AccountEdge for Canada New Features

AccountEdge 2016
AccountEdge 2015
AccountEdge 2014
AccountEdge 2013
AccountEdge 2012
AccountEdge 2011
AccountEdge 2010
AccountEdge 2009

AccountEdge 2016 New Features

General


Void Cheque


Void Cheque allows for a seamless way to void any kind of cheque, mark it as reconciled, identify it using Transaction Journal and Recap Transaction, put a ‘rubber stamp’ on the transaction window and print the cheque. A Void Cheque option is available in the Edit Menu and in the right-click menu for Spend Money, Spend Retainer, Pay Refund, Pay Bills, Pay Employee, Pay Liabilities, and Bank Register (Spend Money and Pay Bills only) transactions. Transaction Journal and Recap Transaction will show the transaction as VOID and the Memo field is updated on each transaction.

Banking

Departments added to Bank Deposits

A department field has been added to the Prepare Bank Deposit and Bank and Deposit Adjustments windows. If more than one department has been added to a transaction, split will appear in the department field. The amounts of each department selected must equal the total amount of transaction.

Card File

Tracking Leads

You can create a lead card to begin tracking potential customers. If you have created a quote for someone that is not yet a customer creating a lead card will give you the ability to track the source and the status of the potential customer. Once the person or company accepts the quote, when you change it to an order or an invoice, the lead card will automatically be changed to a customer card. The date the lead card was created will remain in the history of the customer card along with all contact information. The lead source and lead status fields remain in the Card Details tab of the customer card. The Lead Since in the History tab also retains the date the lead was created.

Managing Transactions

Update AccountEdge Date

AccountEdge now has the ability to determine if the date set in the program is the same as the current system date. In the past, if AccountEdge was left open overnight, the date of the system would change but the date in AccountEdge would remain the same until the company file has been closed and reopened. Now, if AccountEdge has been left open overnight, as soon as the user begins to work in AccountEdge a message will alert the user that the dates may be different. You will be able to update AccountEdge date to match the current date without having to close and reopen your company file.

Sales and Purchases

Easier Navigation for Invoices and Bills

Back and Forward arrows have been added to quotes, orders, invoices and bills for easier navigation without having to close the window and go into the registers. Simply click on either the back or forward arrow to view either the last or next quote, order, invoice or bill recorded by number sequence. If the transaction has not yet been recorded, the arrows will show the last transaction recorded. When you are in a sale only the invoices will show and when in purchases only the bills will show.


Purge Sale/Purge Quotes and Cards


With the ability of creating and tracking leads and customers you also have an assistant to help you through the process of purging sales/purchase quotes and cards from your company file. For customers and leads, you can purge quotes and their associated cards that haven’t been converted to sales and are no longer needed. This assistant will step you through the process of first purging the transactions then the associated cards. A new purge button has been added to the Cards List menu to purge lead, customer and supplier cards. This button will take you to the Purge Sales Quotes and Cards window or the Purge Purchase Quotes and Cards window. All purging options, listed below, can now be found under the File menu.
  • Journal Entries
  • Closed Invoices
  • Sale Quotes and Cards
  • Activity Slips
  • Closed Bills
  • Purchase Quotes and Cards
  • Timesheets
  • Item Movements
  • Serial Numbers
  • Reminder Logs

Inventory

Departments added to Inventory Adjustments

A department field has been added to the Adjust Inventory window. If more than one department has been added to a transaction, split will appear in the department field. The amounts of each department selected must equal the total amount of transaction.

Reports

7 Years Historical Reporting

You can now view up to 7 years of Profit & Loss and Balance Sheet reports in AccountEdge. Also, a new multi-year spreadsheet report is included which displays year over year P&L comparison in easy to view columns. You can select prior years on the following reports:

  • Standard Profit & Loss
  • Profit & Loss Multi-Period Spreadsheet
  • Profit & Loss Year to Date
  • Profit & Loss Multi-Year Spreadsheet
  • Standard Balance Sheet
  • Multi-period Balance Sheet

If the fiscal year has been closed and/or the financial data was purged prior to upgrading to AccountEdge 2016, the columns will be blank.


Profit Analysis Reports


New reports based on customer profitability have been added to AccountEdge. Now, you can see how profitable certain customers are based on the items sold to them and their margin. Also included are a new set of Item Profitability reports to show you your most and least profitable items. The new reports are:
  • Profit Analysis - Item Summary report
  • Profit Analysis - Item Sales Summary report
  • Profit Analysis - Item Sales Detail report
  • Profit Analysis - Activity Summary report
  • Profit Analysis - Activity Sales Summary report
  • Profit Analysis - Activity Sales Detail report
  • Profit Analysis - Customer Summary report
  • Profit Analysis - Customer Sales Summary report
  • Profit Analysis - Customer Sales Detail report

Lead reports

New reports based on leads and leads that become customers have been added to AccountEdge. You can easily track a lead from the beginning through to becoming a customer. You also have the reporting tools to analyze the sources and status of each lead. The new reports are:

  • Lead Quote Summary report
  • Lead Quote Detail report
  • Lead Source report - Sales
  • Lead Source report - Card File
  • Lead Status report
  • Lead Aging report
  • Lead Conversion report

AccountEdge 2015 New Features

General


Advanced Filters for Registers


New filters have been added to the Bank, Sales, Purchases and Find Transaction Registers to give flexibility when searching for a transaction within the registers. You can filter your search using the Search by and Dated From fields.

Void Cheque


Void Cheque allows for a seamless way to void any kind of cheque, mark it as reconciled, identify it using Transaction Journal and Recap Transaction, put a ‘rubber stamp’ on the transaction window and print the cheque. A Void Cheque option is available in the Edit Menu and in the right-click menu for Spend Money, Spend Retainer, Pay Refund, Pay Bills, Pay Employee, Pay Liabilities, and Bank Register (Spend Money and Pay Bills only) transactions. Transaction Journal and Recap Transaction will show the transaction as VOID and the Memo field is updated on each transaction.

Lists

Hide Inactive

You now have the option to select Hide Inactive on various windows including cards, items, escrows/trusts and jobs lists. Once selected this filter will remove the inactive cards, escrows/trusts and jobs from their main list. If a card, item or escrow/trust is marked as Inactive and there are recurring transactions associated with them, a message will appear asking if you want to delete the recurring transactions. If a job is marked as Inactive and there are recurring transactions associated with them, a message will appear asking if you want to remove them.

Multiple Job and Department Allocations


You can now assign one or more jobs and departments to each line item in a transaction. You can easily divide the total amount of the line item between multiple jobs and departments by either an amount or percentage. You must select the system preference I Use Departments; if Departments Are Not Assigned to All P&L Accounts... to have the option to assign one or more departments to each line item in a transaction.

