AccountEdge Pro

Mobile access

AccountEdge Pro includes AccountEdge Mobile, a mobile app that lets you perform key business tasks on your iPhone or iPad while you’re working on the go.

You can view and add contacts, enter service orders and quotes, record expenses, check activities, and then return to the office and sync all the data back to your desktop AccountEdge.

AccountEdge Mobile syncs with AccountEdge v11 using Dropbox - the free and secure web-based hosting service.*

Record sales

Create quotes, orders and invoices - including items, jobs and GST – and send to customers on the spot.

Simply type in the customer’s name along with your credit terms, enter the items or services you’re selling and hit sale to complete the quote or sale. You can save sales as recurring transactions and print, send and save as an invoice PDF - with as much or as little information as you want.

Not only does this feature help you tackle the paperwork straight away, it keeps your cash flow ticking over.

Enter Expenses

Enter and track your business expenses as you spend money or make purchases.

Picture the scene: you’re on the road; you’ve met the client and the job’s agreed. Now you want to purchase materials on the way back to the office.

AccountEdge Mobile gives you the tools to take care of it all – at a time and place that suits you.

Create activity slips

Bill for your time when working at a job site. Select an activity, enter hours or units, and include which job the work is for.

It’s all about helping you be more organised so when your mobile device syncs to your desktop, everything’s in place to create your invoice.

Manage contacts

Access and edit information for all your contacts.

Whether you’re on the road, at a job, or stopping off for coffee, AccountEdge Mobile puts all your contacts at your fingertips. So no matter where you are, you have the complete transactional history of everyone you do business with, which is a life saver if you need to send a friendly invoice reminder.

Sync with AccountEdge

Sync your iPhone or iPad with your desktop version of AccountEdge.

When there are new records, transactions or other changes that are ready to sync back to your desktop, these will appear in the To Be Synced list on your device. The records you select to be synced are sent to Dropbox, ready to sync to your company file.

Then when you’re back at the office, open AccountEdge and use the Device Manager to sync your mobile information from Dropbox.

Quotes and Invoices

From quotes to invoices and receipts, the entire sales process can be managed through the Sales centre.

Start the ball rolling by creating your personalised quote. Once accepted by your client the quote can easily be turned into an order or invoice when the job is completed.

And if you’re working on a big project?

AccountEdge Pro also gives you the flexibility of Progress Billing to invoice by the percentage of work completed, dollar amount, individual task, or remaining value for each stage of work, right through to job completion.

Payments and receipts

Getting paid on time is a balancing act that requires good planning, full visibility, and flexibility.

With AccountEdge Pro, it’s easy to track what’s owed to you and when you should be paid. The Sales Register window contains your sales transactions organised into five categories – All Sales, Quotes, Open Invoices, Returns and Credits, and Closed Invoices.

You can assign prompt payment discounts and late fees so they’re added to client transactions or accounts automatically – one less thing to manage!

To reduce the risk of unpaid or over-extended accounts you can even set credit limits. You’ll receive a warning if a customer exceeds their credit limit and you can also place a hold on sales when the credit limit is reached.

Create a visual identity

With AccountEdge Pro, your documents will have a professional ‘on-brand’ appearance.

It’s easy to customise your reports and forms to match the identity of your business by editing headers and footers, adding text, shapes, pictures and watermarks. Extensive graphics and font handling give you the flexibility to create personalised PDF invoices, statements and receipts.

Keep in control

With AccountEdge Pro, you’ll always be able to keep track of what you buy and sell, what’s in stock, and what’s on order.

As well as viewing what’s on hand, the items list compares physical and counted stock, purchase costs, and selling price.

It’s a flexible system that also lets you assign descriptions, images, and custom tags to stock, and buy and sell in different units.

Monitor stock components

While you’re monitoring the levels of your stock, you can stay on top of the individual components that combine to create your stock. If you use a number of components to assemble one stock item / product (for example combining a bottle of perfume, lotion and bath salts to make up a gift pack), the inventory system allows you to track those components during the assembly process.

It also helps you co-ordinate the delivery capacity of suppliers to ensure there’s adequate warehouse space for the items on order.

