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The new Command Center window is resizable and adds a sidebar for fast access to recent and favorited windows and help tools. Found in the To Do List, see items that are in need of reorder by Item Name and Item Number. The new fields include are:Įasily reorder low inventory from the Stock tab. These fields correspond to those in the Shipping Details window on a sale. Shipping Fields for FormsĪdd additional fields to your sales forms including invoices, orders, and packing slips to include shipping information. Choose from Mobile, Home, Work, or create your own label to help differentiate numbers on a contact card. Custom Phone Field LabelsĪssign labels to specific contact numbers in the Card File. This is a great way to resend overdue invoices to let the customer know they need to make a (late) payment. If the sale is overdue according to the terms you have set up for the customer, the new Past Due stamp appears on the form. Add this field to your form and print or email an invoice.

Past Due StampĪ new custom field called Past Due stamp is available on sales forms. Set default forms of your choosing for transactions such as Quotes, Orders, Invoices, and more. Filter by date range, vendor, session date, Check/Trans ID number, amount range, and more. Similar to the Customer Payment Detail report, this new report lists payments which you have made to Vendors, and includes which Bills the payment was applied to. Filter by date, customer, amount, payment ID Number, and many other fields. It lists each payment received and which sale the payment was applied to, across a date range. Track down payments and determine which invoices a customer paid off with the new Customer Payment Details report. And if you process credit card payments, using the customer portal will send customers an email with a Pay Now button included for easier customer payments. Email those with overdue balances, or those overdue by a chosen number of days. Send customizable statements to customers by group. Mass Emailing of Statements (AccountEdge Connect) Price levels, quantity discounts, and customer item discounts are automatically applied based on the customer and item being sold. You can use the Connect to choose which items are available, which customers are permitted to place sales orders, and require a credit card payment or other payment option. Online Customer Orders (AccountEdge Connect)Ĭustomers can place a Sales Order via AccountEdge Connect’s customer portal. If a transaction was created mistakenly using the tax liability account, this report compares tax collected to the linked sales tax liability account for a given period of time to identify any discrepancies. Tax Information Reconciliation Detail and Summary Reports This report shows the debits and credits to each account –– by line –– and the entered and default tax code used. Identify transactions whose tax code changed from the default, grouped by income account, on a line-by-line basis. Sales Tax Report TabĪll sales tax reports have moved to their own unique Sales Tax tab in the Index to Reports, making it easier to find and manage all fourteen reports. Sales tax reports include a new section that breaks out purchases for which you may owe Use Tax. This type of tax code doesn’t add tax to the transaction, but tracks the tax that you would owe for Use Tax. Use Taxĭepending on where you live, you may be required to track and pay sales tax on purchases where a vendor did not apply tax on that purchase. By default, the tax code you have associated with a customer or vendor will automatically be applied to all five addresses. This way, if you are shipping to an address that is taxed differently, the appropriate tax code will populate your sales and purchases. Tax Code Default per Card AddressĪssign a unique tax code to each of the five available address records on customer and vendor cards.

If you have many sales tax regions and codes to keep tabs on, we’ve extended the character limit to 10 characters, which will even let you name your tax codes for more easier identification. It’s easier to manage your tax requirements with longer tax codes. Quickly analyze your state-by-state sales to see in which states you need to file taxes with these new reports: Need to report and file sales tax in multiple states? Our new set of sales tax reports let you filter by state, choose all states, and include sales without a state associated with them.

Reconcile quicker, easier and more often. Connect your checking and credit card accounts in AccountEdge to your checking, savings and credit card providers. Automatically import bank and credit card transactions from over 12,000 financial institutions.