![]() The AccountantLink feature also allows transfer of accounting data to the outside accountant. When closing a year the user has the ability to purge data to reduce the file size.ĭata Transfer uses the import/export feature listed on the file menu using Tab-Delimitated or CSV files. Security is organized by two levels system wide which includes locking open periods and user security that is restricted by access to specific menu options. Reporting capabilities are further enhanced by ODBC capabilities built into the product. Reports can be filtered, report fields can be or removed, and reports can be printed, e-mailed, saved in various formats including PDF, Excel, CSV, HTML. Reporting is available from the command center and is organized by category. There are no Remote Access or hosted versions availableĭashboard Overview is not included charts and graphs are available as menu options. AccountEdge also supports online bill payment to facilitate ACH transfers and offers integration of merchant services with the AccountEdge processor. Standard inventory reports for management purposes include an Inventory Value Reconciliation (Book to Physical report), pricing analysis, and stock alert.Į-Features allow the users to perform sync with iPhone and/or iPads with their desktop but this feature is not available for android devices. AccountEdge only supports the average weighted inventory valuation. ![]() The Auto Build feature enables the user to create a bill of materials that can be used to “build” and item for sale. Inventory and Purchasing features included the support of multi-location inventory and committed inventory (pending orders). There is no integration with external databases or third party vendors. Point of Sale functionality is available with the Checkout POS software however this integration is only available for the Mac version.Ĭustomer, Vendor, and Employee Management is supported by a “card” file feature within the program. In addition to processing quotes, progress billing and orders in-house, AccountEdge can also process Web Orders if linked with Enstore a web based solutions that synchronizes both order and items with AccountEdge. Various Sales, Point of Sale and Shipping Features are also available. ![]() Multi-Currency functionality is included in the software exchange rate updates are performed manually by updating currency exchange rate in the list menu. If the option is enabled, the resulting report is easy to read and lists the change date, User ID, and describes the change made. The AccountEdge Audit Trail can be turned on or off. When using Sure Payroll, journal entries are sent to AccountEdge to record the payroll transactions. AccountEdge offers integration with Sure Payroll for those interested in a web-based payroll option. Time can be entered manually or use the Time Tracker add-on to support web time entry, costs for this add-on are based on the number of users and range from $10.00 month for 1 user to $100.00 per month for up to 50 users. Support agreements start at $249.00 per year for one user. Payroll can be processed in house a support agreement is available to insure that the payroll tax tables are current. Five digit account numbers are requiredand the first digit is assigned a 1 -9 depending on the type of account (Asset, Liability, Equity…) Once a period is closed, no further changes can be made. Users can close periods, or keep up to 26 periods open concurrently. The program is designed so that company files can run on either a PC or Mac, enabling users to pass files between the two versions for ease of use with accountants or when converting platforms.ĪccountEdge uses periods and has a 13th period to be used for yearend adjustments. Menus are also at the bottom of the screen for To Do List, Find, Reports, Analysis, Sync, and Lists.ĪccountEdge is available in a Mac version that has generally the same look and feel of the Windows version. A sidebar lists most recent screens viewed and a favorites list. ![]() The screen is very clean and uncluttered, it is organized by function with Command Centers (Accounts Banking, Sales, Time & Billing, Payroll, Inventory, and Card File) and selecting a command center changes the screen to related activities and reports. Audit Trail can be disabled, but only by administrator-level usersĪccountEdge, formerly known as MYOB.This program is easy to understand and the uncluttered screens are easy to navigate. From the July 2012 Review of On-Premises SMB Accounting Programsīest Fit: AccountEdge is a good fit for many small companies and especially those companies that require multi-location inventory, multi-currency, or need a program that is designed for a Mac.
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