Allocating jobs or departments by an amount and/or percentage is available in the following windows:

  • Accounts
    • Record Journal Entry
  • Banking
    • Spend Money
    • Receive Money
    • Bank Register
    • Bank and Deposit Adjustments
    • Prepare Bank Deposit
  • Sales
    • Enter Sales
    • Receive Retainer
    • Spend Retainer
    • Historical Sale
  • Purchases
    • Enter Purchases
    • Historical Purchase
  • Inventory
    • Build Items
    • Adjust Inventory
    • Receive Items

Allocating jobs or departments by percentage only is available for the following windows:
* Time Billing * Enter Activity Slip * Enter Mileage Slip * Enter Timesheet * Card File * Employee - Recurring Paycheck

Sales and Purchases

Tracking Commissions

AccountEdge 2015 now has the ability to track commissions for an employee or a vendor salesperson. A Commission Rate Level is created that will charge a flat amount or percentage per item or activity and can be assigned to each salesperson. A custom rate level can also be created using both amounts and percentages for items and activities. A commission is then calculated on a sale, based on either the date of the sale or when payment is received. The commission can then be paid by cheque to a vendor or as a paycheque for an employee.

Create Copy

The create copy feature is a quick and easy way to copy a sale or a bill transaction that has alot of detail and is usually the same for each customer or vendor. Just record the sale or purchase transaction for the first time, then go to the sales or purchases register, highlight it and then click Create Copy. The following fields will be copied to a new sale/purchase:

  • line items
  • quantity
  • description
  • job allocation
  • department allocation
  • notes
  • attached documents
  • referral source.

The customer/vendor and journal memo used on the new sale/purchase will be determined by the selections made in the Create Copy window. If you select the option Use Customer/Vendor Defaults in the Create Copy window, the price level, volumn discount, salesperson, commission information, comment, shipping method, delivery status fields will be based on the customer/vendor card information. If you do not select the option Use Customer/Vendor Defaults in the Create Copy window, additional fields such as; line discount, salesperson, commission information, shipping details, delivery status and credit terms fields will be copied to the new sale/purchase from the original.

Inventory Control

Track Serial Numbers

Before you begin to track serial numbers for your items, you will need to determine where in the process of tracking the serial number do you want to begin assigning the serial number to the item. You have the ability to assign a serial number to items in the following areas:

  • Enter Sales
  • Enter Purchases
  • Receive Items
  • Build Items
  • Move Items
  • Inventory Adjustments

To track a serial number you must first go into the item profile and select I Track Serial Numbers for This Item. Once this option has been selected the Serial Numbers tab is available. A transaction must be recorded to track a serial number. You can also apply warranty information to an item when the item is sold.

Note: if a sale has been recorded before selecting Warranty Applies when Sold, a serial number may be listed but the warranty date will not be assigned. This option must be selected prior to the sale of the item.

You can track a serial number on a basic, master and variation item. A unique 40 character maximum alphanumeric identifier can be assigned to each item and tracked when purchased (received) and sold, or only when sold, along with an associated warranty period, basied on the date sold.

Track Warranties

Although warranties are associated with serial numbers, you don’t need to be selling the serial numbers to keep track of the warranties on item but you do need to create them in your company file. After you have entered the serial numbers for the item, AccountEdge will begin to keep track of the warranty for the item beginning on the date the item was sold.

Payroll

Updated Record of Employment v2

AccountEdge now complies with Service Canada’s updated requirements for ROE (Record of Employment) v2. This includes expanded Separation and Special Payments codes on the ROE (Record of Employment) and changes to the Termination Reason codes. The ROE v2 will be required as of March 31, 2016.

Departments added to Timesheets

The Departmental Accounting feature gives you the ability to track financial profitability within your business by department. You can now assign a single department or multiple departments for each line of a time sheet for an employee. You must first select the preference and create departments before you can allocate them to a timesheet.

Reports

Commission reports

A new report section called Commissions has been added to the Sales section of the Index to Reports window. These new reports will be based on reporting multiple aspects of the new feature Tracking Commissions. The following are a list of the Commissions reports:

  • Sales Summary
  • Sales Detail
  • Commissions - Earned
  • Commissions - Paid
  • Commission Rate Level Summary
  • Commission Rate Level Detail
  • Commission Rate Level - Card Detail

Serial Number reports

A new report section called Serial Numbers has been added to the Inventory section of the Index to Reports window. These new reports will be based on reporting multiple aspects of the new feature Tracking Serial Numbers. The following are a list of the Serial Numbers reports:

  • Serial Number Transactions
  • Active Warranties

Network Edition

Log Out Active users

[AccountEdge Network Edition users only] Administrator users can now view and logout active users. If a users computer falls asleep while logged into the company file or if you can’t turn off FileConnect because users are still connected, the administrator user can now view all workstations that are active or still connected to the file and log them out of the company file.

Add-Ons

Web Store Enhancements

An option to Sync Shopify Product Descriptions has been added to the Web Store Setup window - Selling Details tab to give you the ability to manage and design the item listing in Shopify and AccountEdge.

Web Store Tax Codes: If a consolidated tax code has been created in your web store but your AccountEdge does not support consolidated tax codes, when importing your web store sales the total percentage amount of the tax will import and be assigned to the Tax code you assigned in the Web Store Setup window - Linked Accounts view.

AccountEdge Cloud changes

AccountEdge Cloud will now directly sync with AccountEdge. The use of Dropbox is no longer needed. A new AccountEdge Cloud Setup window will record the AccountEdge Cloud login. If you have previously setup devices for AccountEdge Cloud, they will be automatically deleted as you will no longer need them. AccountEdge Pro will sync all changes and addditions directly with AccountEdge Cloud. After initial sync, sync times will be faster and more efficient only syncing what is necessary.

AccountEdge 2014 New Features

Accounts

Departmental Accounting


The Departmental Accounting feature gives you the ability to track financial profitability within your business by department. You can now assign a single department or multiple departments per transaction. A new preference has been added to the System Preferences enabling you to turn on the feature. Once the feature is activated, Departments can be allocated to the following transaction types:

  • Record Journal Entries
  • Spend Money
  • Receive Money
  • Enter Sales
  • Receive Retainer
  • Spend Retainer
  • Enter Purchases
  • Enter Activity Slips
  • Enter Paychecks

Sales and Purchases


Create Credit Memos


A customer credit is money that you owe to a customer. To process a customer credit or refund you first need to record a credit memo and then record the settlement of the credit (for example, by printing a refund check for your customer). Recording credits or refunds. You can create a customer credit memo in the following ways:

  • Reverse an existing sale. Use this method if the customer has paid for the entire sale. This method will automatically create a credit memo when reversal is recorded.
  • Manually create a credit. Use this method if you are crediting the customer for part of a sale.
  • Process from web store. Use this method if you have processed a credit or refund through your web store and you now need to reflect it in your company file.

