New in Basic v8
Watch a video on new features and enhancements in AccountEdge Basic version 8, or read about what's new below.
What's new in AccountEdge Basic
Save Custom Notes on Sales
The Notes that you add to Sales can now be saved for future use, and optionally printed on your forms. For example, if you add standard language like Terms and Conditions to many transactions, just add the Notes field to your custom forms to have these notes on your printed or PDF sales and purchases.
Date Filtering on Registers
The Register windows, including the Sales Register, Bank Register, Transaction Journal and more, have new date filtering options including Month to Date, Year to Date, This Quarter, This Month, Last Month, This Quarter, Next Quarter, This Year, Last Year or Customer Year.
Easy Access to Credit Limit and Hold Option
Click the new drill down arrow next to a customer’s credit limit to view and edit the Credit Limit, Available Credit and Past Due Amount, and change the Credit Hold status.
This is your go-to feature for creating multiple invoices on a schedule to be automatically recorded in bulk. These sales can be identical across customers or may contain services or items that vary in amount or quantity by month. AccountEdge Connect makes it easy to create and manage your recurring invoices with a Recurring Sales window that displays all of your recurring sales by customer, along with their items and quantities.
From this single window, you can view your invoices, make changes, approve them all at once or one at a time, record them all and, optionally, automatically email them. Item quantities can be memorized when amounts are typically the same each month, or variable, when you easily adjust amounts prior to processing your invoices, as appropriate. Of course you also have the option to include a Pay Now button using Web Pay or receive customer payments manually.
Process Credit Cards in Bulk
Easily process credit cards in bulk using AccountEdge Connect. From the new Bulk Payments window, view all open receivables and invoices (from desktop or Connect) and manage all aspects of bulk processing. No more authorizing each credit card payment one by one by one. Save hours by Approving All payments, then hitting a single button to process all payments. Send bulk email payment confirmations and handle the inevitable failed payments or expiring credit cards with bulk email capabilities as well. You can update credit cards yourself, or your customers can update their own credit cards through the Customer Portal.
The Customer Portal is a web site where your customers can log in to view their open receivables, make credit card payments against open sales, update their credit card information, view online payment history, and if you allow, apply available credits to open invoices. If you have an AccountEdge Merchant Account, your customers can pay you online in the customizable Portal. Otherwise, they can view their open receivables.
Web Pay Statements
Send Statements from AccountEdge Pro with an optional Pay Now link in the email and on your custom statement form. Use a Web Pay Statement with a URL to the Customer Portal, directing your customer to pay you online. They can then either log in or create an account to continue using the Customer Portal.
Filter Statements by Overdue
When on the Print/Email Statements window, you can select only customers who have an overdue amount, and email or print statements for this group.
Creating and Syncing Applied Credits
Credits can be created in either AccountEdge or AccountEdge Connect. They will all appear in AccountEdge Connect. You can now apply the credit to an open receivable within AccountEdge Connect as well. The Applied Credit transaction will sync down to your company file.
Find Deposit Transaction From a Receive Payment
Use the new drill down arrow on Receive Payment, Receive Money or Refund Transaction to go directly to its original Prepare Bank Deposit transaction.
Sortable Columns on Prepare Bank Deposit
Sort the Transaction ID, Date, Memo, Payment Method and Amount columns on the Prepare Bank Deposit window to quickly find and select receipts to deposit.
Sortable and Scaleable Columns on Customer Payments Window
The Receive Payments window features sortable columns – including Invoice #, Status, Date, Amount, etc. – to make it easier to find an invoice to pay. Windows resize for wider columns showing fuller content.
Pre-filled Payment Amounts
While viewing an open sale or purchase, select the Receive Payment or Pay Bill option to open transaction windows with the amount pre-filled and applied to the sale or purchase # you are viewing.
Sales Tax Rate Out to 5 Decimals
Sales Tax Rates can be set to 5 decimals to support states that are implementing longer sales tax rates.