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When purging jobs, the selected job will be deleted and removed from all transactions. Purging JobsA new option to purge jobs is helpful for removing unused, older jobs from a large list. Search for JobsSearch for Jobs by number, name and linked customer from the Jobs List window. Filter on transaction type and sale status. Job Transactions Summary ReportThe new Jobs Transactions Summary report provides a list of transactions, including quotes and orders, associated with selected jobs. You'll be able to name the field and custom list labels so they display next to the field on the job information window. These lists and fields are available on reports as well as being used for filters. You might create a list specifically for job type to help differentiate between your jobs. Job Custom Lists and FieldsYour jobs now have 3 custom fields and custom lists that can be used for a variety of things. Jobs List Detail ReportA 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. Jobs With Linked CustomersWhen 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. New Jobs WindowA new job information window includes new custom fields and lists, and more space for the job description. The Jobs Detail and Transaction Journal windows are resizable and scalable. New Scalable WindowsScaling windows will enlarge the columns, enabling you to see longer item names and numbers. Clicking the column header will also sort the columns of these windows. 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. As I said, I support both but I much prefer Accountedge for many reasons.New Features in AccountEdge Basic v7 User Interfaceĭisplay Name and Item NumberDisplay the item name and number at the top of the item information window. And you get a lot more bang for your buck with AE. I also want to mention that Accountedge is exceptional at handling inventory, sales and purchases at the price point. There are workarounds to allow Accountedge to work on a Mac running Catalina.

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Both versions will continue to be updated for both Windows & Mac and are nearly identical in the interface.Īs well there is an IOS ap that is free and can sync with the desktop version.

#ACCOUNTEDGE BASIC RECONCILE ACCOUNTS PC#

The PC version and Mac product are cross platform.

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Secondly, the developers tried to upgrade the product to work with Catalina, but it would have required a total rewrite of the product. It is advised to keep copies before closing a year. First, you can keep up to 7 years of records in one data file. That been said, I wanted to jump in here and clarify some statements that were made in other reviews. I also support Quickbooks, but I am certified consultant for Accountedge. I want to start by saying I am an accountant/software specialist and I have been supporting Accountedge for 30 years. Time Billingīill for your activities based on customer, employee, or activity billing rates.

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Sync existing inventory items for sale online and download online orders directly to AccountEdge. Receive items, pay bills, and send payment notifications.

Purchase OrdersĬreate and track purchase orders and bills. Keep track of vacation and sick time, 401K, and health care deductions.

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Pay employees directly, or sign up for Full Service Payroll. Invoicing & QuotesĬreate quotes, orders, and invoices for services, time, or items sold. Track item locations, variations, and sell online. Keep important information together by attaching important documents, like contracts or agreements, to customer, vendor and employee contact cards. Departments and Profit CentersĮach line item on a transaction can be applied to one department – or split between multiple departments. Manage lead, customer, vendor, and employee contact information. Spend and receive money, prepare bank deposits and electronic payments, print checks, and reconcile accounts. Manage retainer, escrow, and trust accounts. Keep track of asset, liability, equity, income and expense accounts in one place. AccountEdge is available for a 30 day free trial. AccountEdge is all you need to run your business easily and efficiently. AccountEdge is a complete small business desktop accounting and management solution for your Mac or Windows office, with everything you need to create and track sales and purchases, run payroll, track and build inventory, bill for time, and manage contacts.

Accountedge basic reconcile accounts