Enter invoices, orders, and quotes
Employees and contractors can enter sales and track time and activities from a web browser, without needing to provide access to AccountEdge desktop.
Introducing Web Pay
Make it easy for your clients and customers to pay you with Web Pay. Email your invoices with a link to pay online embedded in your emailed invoices.
Complete tasks from anywhere
Remote employees and contractors can use a browser to access AccountEdge Cloud in order to complete business tasks as they happen.
Sync Cloud directly with AccountEdge Pro without using Dropbox. Transactions and changes made in Cloud are automatically uploaded, and synced when you open Pro.
More new Cloud features
AccountEdge Cloud includes more new features and enhancements, like the ability to convert quotes to orders to invoices, or send inventory levels to AccountEdge Pro. Learn about the new features and enhancements in AccountEdge Cloud.
Create Activity Slips/Timesheets
If you bill for time, you can track all time worked on jobs with both billable and non-billable activity slips. You can also optionally assign wage categories for employee payroll.
Access from any computer or device
Cloud-based data entry for employees and contractors. Use a web browser on any device, like Android, Windows or Apple phones or tablets.
Multiple Currency Support
Get the latest exchange rates online with AccountEdge Cloud. Sync those rates with AccountEdge desktop so you're always working with the latest exchange rates.
New in AccountEdge Cloud
You will need to be using v2016 with the latest updates installed in order to use the following new features.
You can now enter your expenses, checks written, credit card purchases, cash spent, etc. using Spend Money just like you can in AccountEdge Pro. Choose a bank or credit card account and allocate amounts across expenses. You can also apply jobs to each line of the transaction.
AccountEdge Cloud now supports the creation of Purchase Orders, Quotes and Bills. Create item purchases or Inventory orders, or create orders and purchases for services, or pay bills, etc. You can also convert quotes to PO's to bills. While creating bills, you'll be able to apply a payment using Paid Today as you can do in AccountEdge Pro.
The new Purchases Register displays all of your purchases including Spend Money transactions, Bills, PO's, Quotes and Open Payables. Payables created in AccountEdge Pro are synced to AccountEdge Cloud. These open payables are in summary only and do not include Bill details.
AccountEdge Cloud syncs your open payables so you can now see how much is owed to Vendors. Use the Purchases Register to find any open payables for a vendor or find them by viewing a vendor’s contact record. You can also apply a payment against an open payable synced up from AccountEdge Pro, or a bill created in AccountEdge Cloud.
Paid Today Changes in Sales and Purchases
When using Paid Today on a sale or a purchase, you can now choose which account you are receiving funds into or which bank account is to be used when making a payment. You can also create a memo to go with the transaction that will be created as well as set the transaction ID.
Transaction IDs for Receive Payment and Pay Bills
When making payments, you will be able to set up default transaction ID numbers per bank and credit card account. For example, you might want to set your Checking Account's next transaction ID/check # to be AC000101, or you might want to let AccountEdge Pro assign the transaction ID # when it is synced.
Professional Sales Layout
AccountEdge Cloud now supports creating and syncing the Professional Sale Layout. With this sale type you can apply a date to each of the lines on a sale.
When using filters in the registers, after you click to view a transaction, if you return to the register, your filters will still be applied until you clear them or leave the register.
On sales and purchases you can now add a Promised Date just as you can in AccountEdge Pro.
Manually Activate a Web Pay User
You now have the ability to manually activate a Web Pay user where that user's activation email has gone to spam or was not delivered. Simply click Activate on the customer’s record and the customer will then be able to log in using the password they created.
You'll also notice that not only can you resend an Invite from a customer record, but once activated you can click a Deactivate button to deactivate the customer's Web Pay account.
Customer Since and Lead Since Auto-Populated
When creating a customer or lead, AccountEdge Cloud will pre-populate the Customer or Lead Since fields. For records synced from AccountEdge Pro that do not contain dates, these fields will remain empty but allowing you to add a date if needed.
Creating a Sale from a Customer or Lead Record
While viewing a customer or lead in the Contacts list you will be able to create a transaction and have AccountEdge Cloud pre-populate the customer name field and other Sales defaults when using Add Transaction.
- 1 user2
- up to 5 users
- up to 10 users
- Extra Large
- up to 50 users
Manage your small business online.
- 1AccountEdge Cloud is a subscription-based, add-on service for AccountEdge desktop. Requires AccountEdge 2014 or later.
- 2The number of users refers to the number of people who will use AccountEdge Cloud, such as employees or contractors.