Multiple Job Allocations


You can now assign one or more jobs to each line item in a transaction. You can easily divide the total amount of the line item between multiple jobs by either an amount or percentage.
Allocating jobs by an is available in the following windows:

  • Accounts
  • Record Journal Entry
  • Banking
  • Spend Money
  • Receive Money
  • Bank Register
  • Bank and Deposit Adjustments
  • Prepare Bank Deposit
  • Sales
  • Enter Sales
  • Receive Retainer
  • Spend Retainer
  • Historical Sale
  • Purchases
  • Enter Purchases
  • Historical Purchase
  • Inventory
  • Build Items
  • Adjust Inventory
  • Receive Items

Allocating jobs by percentage is only available for the following windows:
  • Time Billing
  • Enter Activity Slip
  • Enter Mileage Slip
  • Enter Timesheet
  • Card File
  • Employee - Recurring Paycheck

Inventory


Item Variations


You can now create multiple variations of an item automatically and have AccountEdge track the inventory of each variation. A new master item must first be created. Once the master item is created the variation tab becomes available. A master item can be marked I Buy, I Sell, I Inventory; however it cannot be used on sales and purchases. The buying and selling details of the master items will be copied from the master item when a variation is created.


Note: any items created prior to AE 2014 with history cannot be used as a master item.


To create a variation of an item you must first create an item property. Each property will contain a property name and details. For example; the item is Coffee. You have created a property named Blend and Flavor, each having a list of details to choose from. Each property and details chosen for each item creates a list of variations for that item. On the master item you can select up to 3 properties. Listed under each property will be the list of variations created. Select each that will be applicable to that master item. Once you have selected to create the variations, a message will appears displaying the amount of variations created.

Combine Items


You can now easily clean up your items list by combining your old items with your new items or if you have duplicate items you can combine two items into one. When you need to combine two items you are choosing to keep one item and choosing to delete the other. The one you choose to keep is called the primary item. The item that will be deleted is called the secondary item.

Reports


Job Profit & Loss


The Jobs Profit & Loss report has been revised to give you the ability to customize the report over the span of multiple fiscal years. The “FYTD XXXX” amount displayed is determined by the ending date entered. If a purged period is included in the date range entered, the information may be incomplete for pre-conversion or pre_purged periods.

Department Reports


A new report section called Departments has been added to the Accounts section of the Index to Reports window. These new reports will be based on reporting multiple aspects of the new feature Departmental Accounting.
The following are a list of the Departments reports:
  • Activity Summary
  • Activity Detail
  • History [OfficeLink]
  • Department Transactions
  • Profit & Loss
  • Departments List

Negative Numbers on Reports


Any report that previously displayed a “CR” to the right of an account balance that had a negative balance is now displaying an amount in parentheses.

Add-Ons


AccountEdge Cloud


AccountEdge Cloud gives your employees the flexibility to enter sales and track billable time using your PC, Mac or mobile browser. Sales and time tracked for billing are easily synced back to AccountEdge Pro. AccountEdge Pro syncs with AccountEdge Cloud through your dropbox account. Once you setup to sync with Dropbox from AccountEdge Pro, you can sign up for a trial AccountEdge Cloud account and activate employees for access. AccountEdge Cloud transactions that are synced to Dropbox are picked up by AccountEdge Pro the next time the user chooses to sync.


Webstore Integration Enhanced


AccountEdge Pro v14 now has an added option, you can use a hosted service by Shopify. Create a web store through Shopify and connect your web store with your AccountEdge company file.
This web store service, hosted by Shopify, is an easy and affordable way to sell your products online. You can take orders online and receive payments then sync with your AccountEdge company file. You can also create discounts and gift cards to apply to your online sales and process the orders in AccountEdge. If you are selling items in your webstore you can easily track your inventory by syncing the items in AccountEdge with your web store.


Gift Cards

If you have a web store created in Shopify, you can create, sell and redeem gifts cards then export the information into your AccountEdge company file.

Discounts applied

If you have a web store created in Shopify, you can create discounts to give to your customers. Your customers can then apply a discount to their order when payment is made in your webstore. When the orders are processed in AccountEdge, the discount will be apllied to each item(s) ordered and will appear on the invoice.

Inventory Tracking

You can manage locations and item quantities for both your AccountEdge locations and your Shopify web store.

Each item can be tracked, both in AccountEdge inventory locations and in your Shopify web store. The amount of items selected will be updated in your Shopify webstore each time you sync your AccountEdge company file with your Shopify web store. You can chose how many items you want to reserve in AccountEdge. The difference between the total number of items and the amount is reserved is displayed. When the Track Inventory In: Shopify is selected this will also be selected in the Inventory Policy>Shopify tracks this product inventory located in the Products > Inventory & Variants setting in Shopify the next time you sync. The Target field is used to enter the amount of items to sync with your web store, however it cannot exceed the available quantity. If the Qty field has less than 10 when the Shopify checkbox is selected, the Target field will default to 10. If the Qty is greater than 10, the target amount will default to the amount in Qty. You also have the option to allow out of stock sales to occur in your web store.

ReRun for AccountEdge


Rerun for AccountEdge is a web based tool that allows you to process credit card payments, create customer groups for mass emails, create event based email templates, track payment activity and reports, accept eChecks from your mobile device without needing access to the entire company file. An integration interface with Dropbox enables you to sync this information with your AccountEdge company file.


AccountEdge 2013 New Features

Banking

Improved Bank Statement Import

AccountEdge can import bank statements in a variety of formats for most every bank as long as you can download your statement to your computer in an OFX, OFC, QIF, QFX and other similar formats. We have added a new Bank Statement Import worksheet window making it easier and faster to add new transactions, match to existing transactions and create import rules when importing a bank statement. You can also apply transactions to your Jobs, streamlining the tracking and billing process. The Bank Statement Import window gives you the ability to save the transactions you imported so you can come back to it later if you are interrupted. AccountEdge will retain the transaction imported but not yet updated. Using a dual register worksheet window, you’ll now be able to see the work to be done and the transactions you've already matched or added without having to import the bank statement again and again. AccountEdge can now help with future bank statements by creating rules that are tied to a transactions memo or payee. Having the ability to create rules for the next import will make your next reconciliation easier and faster.

