NOTE: For access to all the latest features available in AccountEdge Connect, be sure to use the latest version of AccountEdge Pro. Many small businesses start with invoicing or off-the-shelf accounting. AccountEdge provides two pricing plans for AccountEdge Basic and AccountEdge Pro. Sync new contacts and changes back and forth with AccountEdge Pro for seamless integration. The simplest programs help you pay bills, prepare invoices, calculate sales taxes. For that you’ll need AccountEdge Pro, which comes with a premium price tag and includes a host of features unnecessary for the majority of. The low battery symbol () appears when battery power is nearly exhausted. The calculator turns off automatically 8 to 17 minutes after it was last used. Pressing S again turns the calculator off. Assign wage categories for employee payroll.Ĭontacts - Create and manage your lead, customer, vendor, and personal contacts. AccountEdge Basic doesn’t offer anything like this. Table 1-1 Basic Functions Functions Display/Description Turn calculator on/off (page 16). Track Billable Time - Enter Activity Slips and Time Sheets, track time worked on jobs with both billable and non-billable activity slips. Create Spend and Receive Money transactions, receive a payment and Pay Bills. Apply jobs to each line of a transaction. Spend and Receive Money - Enter expenses, checks, credit card purchases, and cash spent. Web Pay - Email your invoices with a Pay Now button so your customers can pay you online securely with a credit card. ![]() Enter Bill Payments against existing outstanding payables. Record Purchases and Bills - Track purchases by creating bills, orders, and quotes for item, service, professional, and miscellaneous transactions. Charge Convenience fees (if allowed in your area).īulk Payments - Charge credit cards in bulk for recurring sales and other accounts receivable transactions. Add payments, or charge credit cards, to any accounts receivable transactions.Ĭustomer Portal - Create a Customer Portal URL and customize the My Account Page for customers to view open sales, make payments, take credits, and update credit card details.īilling Schedules - Create Billing Schedules for setting up recurring sales transactions with customized frequencies, set the Schedule Date and Start Date, and define variable or fixed item quantities per invoice. Apply jobs to line items, use default tax rates, and other sales details from AccountEdge. Enter Sales - Enter quotes, orders, and invoices, for item, service, time billing, professional and miscellaneous sales, and create credit memos.
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