Manage multiple pricing

Having the flexibility to set special prices and offer discounts for large orders helps maintain a loyal customer base.

AccountEdge Pro automates these processes, letting you manage multiple pricing levels (either on a permanent or one-off basis), assign them to customers, and offer predefined discounts for bulk orders.

AccountEdge Pro also lets you see the gross profit on item sales and adjust prices on the fly, before you commit to recording the invoice.

Stay on track

You can easily generate a range of reports to give you a quick overview of your key areas of inventory.

The Analyse Inventory Summary report serves as your order book, with a list of sales and purchase orders for all or selected items.

The Items List Summary report displays on-hand quantities, total value, and current average cost price. It helps you compare your total inventory value to the total of your inventory asset accounts.

The Price Summary report acts as your price list and is great for sending to customers. You can also convert it to HTML and post it on a company intranet or online.

Simplify GST calculations

Complex GST calculations are a thing of the past – AccountEdge Pro does all the hard work for you.

It can calculate and track your Goods and Services Tax (GST) on a cash or accrual basis.

Once you’re ready to hand your data over to the IRD, you can event submit your GST online.

Quotes and invoices

From quotes to invoices and receipts, the entire sales process can be managed through the Sales centre.

Start the ball rolling by creating your personalised quote. Once accepted by your client, the quote can be turned into an order or invoice at the click of a button. Finally, once payment is received you can quickly issue a receipt. Any of these documents can then be printed off or emailed from within the system.

Track payments

Getting paid on time is a balancing act that requires good planning, full visibility and flexibility.

With AccountEdge Pro it’s easy to track what’s owed to you and when you should be paid. The Sales Register window contains your sales transactions, organised into five categories – All Sales, Quotes, Open Invoices, Returns and Credits, and Closed Invoices.

You can assign prompt payment discounts and late payment fees so they’re added to client transactions or accounts automatically – one less thing to manage!

To reduce the risk of unpaid or over-extended accounts you can even set credit limits. You’ll receive a warning if a customer exceeds their credit limit and you can also place a hold on sales when the credit limit is reached.

Take control

You can easily manage your own purchases and track and pay expenses, so you always know exactly where you stand.

Using the Purchases window you can make bill payments to suppliers and creditors, as well as review and approve expense claims, with just the click of a button. The Bank Register is the fast way to arrange and record your ongoing business operations costs (like rent).

Tailored reports

Choose from a range of customisable reports designed to provide insight into key areas of your business.

Reports are organised into groups – Accounts, Banking, GST/Sales Tax, Sales, Purchases, Inventory and Card. You can select how to display your reports, filter the amount of information, and customise the detail contained within them to suit your individual needs. You can also export your reports to other file formats like Excel® and PDF.

Options like budgets, jobs, and categories help you to set goals and measure your progress along the way.

If a visual snapshot is more your style, an enhanced Business Insights Dashboard gives you a broader overview.

Know your bottom line

The Business Insights Dashboard puts key information at your fingertips, enabling you to make fast and informed decisions.

In one place you can view a summary of:

• Key financials
• Current profit and loss
• Who owes you money
• Who you owe money
• Your available cash

All of this information can feed into your budgets to save on time and increase the accuracy of your forecasting.

You can customise the information displayed by adding or removing different panels, and save as an image file, or copy as graphs or a table.

Create a visual identity

With AccountEdge Pro, your documents will have a professional ‘on-brand’ appearance.

It’s easy to customise your reports to match the identity of your business by editing headers and footers, adding text, shapes, pictures and watermarks. Extensive graphics and font handling give you the flexibility to create personalised PDF invoices, statements and receipts.

Look after your assets

AccountEdge Pro helps you manage two of your most important assets – your customers and your suppliers.

Get closer with CRM capabilities that enable you to keep a contact log for each client, create reminder alerts, and sync with Mac Address Book to create contact groups for bulk emailing.

Track all of your customer and supplier interactions, including payment histories and add details like bank account numbers, tax and currency information to help with invoicing.

When you’re on the hunt for a specific client, supplier or item you can search by name, description or item number to save on time. You can quickly sort and group by data attributes and list results in ascending or descending order.