New Features in AccountEdge Basic v7
Display Name and Item Number
Display the item name and number at the top of the item information window.
Scalable/Sortable Windows (Win. only)
The following windows are scalable so that the columns will increase in width for viewing more information: Find Transactions, Bank Register, Sales Register, Reconcile, To Do List, Cards List, and Items List. Clicking the column header will also sort the columns of these windows.
New Scalable Windows
Scaling windows will enlarge the columns, enabling you to see longer item names and numbers. The Jobs Detail and Transaction Journal windows are resizable and scalable.
New Jobs Window
A new job information window includes new custom fields and lists, and more space for the job description.
Jobs With Linked Customers
When creating a sale to a customer that has a single Job associated with it, the Job Number will automatically be assigned to each line of a transaction, which can be removed or overwritten.
Jobs List Detail Report
A new jobs list detail report prints out all of the details of a job including the new customer fields and lists, job status, job notes and more.
Job Custom Lists and Fields
Your jobs now have 3 custom fields and custom lists that can be used for a variety of things. You might create a list specifically for job type to help differentiate between your jobs. These lists and fields are available on reports as well as being used for filters. You'll be able to name the field and custom list labels so they display next to the field on the job information window.
Job Transactions Summary Report
The new Jobs Transactions Summary report provides a list of transactions, including quotes and orders, associated with selected jobs. Filter on transaction type and sale status.
Search for Jobs
Search for Jobs by number, name and linked customer from the Jobs List window.
A new option to purge jobs is helpful for removing unused, older jobs from a large list. When purging jobs, the selected job will be deleted and removed from all transactions.
Find Account by Name or Number
When selecting an account on transactions, you can now search by Account Name or Account Number and use Starts With/Contains filters.
Searchable Accounts List
The Accounts List window is also searchable. You can search for an account by name or number as well as Starts With/Contains filters.
Search by Contact
You can now search by Contact on the Cards List and also from the Search From List on transactions, making it easier to identify an unknown or forgotten company name when you know the contact’s name.
Other New Features
One Click Email
Click the new email icon on the Contact Card to more quickly create an email.
The date fields now have a calendar for faster selection of your dates.
A Paid Stamp is now a custom field on your Sales forms and will appear on printed and PDF Sales forms, positioned where you like. This helps to avoid confusion when re-sending a copy of a paid invoice to a client, for example.
Faster Bank Register
The Bank Register loads and sorts faster to accommodate displaying a large number of transactions. It also scrolls more quickly as you move down the list.
Calendar Events & Reminders (Mac Only)
When recording transactions, you can once again create a calendar event in the macOS Calendar app, such as a reminder of when a payment for a sale is due. You can also create a reminder from the Card File.
Going forward, you’ll be able to edit or delete the deposit payment after an order has been converted into an invoice, allowing you to also then delete the Sale if needed.
Web Pay Direct Pay Option
You now have the option to let your customers pay you online without having them create a Web Pay Direct account. Enable this option on the Connect customer record, and they can make a direct payment for that invoice.
Refreshed OfficeLink Templates
The OfficeLink Excel reports are more attractive with updated fonts and font sizes.