Sales and Purchases

Document Import

Documents, images, scans and any type of files can be attached to records and transactions in your AccountEdge company file. Bookkeepers can scan bills and invoices from vendors and attach to purchases or expense transactions. Salespersons now have the ability to attach a copy of a service agreement to an invoice. When using an attachment, you can either link directly to the original source file or have AccountEdge create a copy of the document and file it along with other attachments in a new AccountEdge documents folder. When there is not a document attached, the paper clip on the button will be grayed out and will say Attach. When you click the Attach button, the Open file window will open. If you select a document, the Attached Documents window will open with the name of the attached document listed in the scroll area. Once the document is attached to the transaction, the paper clip on the button will be blue and will say Docs. When the Docs button is clicked, the Attached Documents window will open. To view a list of documents you have attached to any transaction or customer record, go to the Lists menu and select Documents. The Documents List window appears. You can open the source of the documents or reveal the location of the documents from this window.

Retainers, Escrows and Trust Accounts

You can now create Trust, Escrow and Retainer accounts with the ability to write cheques directly from the accounts. When creating a retainer, escrow or trust account, you can choose which bank account to link it to giving you the ability to track all transactions recorded to this account. You also have the ability to transfer funds from a retainer, trust or escrow account into your designated operating account automatically. When selecting this feature in the preferences of your company file, you can select to use the term Retainer, Trust Account or Escrow within your AccountEdge Company file.

Change Orders

AccountEdge will now track any changes made to a quote or an order. With Change Orders, you’ll be able to track what changed on the estimate and include change order notes to the estimate to provide to the client. Change Orders will track changes to quantities, price, discounts, descriptions, and new lines added to an estimate. You can use the default change notes provided or edit them.

Notes on Sales and Purchases

You can now add a note to your sales and purchases. For example, if a sales person needs to add notes to a quote, order or invoice for use with a contract or for warranty details they can easily add the notes directly to the quote, order, invoice or bill. These notes can be added to the printed sales and purchases, including the packing slips when customizing the form.

Shipping Address on Professional Invoices

You now have the ability to assign a shipping address from a customers card to the professional layout of an invoice. For ‘drop ship’ purposes you also have the ability to select the address from a card other than the customer assigned to the invoice. This field can also be added as a custom field when customizing the form for printing purposes.

Expanded Tax Code Field

Tax codes can now be created with up to 5 characters in length. If your business is in a state that has multiple tax jurisdictions and authorities or need to create tax codes for multiple states, you can now use up to 5 characters. You can also create codes that are more descriptive and recognizable.

Updated QST Tax Type

Beginning in AccountEdge 2013, to comply with Quebec taxation changes, a new Quebec Sales Tax (QST) tax type is available. Compound Tax will no longer be used to calculate Quebec Sales Tax (QST).

Payroll

Print Prior Year's T-4s and RL-1s

You can now run and print your prior year T4’s, RL-1’s and other payroll reports without having to open a backup copy of your company file.

Payroll Tax Table Loading Ahead of Time

AccountEdge now allows you to upload a tax table that is made available before its effective date. For example, if a tax table is effective on July 1st and is available for update on June 24th, it can now be downloaded into the company file as soon as it becomes available. AccountEdge will retain multiple payroll tax tables and use the table that is relevant based on the date of the payroll run.

Basic TD-1 Exemptions on Cards

AccountEdge will now store the standard Federal and Provencial Net Claim amount for each employee in the Payroll Details section of the Employee Card. The Federal and Provincial basic claim amount will automatically update when a current payroll tax table update is installed and loaded into the company file. An option to override this amount is also available. To use basic Federal and Provincial Net Claim amount. The Basic Personal Amount will display on each applicable payroll tax category.

Direct Deposit Vendor Payments

You can now pay your employees and your vendors electroncially using the AccountEdge software. By subscribing to the Direct Deposit service through our partner Forte Payment Systems, you will be able to enter employee and vendor bank account details and pay them electronically directly from within AccountEdge.

Record of Employment

AccountEdge now gives the ability to easily generate a Record of Employment file which can be uploaded to the ROE website then printed for record keeping. A Record of Employment (ROE) has to be filed whenever an employee either leaves his position of employment or has experienced an interuption of employment. The file generated is used to determine eligibility of Emploment Insurance (EI) benefits. It contains pay details including hours, pay, EI collected, reason for interrution, and date range of employment.

Reports

Updated Financial Statements

The financial statements including Profit & Loss and Balance Sheet reports have been redesigned to make them cleaner and easier to read.

Security Enhancements

Password Proect Security Enhancements

AccountEdge 2013 enables you to password protect the security preferences. This will give you the ability to restrict a user from any or all of the security preferences.

Reminding All Users of Recurring Transactions

A new option is available on recurring transactions allowing you the option to remind a specific user or all users about a pending recurring transaction.

Maintenance

Batch Delete

The new batch delete feature gives you the ability to clean up your cards and items lists. You can now select multiple cards or items from those lists and use your Right Mouse Click or Ctrl Click menu to delete all those selected. AccountEdge will automatically inform you if the cards or items you have selected to delete have any transactions associated with them.

Migration Assistant

The Migration Assistant feature will help you copy and upgrade the Custom Forms, Custom Reports, Graphics, and Letters and automatically save them to the AccountEdge support folder. The Migration Assistant is available to you before you create or open an existing company file.

AccountEdge Network Edition

FileConnect Updated

AccountEdge Network Edition [Mac only] users, the FileConnect preference pane has been updated to 64 bit. Now, the System Preferences do not need to relaunch into 32 bit mode whenever you need to access the File Connect preferences.

AccountEdge Mobile

Credit Card Processing

AccountEdge Mobile v2 now has the ability to process credit card transactions. Payments taken work directly with your AccountEdge Merchant Account and sync back to AccountEdge. Any payment IDs stored in an AccountEdge 2013 company file will be sent to AccountEdge Mobile for use. Note: AccountEdge and AccountEdge Mobile do not store credit card details. A Payment ID, assigned to each transaction from the payments gateway, represents the credit card and can be used in future transactions.

Quick Sale

AccountEdge Mobile v2 now offers the ability to create an item or service sale and payment quickly. Enter the amount of the sale or payment, type in a description then process a credit card, take a check or cash and your transaction is complete. For quicker data entry you can select from a list of favorite sale items and add the customer as a new contact. Set up a default customer, allowing you to skip the customer field when creating a sale. Sales, payments and customer information are synced with the AccountEdge company file.

Receive Payments on Receivable

In AccountEdge Mobile v2 you can now select an open receivable from a list and apply a payment. The payment can be in the forms of cash, check or securely process a credit card with the optional AccountEdge Merchant account.

