![]() The Card File feature in AccountEdge Pro allows users to manage all customer and vendor related activity from a single location. Users who choose to use the payroll module will need to subscribe to the Payroll Tax Service, or utilize the full-service option. AccountEdge Pro also includes a complete payroll module that uses a payroll assistant to streamline the entire setup process. The Purchases module also handles AP management, so users can create a purchase and pay the bill when due, with payment options including standard check runs and online payment options. ![]() AccountEdge Pro supports multiple tax rates, including Canadian payroll and GST calculations and the Purchase Order module allows users to easily create a purchase order, with the ability to track both open and closed purchase orders. Recurring invoices are also supported in the application. Users can easily record customer payments to a single invoice or apply payment to multiple invoices, and those who use retainers will appreciate the automatic updating of account balances after any client transaction or payment. For those who operate an online store, AccountEdge Pro syncs with Shopify for easy management of online orders. The Sales module allows users to create a quote for a customer, process both sales orders and invoices, and track time for accurate client billing. AccountEdge Pro also includes excellent budgeting capability, with users able to create a separate budget for all existing accounting, create period-specific budgets and copy previous year budget numbers when creating a new budget. An option to import a current chart of accounts is also offered, as is the option to create a chart of accounts from scratch. ![]() Users can also access reports, search for a particular item, sync the application, and access lists from this screen as well.Ī To-Do list can be accessed from the main screen and access to the card file allows users to create a variety of card types for customers, vendors, employees, leads, and any other category needed.ĪccountEdge includes more than 100 chart of account templates to choose from during the setup process. To the right of the screen is a list of recent activity as well as links to favorites along with easy access to the AccountEdge Help Center. Choosing a feature icon will display the features found in the module chosen. The latest version of AccountEdge offers both tax and reporting updates along with the option to mass-email customer statements using AccountEdge Connect, which is designed to offer online access to the on-premise application.ĪccountEdge Pro includes an intuitive user interface that provides a list of features in the menu bar at the top of the page. Scalable, AccountEdge Pro offers flexible deployment options including on-premise deployment, the option to host on-premise applications remotely, as well as two products that offer cloud accessibility. While some reviewers praised its user-friendly interface and great invoicing services, one user mentioned that some of its workflows could be more intuitive.From the 2020 reviews of small business accounting systems.ĪccountEdge Pro is a good fit for small to mid-sized businesses as well as growing businesses. On TrustRadius, the software has a 6.9-star rating based on more than 30 reviews. Many users cited ease of use and flexible reporting tools as highlights, while some noted their disappointment with its customer support and subpar search functionality. On G2, AccountEdge Pro has a 3.7-star rating based on more than 20 reviews.
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