AccountEdge Review

Accounts:

• The Chart of Accounts lets you manage all accounts inside one module
• Choose from 100 default Charts of Account templates or create your own

• One of the benefits we consistently note in our AccountEdge reviews is that it can arrange your daily, weekly, monthly, quarterly and yearly transactions just one time
• Follow a mileage log in AccountEdge that documents and administers  fuel and mileage reimbursements by vehicle or employee
• Easily place journal entries by creating double-entries for asset, liability, equity, income and expense accounts
• Get critical business information via the Company Data Auditor, which also backs up and validates your business file, enables you to lock-down reconciled financial data, documents an audit trail, and runs revisions to ensure your data are in balance.
• Acquire a better outlook with Business Insights (Mac only) as it analyzes important financial information, providing updated  data on profits, turnover, and operating balances between fiscal years

Banking:

• Make purchases without creating a purchase order
• Balance and settle accounts with your bank statements
• Secure money without creating a sales order
• Prepare bank deposits
• Print checks
• Send payment adivsories

Sales:

• Produce sales for items, services, and time billing
• Oversee accounts receivable
• Make Estimates, orders and invoices
• Track retainer, escrow, and trust accounts
• Process credit cards
• Send invoices and statements
• Attach documents
• Mobile, Cloud, and web orders

Time Billing:

• Create activity slips and timesheets
• Track work in progress
• Build an invoice from tracked time
• Create rate levels by employee, customer, and activity

Purchases:

• Track open and closed purchase orders, receive items, and pay vendors electronically or by check.

Payroll:

• With the  Full Service Payroll, you can monitor vacation and sick time, 401K, and health care deductions

Inventory:

• Track inventoried and non-inventoried items. Build kits from individual items. Keep track of item details. Manage inventory locations and counts

Contacts:

• Contact management is easy as you can organize and categorize contact information by customer, vendor, and employee. This speeds up accounting tasks such as  sales orders, purchase orders, and marketing mailings. Attach documents to contacts and set reminders on when and why to get in touch