Designed for academic and self study
Written by an AccountEdge Certified Consultant, these materials are designed to assist new and seasoned users to recognize and implement the opportunities provided by AccountEdge. The emphasis is on management accounting, with over 100 tips and tricks developed while working with hundreds of successful businesses.
We’ve included special additional tips and tricks for upgraders, including those who may have skipped an upgrade.
Each guide is fully indexed and cross-referenced to provide logical access to what you need, when you need it – these are the types of materials that you will want to keep handy for reference. Most businesses grow and change over time, and AccountEdge Business Solutions are designed to grow with you. These guides will show you how.
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Based on AccountEdge Pro, US and Canadian releases, these guides include coverage of important features, including these, and much more:
- Banking features, including:
- Undo bank reconciliation
- Automation of electronic bank reconciliations
- Budgeting process enhancements, including:
- Current and next year
- Importing updates
- Company data auditor
- Ensure integrity with timely data checks
- Combining cards and accounts
- Credit card processing, direct deposit, and electronic payments
- Enhanced forms customization, including invoices, receipts and electronic payment notifications
- Document management
- Saving electronic documents supporting transactions (purchase orders, change orders, etc.)
- Enhanced job costing and departmental accounting
- Integration to online applications, including:
- AccountEdge Mobile
- Time Tracker
- Shopify™ eCommerce
- Inventory management, including:
- Item variations (colors, sizes, etc.)
- Combining items
- Managing multiple locations
- Receiving without a bill
- Selling ‘negative’ inventory
- Mileage tracking
- Payroll processes, including:
- Electronic filing of ROE (Record of Employment – Canada)
- Automatic updates of basic TD-1 exemptions – Canada
- Batch processing and preview
- Expanded time sheets integration
- Pay and reconcile liabilities
- Direct deposit
- Payroll forms service (US)
- eFiling (US and Canada)
- Progress billing
- Sales processes, including:
- Creating sales invoices from ‘special order’ purchases
- Documenting change orders
- Syncing contact information within AccountEdge with your Mac Address Book or Microsoft Outlook
- Password security
- Emailing forms (invoices, statements, purchase orders, reports, and more)
Originally designed for classroom training, these guides have been completely redone to facilitate self-study and quick reference. Content is presented in a logical, step-by-step order, and everything has been carefully cross-referenced. Combined with the comprehensive key-word index, you will quickly find the information you need, when you need it.
Learn how to unleash the power of AccountEdge, stretch its flexibility to the maximum, and let its ease of use make accounting tasks a breeze.
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