AccountEdge 2012 New Features

Interface ReDesign

Welcome Window

The Welcome to AccountEdge Pro window has a new-look with access to more features including easy access to our latest blog entries, sign up for a support plan and get the latest AccountEdge news on our website. The following are options that are now available to you before you create or open an existing company file:

  • Select Create to create a new company file for your business. After you have created a company file your option will be to Open the company file you just created or the company file you opened last.
  • Select Browse to access the Open window and then select the company file you want to open.
  • Select Sample Company to explore the AccountEdge sample company file. This file can help you learn how to use the software.
  • Select Support for easy access to FAQ’s, discussions with other AccountEdge users, guides, and email support.
  • Company File Maintenance drop-down menu to access the following features:
    • Create company file - select if you want to create additional company files.
    • Optimize company file - select if you want to optimize your company file before you open it.
    • Upgrade company file - select when upgrading your company file from FirstEdge or AccountEdge Basic to AccountEdge Pro.
    • Restore from a disk- select if you want to restore a backup of your company file.
    • Restore from MobileMe [Mac only]- select if you want to restore a backup of your company file that was previously saved to a MobileMe account.

Accounts


Mileage Tracking


The mileage tracking feature gives you the ability to track mileage for as many vehicles as you want. You can track depreciation for tax purposes for each vehicle and the amount of miles to and from meeting with your customers for expense reimbursement. Keep track of mileage rates using an effective date to help keep up with changes from the governement agencies. Also, use your mobile device to sync with AccountEdge Pro to import your mileage logs. Create a list of all vehicles. You can give a detailed description along with add a picture of the vehicle.

Banking


Expanded Amount in English


If you want to write a cheque for an amount exceeding $99,999.99 the amount will now be written out in English instead of numeric.

Cheque Numbers and AE Mobile


When syncing your Spend Money transactions to AccountEdge, the software will not reset your cheque numbering sequence with transactions being imported from AccountEdge Mobile.

Sales


Retainers


You can easily track all transactions that are associated with receiving a Retainer from a customer. Select the Sales preference ‘I Use Retainers’ to track all transactions recorded via Sales, Purchases and Banking. Once this preference is selected, you can create a list of Retainers received and manage the status of the retainer as well as have the ability to print statements and letters to your customers to request a replenishment of the retainer.

Weight Fields on Invoices


Item have a weight field associated with them and now you’ll be able to add this field to your customised invoice. The individual weight and the extended weight (qty x weight) will display on each line of the invoice. You can also add the total weight for the entire sale when printing either an invoice or a packing slip. To add the weight of item go to the Items List and select your item. Click the Item Details tab and enter the weight in the appropriate field. To add the field to your invoice or packing slip, select the appropriate form from the Print/Email Invoices window and click Customise. Select the Weight or Total Weight fields from the Data Fields menu. Save your form and print when you are ready to ship the order.

Time Billing


Billing Rate Levels


You now have the ability to create billing levels for customers and employees. You can create multiple billing levels for customers such as, Preferred Customer or New Customer and assign this billing level directly to the customers card. You can also create multiple billing levels for your employes such as, Junior Partner or Senior Partner and assign that level to their employee card. Now, each employee and customer can have a matrix of billing rates by activity. You can also specify when entering a slip that you want to use the Employee Rate, Customer Rate or the default Activity Rate. You can also set up rate schedules based on the seniority or experience of the employee. The flexibility of this feature allows for several billing rate combinations. The billing rate levels can be set up as a Fixed Rate or a Custom Rate per Activity. Once you select custom rate per activity, a list of activities becomes available displaying the Default Activity Rate with an option for you to enter a Billing Rate for that activity. You are also given the options to:
  • Use Default Activity Rate
  • Percentage Increase/Decrease
  • Account Increase/Decrease

After making your selections for that Billing Rate Level Name, you can create another billing level name but have all the details remain the same by selecting the Copy option. This option makes creating multiple billing levels easier and faster.

Activity Slips to Invoice


AccountEdge 2012 now gives you the option to create a time billing invoice directly from the Enter Activity Slip window.

Reports & Forms


Detailed Invoice Statement


You can send out a monthly statement instead of individual invoices and still provide your customers with the details of each sale. The new Detailed Invoice Statement shows your customers which items were sold and for what price or the descriptions from service and professional invoices. You can continue to record sales from the Enter Sales window but instead of printing and sending one at a time to your customer you can now print a detailed statement and send only one during the month.

Billing Statement Invoice


AccountEdge now come with 4 new invoices that include statement details such as current and ending balances with invoice ageing. Your customers will easily see their current and ending balance, and the overdue amount, if applicable. Overdue invoices are aged using the date the invoice is printed. If you already have a customised form you can easily add the Aged Receivables, Total Balance and Current Amount fields to your existing forms or use a sample invoice. To add these fields to your existing invoice, select the appropriate form from the Print/Email Invoices window and click Customise. Select the fields from the Data Fields menu, then save your form.

Additional Fields Added to Sales Reports


Additional fields that can be added to the sales reports have now been added as custom fields. For example:
  • Average days to pay, last sale date, highest A/R Balance and Highest Invoice Amount have been added to the Analyse Sales reports.
  • Salesperson to various sales reports.
  • Memo has been added to many reports, such as the Customer Payments report.
  • Amount Paid to the Customer Summary report.
  • Profit Margin has been added to the Item Detail report.
  • Sales Custom Fields and Lists have been added to relevant sales reports.

Mileage Tracking Reports


Along with the new Mileage tracking feature you have the ability to report based on the Mileage slips entered.

Retainer Transaction Report


This report displays all transactions related to the selected retainer(s), in the selected source journal and within a specified date range. Only the component of the transaction that affects the retainer tracking account will be displayed under the Retainer Name and Customer. This report is located under the Sales tab of the Index to Reports in the Other Sales Reports section. This report will also appear in the Receivables/Payables section of the User IDs Access window.

Retainer List Report


The Retainer List report will give the user the ability to search, locate, and view the details of each retainer that has been received. This report is located under the Sales tab of the Index to Reports in the Other Sales Reports section. You can also access this report from the Cards List Action Menu and the Card Information window.

To Do List Retainer Report


This report displays a list of retainers that are due monthly or have fallen below their minimum balance. If the retainer account has fallen below the minimum balance set, the date of a replenishment request sent will also display. This report is located under the Sales tab of the Index to Reports in the To Do List section.

Billing Rate Level Reports


A new section called Billing Rate Level reports has been added to the Timebilling section of the reports index. This section includes the following reports:
  • Billing Rate Level [Summary] report displays the a list of all accounts and their current balances.
  • Billing Rate Level [Detail] report displays the details of the billing rate levels and the rates of the assigned activities.
  • Billing Rate Level - Card Detail report displays the details of the billing rate levels and the details of the cards assigned.

Security Enhancement


Activity Slip Security Preference
With AccountEdge 2012 you will be able to set a security setting to restrict a user from having access to the billing rates, from having the ability to select billing levels, and from having the ability to make time and rate adjustments on the activity slips.

