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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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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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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 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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