an item. Attach up to three images to an item, which can be synced with your web store. User definable tags help to further organize your items. See it in action.
Inventory locations
Whether inventory items are organized by bin, on shelves, or in different warehouses, you can find out how many you have and where they are by location. Use the Move Items window to shift your inventory from place to place, and even build reports sorted by location to learn sales, purchase prices, and more. Screenshot.
Build kits
AccountEdge automates the build process, making it easy to combine multiple items and build them into a finished item with Auto-build. You can set minimum levels so that when an item necessary for building another starts running low, you will be given an alert that you need to replenish that item. Screenshot.
Enhanced search of the items list
AccountEdge comes with an enhanced search that lets you search by a number of fields. For example, choose to search by Item Name and only items that contain the keyword you use will show up, saving you the pain of the old search and scroll technique.
Contact management
Track important customer, employee, and vendor information and sync with Mac OS X Address Book. Keep contact information, employee details, selling details, jobs, and even add pictures. View maps and get turn-by-turn directions to meet with your customers and vendors with Google MapsTM integration. Screenshot.
Contact cards
Use cards to track information on your customers, employees, vendors, and personal contacts. Cards hold a tremendous amount of information, including a billing address and five ship-to addresses, each with three phone numbers, an email address, web address, and fax number. You can attach a picture to each card, and sync your entire card file with Mac OS X Address Book. Screenshot.
Daylite AccountEdge Connector
Use AccountEdge to run your small business. Use Daylite to elegantly manage customer relations with shared estimates and contact management. Learn more.
Reminder log
You can create reminders using AccountEdge's Reminder Log, and then display them by customer card. Remind yourself to follow up with a customer on a sales call by creating a reminder. Then sync your reminders with iCal's To Do list. Screenshot.
Create personalized letters
Form letters are a great way to get your point across, whether it be advertising, collections or just a thank you note. Use the Create Personalized Letters feature to easily send the same letter to one, or many contacts on your list and let AccountEdge fill in their name, address and other information automatically.
Identifiers and custom lists & fields
Use identifiers and customs lists & fields to define your customers, employees, vendors and personal contacts and easily sort through them when running reports or creating letters. Identify a group of customers who have been loyal to your company for a long period of time, then send a letter to those customers simply by choosing that identifier when creating the letter. Screenshot.
Add-Ons
Checkout Point of Sale
Checkout. The powerful,
easy and
affordable point
of sale software
for the Mac.
Learn More
Time Tracker
A seamless way for employees and subcontractors to submit
activity slips and
timesheets from
anywhere with internet.
Learn More
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