Maintenance


Restore Company File


You can now restore a company file directly from the Welcome Window. Restoring a back up copy of a company file from the welcome window instead of having to open another company file makes this process much faster and easier. Select Restore from a disk from the Company File Maintenance menu. An Open window will appear for you to choose a file to restore. Select the file you want to restore and click Open. In the Choose a Folder window, select a location for the restored file. Click Choose, a message will display the name of the file, where the file is located and an option to open the restored file.

Updated Start a New Year Assistants


The Start a New Fiscal Year and Payroll Year assistants have been updated to include a new layout to help assist you through the process. You will also be able to either retain or purge any prior year Progress Billing information. An additional step, Progress Billing, as been added to the process. This step has 2 options available:
  • Purge Progress Billing Quotes that have been fully billed
  • Keep closed invoices that are linked to Progress Billing Quotes that have not yet been fully billed.

If you use the Progress Billing feature, we recommend that both of these options be selected.

File Location


After installing, the AccountEdge Pro 2012 folder containing the application is located in the Applications folder on Mac and directly on the C Drive on Windows computers; however the AccountEdge support files, such as customised forms and reports, sample company file, letters and spreadsheets, email PDF attachments and graphics are stored in an support folder called AccountEdge Pro 2012 CA located in the Users Documents folder. The AccountEdge Pro 2012 CA folder will also be the default location for your company file. You can choose another location for your company file when you are creating a new file or when you are upgrading an existing file.

AccountEdge 2011 New Features

Sales and Purchases

Progress Billing

Progress Billing enables you to create an invoice from a quote by billing your customer for a percentage of the original quote or a quantity, rate, or amount for each line item.
AccountEdge will track the amounts previously billed. This enables you to bill for overrages, change orders, and expenses.

Create Invoice from Purchase


If you have purchased items or services for your customer and you now need to have a sales invoice for your customer, you can create an invoice directly from the purchase order or bill by using the action menu and click Create Invoice. A new sale window will appear allowing you to add the customer name and other details, however the body of the purchase order or bill will copy automatically into the new sale.

The Action Menu


The Action menu is a shortcut menu for accessing tasks associated with sales and purchases records. The menu is located in the sales quotes, order, and invoice windows as well as in the purchases orders and bills windows. When you click the Action menu icon a list of actions associated with the sale or purchase are displayed. All of the tasks you could previously perform in the sales and purchases windows, such as save as recurring, use recurring, and receive or make a payment can be found in the Action menu In addition, you can now create a purchase order from a sale order and create a sale from a purchase order or bill.

Payroll


E-File T-4 Slips


AccountEdge will create an XML file according to the Canadian Revenue Agency (CRA) requirements and give you the ability to submit your T4 slips by Internet transfer.

PDFs, Graphics and Print/Email Improvements


Preview PDF Before Printing


You can view the form from the print dialog box before choosing to print it. This will enable you to make any last minute changes, if necessary, it will also allow you to see if the fields and margins are set correctly.

Expanded Notes Field


The Notes fields throughout the software has been expanded to accommodate up to 1001 alpha-numberic characters allowing for more details to be added to transactions, payments, emails, contact information, etc.

Familiar Features ReDesign


New Company File Assistant Redesign


The redesign of the New Company File Assistant enables a user friendly workflow to create, setup and customize a company file. Organizational improvements allows the user to spend less time in the setup of a company file and more time to begin using AccountEdge with greater efficiency. After you have completed the steps needed to create a New Company File, the Easy Setup Assistant will automatically appear enabling you to easily complete the entire set up procedures.

Easy Setup Assistant Redesign


You can setup your preferences by using the Easy Setup Assistant. This assistant guides you through setting up some key preferences. To begin using the Easy Setup Assistant, click Customize. Click Next after each section you have completed, beginning with Customize, then go to Accounts, Sales, Purchases and Payroll. Each time you select Next the next section will automatically open. If you have completed each section, you can select ‘Do not show me the Easy Setup Assistant when I open my file’. All information selected during this process can be accessed at any time by going to the Setup menu and select Easy Setup Assistant.

Check Interface Redesign


The check interface in AccountEdge has been redesigned making it resemble an actual check, when using the following transactions:
  • Spend Money
  • Pay Bills
  • Settle Returns and Credits
  • Pay Employees

Reports & Forms


Progress Billing Transaction Report


This report displays all the transactions that effect the current balance of the sales (original sales, sales tax, customer payments, discounts, or customer deposits) associated with a progress billing quote. This report is located under the Sales tab of the Index to Reports in the Other Sales Reports section.

AccountEdge 2010 New Features

Item Information

Brands

Each item can have a specific brand associated with it. Brands can be used to identify an item in a report and can be used to filter item reports.

Tags


User defined tags can be used for filtering reports. You can define a tag to be used like a category for each item and have the ability to add multiple tags per item.

Weights


A new Weight field has been added to the Item Information - Item Details window, located below the Brand field. You can track the weight of an item by entering the weight and select either Kilograms, Grams, Ounces, or Pounds.

Multiple Product Images


You will now be able to add multiple images to each item. These images are located under the Item Information - Item Details window for each item. You can enter 3 different images for each item. To enter an image for an item, double click the desired area for each image then link the image. The main image will display the name of the image below it.

Additional Price Level


A new Web Store price level has been added to the Item Information - Selling Details window. This new price level will be used to sync to your web store. If you wish to rename this price level, go to the Lists menu and select Custom Lists & Field Names then select Price Levels.

Banking


Reconcile Account Improvements


While reconciling your accounts, you can now easily search for a specific transaction by using the improved sorting tools. Click on the Header in each column to sort that column. You can sort by Date, ID#, Payee, Deposits, and Withdrawals. If you are looking for a specific Payee, click the Header named Payee and the column will sort in either ascending or desending order. These new sorting tools will allow you to reconcile your accounts in the order in which they appear on your bank statement.

Sales and Purchases


Profitability on a Sale


While create an Order, Quote, or Invoice you can quickly see the profitability of the sale by clicking Show Profit Analysis. If you highlight an item, you can see the Gross Profit, Margin and Cost of the Item. If a line item is not selected you will access the Gross Profit, Margin and Cost for the entire invoice.

Track Shipping Details


You can enter the Shipping Details for each item invoice you have fulfilled by clicking the zoom arrow to the left of the Shipping Details field on an item invoice. The Shipping Details window will appear to enable you to track your shipment. Enter the carrier you used, the type of service such as, Ground or Overnight. You can also enter the Tracking Number given to you by the carrier as well as any notes regarding the shipment.

