![]() Users can also choose to use the Timesheet function to record any time. ![]() The Time Billing module allows users to quickly create an activity slip for any work done for customers or clients. Multiple sales tax rates are supported, including Canadian payroll and GST calculations. The comprehensive Sales module allows users to process both regular and web orders, track and enter payment details, and even calculate salesperson commissions. AP functionality is completed in the Purchases menu, with users able to pay bill, prepare electronic payments, print checks, and process payment notifications as well as enter purchases, access the purchases register, and print or email or purchase orders in the system. Users can easily setup recurring transactions in Acclivity, using daily, weekly, monthly, quarterly or yearly frequencies. The budget shortcuts option allows users to update budget amount for selected months, and users can also choose to copy budget totals from previous year budgets for quick setup. The accounts list offers users an easy way to enter a new account, edit an existing account, or create a budget for specific accounts. Users can choose from 100 charts of accounts templates or create their own custom chart of accounts, using either a 12 or 13 period year. AccountEdge is compatible with both Windows and Mac operating systems, and a mobile app is available that allows users to access the system remotely and later sync data between the desktop and mobile versions.Īlong with Banking, Sales, Inventory, and Time Billing modules, AccountEdge offers solid GL, AP, and AR functionality. While suitable for all business types, those managing inventory and sales will be particularly pleased with the product’s ability to sync with Shopify Connector to offer online sales to customers. The product includes 100 Chart of Accounts templates that users can choose from, or a custom list can be created if desired. The New Company Assistant is available to guide users through company setup, where users can also choose preferences during the company setup process. To the right of the screen are tabs that take users back to recently accessed functions, as well as favorites, where users can create quick access to frequently used functions. AccountEdge makes good use of navigational aids such as drop-down lists that offer access to various options such as a to-do list, find, which offers search capability, reports, analysis, sync, and lists. The work flow screen offers access to all functions that are related to the chosen function. The main interface screen is easily navigated, with a drop-down menu at the top of the screen, as well as access to system functions such as Accounts, Banking, Sales, Time Billing, Purchases, Payroll, Inventory, and Card File. The default screen when installing the product provides the user with several options, including creating a new company, accessing the included demo company, product support, and process credit cards. Various enhancements have also been added to increase program functionality.Ī free, 30- day demo is available to be downloaded, so potential users can try out the system at their leisure. The 2016 version of AccountEdge offers a long list of new features and product enhancements, including the addition of Web Pay that allows business owners to be paid online, the ability to create leads with the new Lead Tracking feature, and an updated look to both the Sales and Purchases windows. ![]() AccountEdge is available for both Windows and Mac OS x operating systems, and for those who need anywhere access, AccountEdge Cloud offers various data entry and product function options that will sync back to the installed version of the product. Available in two versions Basic and Pro, Acclivity offers potential users a free, 30 day trial, with no credit card necessary, so users can try the product out for themselves. Cloud and mobile add-on need to be synced with desktop productĪccountEdge Pro, from Acclivity offers small business owners the flexibility of a financial management product that also contains excellent inventory and retail/sales management capability, making it an excellent software solution for smaller retailers, and others offerings goods and services.Electronic and online payment processing available.Product can be used with both Windows and Mac users.Intuitive interface and easy system setup.Excellent sales and inventory management capability.
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