AccountEdge Mobile Enhancements
The latest update for AccountEdge Mobile (AEM) includes 2 major enhancements.
First, in AccountEdge Mobile 1.7, users can assign customized transaction numbers for Sales, Activity Slips and Spend Money transactions. Each user can set unique numbers such as DH001000 or 201201 and AccountEdge Mobile will auto-increment from there.
There's also the option to use the AccountEdge Mobile transaction numbers when the transactions are synchronized with the AccountEdge file. The unique advantage of this option is if you decide not to use the AccountEdge Mobile transaction number, AccountEdge Pro will assign its next transaction number to the transaction when synchronizing, and store the AccountEdge Mobile transaction number in the transaction's memo field. This means the AccountEdge Pro numbering sequence can be maintained even when syncing transactions from AccountEdge Mobile. It also means the transaction numbers in AccountEdge Mobile will be different than the numbers in AccountEdge Pro.
Additional details about transaction numbering:
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AccountEdge Pro 2012, Build 16.1.3 is required to enable this feature.
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Transaction identifiers that are all numbers, are displayed in AccountEdge as 8-digit numbers. If you assign the number 201201 as your starting number, AccountEdge Pro and Mobile will add the leading zeros to make it an 8-digit number. Thus 201201 will become 00201201, and AccountEdge Mobile will auto-increment from there.
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All 3 transaction types can have 1 or 2 letters and up to 6 digits, so you could use user initials to identify transactions.
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If you use 1 or 2 leading letters in Sales transactions, you can also use any number of digits for a total of 8 characters. If letters are used as a prefix, only the numbers will increment. So TN001 will NOT become 000TN001; using leading letters will maintain that sequence, and no leading zeros will be added, but the numbers will increment (e.g., TN001, TN002, TN003 ...).
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All transaction numbers can be over-written when creating specific transactions. Transaction identifiers can be replaced with any 8-character number and letter combination. This is a handy way to record miscellaneous cash- and non-check expenses with Spend Money transactions.
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Regardless of the numbering configuration used in AccountEdge Mobile, AccountEdge Pro will continue to use its own numbering sequence.
The second feature we've added is the ability to record Item Invoices, which has been highly requested by our users and forum 'fans'. As you know, there are situations where negative inventory can wreak havoc if you sell something you don't actually have, so we've implemented software checks to deal with that.
Additional Inventory Invoice details:
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In AccountEdge Pro, if you have the preference set to allow the sale of items with insufficient on-hand quantities, AccountEdge Mobile Item Invoice Sale transactions will be recorded as Invoices regardless of the item quantity on hand. The item on-hand quantity indicated on an invoice will be subtracted from the inventory on-hand quantity.
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If there are insufficient quantities on hand, you will get a warning after you synchronize, just to let you know you don't have enough stock, but the invoice will be recorded.
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If you do not have this preference set in AccountEdge Pro (i.e., you don't want to deal with negative inventory), an Item Invoice recorded in AccountEdge Mobile with items where there aren't sufficient on-hand quantities will be recorded as an Order when AccountEdge Mobile is synchronized with AccountEdge Pro. In the case where there are multiple line items on the Invoice, and there are insufficient quantities for only one item, the entire Invoice will be converted to an Order in AccountEdge Pro. Additionally, AccountEdge Pro will send a message back to AccountEdge Mobile, to have it convert the Invoice to an Order as well.
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On AccountEdge Mobile, Invoices converted to Orders because of insufficient on-hand quantities, will be identified with an asterisk and a sentence (in red text) indicating the Invoice was converted to an Order.