Credit Card Processing


Process Credit Card Payments


You can receive and process credit card payments using your AccountEdge software. You do this with AccountEdge Business Services, which replaces the manual entry of credit card sales. Credit card information details are stored directly on the Payments Gateway. AccountEdge will store a unique ID in the company file to enable you to process credit card payments directly through your company file. When you are ready to process a credit card payment transaction from your company file, AccountEdge uses the unique ID to tell the secure gateway to process a payment with the credit card on file for that customer.

New Forms and Report Options


Print Bank Deposit Slip


You can now print Bank Deposit Slips directly from your company file. The new Prepare Bank Deposit window has added features to make it easy to record Cash Back on Deposits, Total Cash, Total Checks, and Number of Items deposited. You can then print the entire transaction on a pre-printed form and take it directly to your bank.

Gross Wages and Gross Wages YTD (Year to Date) on Pay Stubs


Custom fields have been made available for Gross Wages and Gross Wages YTD that can be added to your Paycheck Stub and the plain paper Pay Stub.

Updated Sales Tax Report


The Sales Tax reports now provide a grand total for sales and purchases across all tax codes making it easier to fill out state sales tax returns. The Sales Tax Summary reports will show a Total for the Sale Value and Purchase Value columns. The Sales Tax Detail reports will show a Grand Total for the Sale Value and Purchase Value columns.

Total Hours on Payroll Activity Detail Report


The Payroll Activity Detail report now has Total Wage Hours worked per employee for the specified date range.

Company File Maintenance


Backup Now Supports Zip File Format


AccountEdge and AccountEdge Network Edition now use Zip compression to create backups of your accounting data. Your accounting software will be able to restore backups from previous versions in .sit format as well as .zip format.

Security Enhancements


Set Company File to Read Only


AccountEdge now offers you an option to set your company file to Read-Only status. If you want the added security of restricting access to add, edit, or delete any transactions in your company file or a copy of your company file, a new security preference, Mark this company file as Read-Only [System-wide] has been added to AccountEdge. If you choose to select this option, the following features will be disabled:
  • Multi-user access
  • Importing of any data
  • Start a New Fiscal Year
  • Adding, Editing, or Deleting Transactions

You will be able to view, analyze and export existing information. Reports and Forms can be customized and printed. You can deselect this preference if you need to have complete access to this company file, for example to replace an existing file.

AccountEdge 2009 New Features


Single User


AccountEdge 2009 is now single-user software


AccountEdge Sign-on window no longer as multiple access choices available. If you need multi-user access to your company file, consider our AccountEdge Network Edition.

New Analytics


Business Insights


Business Insights is a tool that enables you to analyze your business’ current financial situation. It calculates important business ratios to provide current information about profits, turnover, operating balances, etc. Ratios show the relationship of one amount to another. They can be used to evaluate the health of a business by comparing amounts in the current period to previous months in the current year, as well as against the same month in the prior year. The following ratios can be calculated using Business Insights.
  • Gross Profit Margin Ratio: Helps you assess whether your sales revenue sufficiently covers your operating and other expenses.
  • Operating Profit Ratio: Calculates the operating profit made per $100 of sales.
  • Net Profit to Sales Ratio: Calculates the net profit made per dollar of sales.
  • Accounts Receivable Days: Shows the average number of days it would take to collect your accounts receivable at the month’s average revenue per day.
  • Accounts Payable Days: Shows the average number of days it would take to collect your total accounts payable at the average rate of cost of goods sold per day.
  • Inventory Turnover Days: Shows the average number of days taken to turn over inventory.
  • Current Ratio: Shows your liquidity, and your ability to pay debts when they fall due.
  • Profitability Ratios: Shows a range of profit ratios in comparison to sales.

Note: The Business Insights feature is only available on the Mac platforms

New Card List Functions


Card File Action Menu


The Action menu is a shortcut menu for accessing tasks associated with card records. The menu is located in the Cards List window and in each Card Information window. When you click the Action menu icon, a list of actions associated with the card type is displayed. All of the tasks you could previously perform in card windows, such as creating letters and sending emails, can be found in the Action menu. In addition, you can now access transaction tasks, printing tasks, and view the card's primary address location (and get directions to it) through a Google Maps™ link (Internet access required).

AccountEdge now links directly to Google Maps


You can view the card's primary address location and get directions to it through a Google Maps™ link (Internet access required).

Enhanced List Searching


You now have more options for searching list records. You can use filters to search your jobs and categories lists. You can then choose whether to identify results that start with or contain the search term you enter. These are the new filters you can use:

Jobs

  • Job Number
  • Job Name
  • Linked Customer

Categories


  • Category ID
  • Category name

Recurring Transactions


  • Transaction Name
  • Amount
  • Next Due

To search in these lists, select a Search by filter, choose how you want to identify the record (Contains or Starts With), enter a search term in the search field and then press TAB. The list displays only records that match your search criteria. In addition to the jobs and categories lists, the Contains and Starts With options have been added to the cards, activities, items, locations, and recurring transactions lists.

New Forms and Report Options


New Form Customization Tools


The form customization window has been updated with easier to use tools for adding and editing fields and elements on your forms. If you want to edit any field on your form, click Format. The Format window opens. In this window, you can update the properties of any selected field and it will immediately update the appearance of the field on your form. If you want to add a data field, click Fields. The new Add Fields window appears, listing all available data fields. After you insert the field, you can then use the formatting palette to set the properties for each field. The Add Fields window and Format window can be left open on your desktop while you work.

Save more filter settings for customized reports


When you create or use a customized report, the Advanced Filters settings and Finishing settings you select are now saved, in addition to the Report Fields settings. Note that you will need to re-enter the report date range the next time you generate the report.

Print preview forms


The print preview feature enables you to check the details of your forms before printing. Previously, you could only view forms with sample data.
The following table lists the forms you can preview.

Sales (all layouts except Miscellaneous)


  • Quote
  • Order
  • Invoice

Purchases (all layouts except Miscellaneous)


  • Quote
  • Order
  • Bill

Spend Money


  • Cheque
  • Payment notification

Pay Bills


  • Cheque
  • Payment notification

Pay Employee


  • Cheque
  • Pay stub

When you enter a transaction and are ready to print a form, you can preview the form by clicking Print and choosing a preview option. Note that the transaction will be recorded before you preview the form.

New cheques and forms


The software compatible cheques and forms that are supplied with your software have been fully updated and improved. You will notice new item numbers and names for the forms when you use this version of your software. Note that you can still customize and print the forms as you have previously done. To find out more about software compatible cheques and forms, call us at 800 878 3070 or visit the website at http://accountedge.com/forms

Payroll


Retain prior year paycheque information


When you start a new fiscal year, you can now select an option to retain paycheque information from prior years. In the Closed Transactions and Other Entries window of the Start a New Fiscal Year Assistant, select the Keep Paycheques from Prior Fiscal Years option and then select the fiscal year from when you want to keep paycheques in your company file. For example, if you’re closing the 2008 fiscal year, and you want to retain all paycheque data for that year, select FY 2008. After you have saved paycheque details from a fiscal year, you can view payroll reports containing information for the saved periods. Purging paycheque information - If you want to purge paycheques at a later date, you can do this when you purge journal entries at the end of a period or as part of your company file maintenance. In the Purge Journal Entries window, deselect the Keep Paycheques option and purge journal entries as you normally would.

