AccountEdge Tips and Tricks Newsletter

July 2018

Our Newsletter Turns 5 With a New Design 🎂 🎉

Streamline & Declutter Your Company File

If you’ve been using AccountEdge for years and create lots of transactions, here are some tips on how to declutter your company file. Learn how to Purge Data, clean up Cards, and Optimize your file. Be sure to check the videos too: click here to view our YouTube playlist.

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ACCOUNTEDGE WEB PAY

Allow Customers to Pay Online

With Web Pay, your customers create an account where they view and pay outstanding invoices on their account. Direct Pay is a feature added in AccountEdge 2018 and allows you to send your customers a single invoice for payment without the need for a customer login.

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INVENTORY

Item Kits

Item Kits allow you to sell a group of items comprised of different component items without having to inventory the Kit itself. You have the option to display the single Kit and pricing on your printed invoice or to display the Kit components with individual pricing.

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Payroll & Product Updates

June 28th, 2018 - AccountEdge Canada Update

Bug Fixes

June 29th, 2018 - AccountEdge US Update

Philadelphia Payroll Tax Change for July 1st
Federal Supplemental Wage Rate Change
Bug Fixes

Need help loading the latest payroll tax changes? Read our guide for AccountEdge US and AccountEdge Canada.

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