#Accountedge basic v5 for sale pro#
Though AccountEdge Pro is an on-premise application, it includes excellent bank connectivity, allowing users to download all banking and credit card statements into the application.
The cards also offer an Actions tab at the bottom which allows users to perform specific actions such as creating reminders for a past due account or sending a letter to a customer. Balances can also be displayed on each card, which helps track both vendor expenses and customer balances. Cards are available for leads, customers, vendors, employees, and personal, with each card able to track information such as buying or selling details, payment details, jobs, history, or any other personal information that needs to be tracked. The Card File feature in AccountEdge Pro allows users to manage all customer and vendor related activity from a single location. Users who choose to use the payroll module will need to subscribe to the Payroll Tax Service, or utilize the full-service option. AccountEdge Pro also includes a complete payroll module that uses a payroll assistant to streamline the entire setup process. The Purchases module also handles AP management, so users can create a purchase and pay the bill when due, with payment options including standard check runs and online payment options. AccountEdge Pro supports multiple tax rates, including Canadian payroll and GST calculations and the Purchase Order module allows users to easily create a purchase order, with the ability to track both open and closed purchase orders. Recurring invoices are also supported in the application. Users can easily record customer payments to a single invoice or apply payment to multiple invoices, and those who use retainers will appreciate the automatic updating of account balances after any client transaction or payment. For those who operate an online store, AccountEdge Pro syncs with Shopify for easy management of online orders. The Sales module allows users to create a quote for a customer, process both sales orders and invoices, and track time for accurate client billing. AccountEdge Pro also includes excellent budgeting capability, with users able to create a separate budget for all existing accounting, create period-specific budgets and copy previous year budget numbers when creating a new budget. An option to import a current chart of accounts is also offered, as is the option to create a chart of accounts from scratch. Users can also access reports, search for a particular item, sync the application, and access lists from this screen as well.Ī To-Do list can be accessed from the main screen and access to the card file allows users to create a variety of card types for customers, vendors, employees, leads, and any other category needed.ĪccountEdge includes more than 100 chart of account templates to choose from during the setup process. To the right of the screen is a list of recent activity as well as links to favorites along with easy access to the AccountEdge Help Center. Choosing a feature icon will display the features found in the module chosen. The latest version of AccountEdge offers both tax and reporting updates along with the option to mass-email customer statements using AccountEdge Connect, which is designed to offer online access to the on-premise application.ĪccountEdge Pro includes an intuitive user interface that provides a list of features in the menu bar at the top of the page. Scalable, AccountEdge Pro offers flexible deployment options including on-premise deployment, the option to host on-premise applications remotely, as well as two products that offer cloud accessibility. From the 2020 reviews of small business accounting systems.ĪccountEdge Pro is a good fit for small to mid-sized businesses as well as growing businesses.
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