View prior year payroll reports


When you start a new fiscal year, you can now select an option to keep prior year paycheque information. This option also enables you to view saved payroll details in the following reports:
  • Payroll Register Summary
  • Payroll Register Detail
  • Accrual Balance Summary
  • Accrual Balance Detail

Tax Table loading


The Load Tax Table window now has more information available. You can easily see the date of the current tax tables loaded, click Check for Updates to be directed to our website for the latest information available, or click Load Tax Tables if you find that the current tables have not been loaded. If you created a new company file, the tax tables are automatically loaded for you.

Managing Data with Ease


Publish to iCal


If you use iCal to plan your day-to-day activities, you can now publish AccountEdge transaction information in iCal. This enables you to keep all of your tasks and reminders in one application.
  • Publishing a sale or purchase to iCal
  • Publish a recurring transaction to iCal
  • Publishing reminder logs to iCal

These transactions are recorded in iCal as Events, which are entries in the iCal calendar. You can also publish AccountEdge reminder logs to iCal. Reminder logs are recorded in iCal in the To Do list. If you want, you can edit the published details in iCal (such as the due date and frequency), however, these details are not updated in your company file.

Add frequently used windows to a Task list


You can now save frequently used windows in the Task list. You can then open these windows without opening command centres or other windows. Note that only windows that can be opened from the Command Centre or from menus can be added to the Task list.

Security Enhancements


Restrict access to employee information and the Undo Bank Reconciliation function


You can now restrict user access to:
  • Employee information, such as employee payroll and billing details, employee contact logs, and employee reports
  • the Undo Bank Reconciliation function

Restrict access to all employee information: If you want to prevent a user from viewing all employee information, you should also restrict their access to reports that contain employee information.

Lock Periods


You can now set a lock period date. Previously, you could only lock transactions that were posted before a particular month. You can also set a lock period in the next fiscal year. You might do this, for example, to facilitate end-of-year accounting. Previously, you could only set a date within the current fiscal year. You can set lock period dates in the Security tab of the Preferences window.

Create an audit trail entry when editing a transaction


If you have selected the Use Audit Trail Tracking[System-wide] option in the Security view of the Preferences window, and you edit a transaction, the following will occur:
  • an audit trail entry is created that details the changes made
  • the user, the date, and transaction ID is also recorded

Create an audit trail entry when editing a Receive Items transaction


If you have selected the Transactions CAN’T be Changed; They Must be Reversed option in the Security view of the Preferences window, and you edit a Receive Items transaction, a new transaction is recorded that includes the changes you have made. If you have not selected the Transactions CAN’T be Changed; They Must be Reversed option, an audit trail entry will not be recorded when you edit a Receive Items transaction, and a reversal transaction will not be recorded.

Import and export enhancements


Automatch import data


When you import records, you can now automatically match imported data fields to fields in your software. In the Import Data window, click Automatch. The import field names that exactly match the AccountEdge fields are automatically matched in the Matching Import Field column. If there are any fields that remain unmatched, you can match them manually. To reset the window, click Unmatch All.

Enhanced Applescript commands


We have enhanced our Applescript dictionary to allow users and developers to gain access to additional areas inside to make moving transactions and other data into and out of AccountEdge easier.

Company File Maintenance


Company Data Auditor enhancement


You can now view the location of your application and your company file. In the Accounts command centre, click Company Data Auditor. The Company File Overview window of Company Data Auditor appears. The location of your application file appears in the Application Location field and the location of your company file appears in the File Location field. If you want to navigate to the location in the Finder, click the magnifying glass next to the Application Location field or the File Location field.

New-look windows and Online Help


New Look


All AccountEdge windows have been updated to improve navigation and appearance, and to speed up data entry.
You will notice the following changes:
  • The Card ID field has been removed from the Analyze Payables and Analyze Receivables windows to enable you to display large totals without truncating them.
  • You can now use Option+LeftArrow and Option+RightArrow to tab between command centres.
  • If you have set a Mac keyboard preference to move through windows by pressing TAB, you can now tab into the Task Drawer when it is open. See Mac Help for information about this preference.
  • You can access help in any window by clicking the new Help icon or Control+click in any window to view help options.

New-look for the Welcome Window


The Welcome Window has a new look and now supports Apple Command key functions. Select Open to open the company file that was opened last. You can also use Command-O key combination to open the last company file. Select Browse to access the Open window. You can also use Command-B key combination to access the Open window. Select Create to create a new company file for your business. You can also use Command-N key combination to create a new company file. Select Explore to explore the AccountEdge sample company file. You can also use Command-E key combination to explore the sample company. Use Command-Q to exit the Welcome Window or simply click the red X at the top left corner of the window.

Open the Last Company file


AccountEdge 2009 now remembers the location of your company file for fast and easy access each time you open your company file. After you have opened your company file using AccountEdge 2009, the software will remember the company file you opened last. The name of the company file is displayed under the Open button. If the name of your company file is not displayed under the Open button, simply select the Browse button. An Open window will appear for you to locate and select the company file you wish to open.

Updated online help


Online help has been updated to make searching for information faster and easier. To find online topics:
  • click a topic heading in the left side of the window. A list of topics grouped under this heading appears.
  • click Index at the top of the window. An index of topics appears.
  • enter a term in the search field and click Search. A list of topics that match your search appears. Click on a heading to open the topic.

Inventory Options


Moving inventory items between multiple locations


You can move inventoried items that you store in multiple locations from one location to another using the Move Items window. You can access the Move Items window in two ways:
  • in the Item Information window, under the Locations tab, click the Move Items button.
  • select Move Items from the Inventory command centre.

Allow the sale of items with insufficient quantities


You can select a preference in the Preferences window - Inventory view that will allow you to have the balance of the value and the on-hand quantity of inventoried item be less than zero. That is, you can record a transaction in MYOB AccountEdge that will result in negative inventory. When you choose the preference Allow the sale of items with insufficient quantities, you can record a negative inventory transaction. A negative inventory transaction is a transaction that would result in an item with an on-hand quantity and a total value less than zero. Transactions that would result in an item with a negative or zero value with positive on-hand quantity or the alternative -- a positive value with a negative or zero on-hand quantity, will not be permitted.