AccountEdge Hosting for your Business

Access, organize and manage your financial data on any computer, anytime, anywhere on secure servers with daily and weekly backups insuring data integrity and minimizing downtime.

 

AccountEdge Hosting Service Benefits:

AccountEdge Hosting service allows users to access AccountEdge accounting software anytime from anywhere as a local desktop interface would provide. With guaranteed uptime and high speed access, it provides for real-time simultaneous remote access to the AccountEdge software and data files. The key benefit of AccountEdge Hosting service is the ability to increase revenue by serving more customers, in more locations, with less travel time and travel expense. Most importantly, AccountEdge Hosting service enables the conduct of the business in the most optimized way, as it not only allows you to serve more clients but at the same time handle them effectively and efficiently. It is also a great solution for any size business that has multiple offices and/or staff working remotely.

AccountEdge Hosting Services - Anytime Anywhere Access:

AccountEdge Hosting allow you to access your file(s) from multiple locations as well as by many users simultaneously thus providing a truly collaborative experience. This makes you independent of your local network as far as access is concerned. The most obvious benefit of remote service is the high speed online response of the AccountEdge application. This is because the application is installed and running on our latest highly optimized servers allowing you to access the files from anywhere.

Benefits of AccountEdge Hosting service are:

• Anytime anywhere access
• Instant connectivity
• High speed connectivity
• Full featured remote access
• Multi-user access

Reduce IT Infrastructure Costs with AccountEdge Hosting Service:

With AccountEdge Hosting Services you do not have to install any versions of the AccountEdge on any of your systems, as they are installed and run on the terminal servers. (You do need to own a license of AccountEdge) AccountEdge Hosting on the Terminal Servers makes it independent of the local computer system requirements, you need not invest in continually upgrading your IT infrastructure. My Accounting Cloud application hosting services uses the latest Microsoft Windows Server 2008 for AccountEdge Hosting, which provides you the highest uptime and ease of access.

My Accounting Cloud AccountEdge Hosting service allows you to:

• Host all versions of AccountEdge
• No additional IT infrastructure needed
• High access speed as compared to your local network

Access full featured AccountEdge:

AccountEdge Hosting on our AccountEdge Terminal Servers enable you to access full features of the latest AccountEdge application and for any version of the program you might have installed. Also you might be running various versions of the AccountEdge software which My Accounting Cloud can support in a hosted environment. Hosting not only saves on the time and effort of the installation and technicalities for different users, all of them can be run on just one hosted system. Since we host the same version that you are normally using and licensed to use, you do not have to learn anything new for online and remote access.

AccountEdge Hosting with My Accounting Cloud helps you to:

• Use the latest version of AccountEdge or prior versions
• No feature loss while moving to hosted applications
• No additional learning on your part
• Latest updates automatically incorporated

My Accounting Cloud hosting supports:

• All major Add-ons
• More security as Add-on also hosted on the terminal servers
• Easy and trouble free integration of various versions of AccountEdge with latest Add-ons

Security And Reliability with AccountEdge Hosting Service:

Security of your data and files is unquestionably most essential to your business. Threat to data security can occur either due to laxity in data transfer in the network or threat to the server storage features. Data backed up locally may suffer if the data lost accidently or due to spywares or viruses. AccountEdge hosting service allow the storage of data in the safest way possible. The data of your application is saved in our highly protected data centers regularly as well as there is multiple backups of your files. Besides that, data transfer is also safe as it is enabled through highly encrypted data transfer protocol. Further, you have the reliability of My Accounting Cloud heavily protected data centers as well as confidentiality that your data is only accessed by you.

Services that comes with AccountEdge Hosting Service are:

• Always on monitoring
• Multiple backups
• Daily backup for increased data safety
• Highly protected data centers
• Password Protected Access
• Remote support

AccountEdge Hosting Service comes with a proactive 24/7 system monitoring and customer support service to help you troubleshoot any problems being faced by you. Your call or message for support is responded to within seconds.

AccountEdge Remote access allows you to have:

• Domestic United States support
• Contact through telephone, email or online chat
• Prompt response and troubleshooting

AccountEdge Hosting for your Clients

Real time, multiple-user access provides financial professionals with the ability to instantaneously review client data and update books without the hassle of file exchange.
Our white label solution: integrated customization of My Accounting Cloud for your business brand creates a seamless user experience for your clientele.

 

AccountEdge Hosting for your Business

Access, organize and manage your financial data on any computer, anytime, anywhere on secure servers with daily and weekly backups insuring data integrity and minimizing downtime.

 

Sell your products, online

Enstore is a web store that allows you to sell your products online. Hosted and affordable, it is simple to set up, and comes with several beautiful store templates. Manage your products in AccountEdge, adding pictures and descriptions. Then sync with Enstore and you are ready to sell, online.

More ways to track information about your items

The introduction of Enstore brings a wealth of new item details you can keep, whether you have a web store or not. Track the weight of an item in pounds or kilograms, and associate a brand with an item. Attach up to three images to an item, which can be synced with your web store. User definable tags help to further organize your items.

Find your profits on a sale, as you make it

Quickly learn the profitability of a sale with the Show Profit Analysis button. It shows gross profit, margin, and cost of each item you are selling and for the entire invoice. Change the price per unit to see how it affects your margin and profitability. You can show profit analysis from an order, quote, or an invoice.

Auto Update

Auto update automatically checks for any new software and payroll updates.

Backup in .zip format

Backup your file in .zip format to share your file with Windows users.

Sort columns in bank rec window

Enhanced usability in the bank reconciliation window allows for sorting of all columns. Sort by check #, date, payee, deposit and withdrawal amounts to quickly find a check.

Print bank deposit slips

The new Prepare Bank Deposit window will save you time by printing out your bank deposit slips, while taking into consideration cash back on deposits, total cash, total checks, and number of items deposited. Purchase accompanying deposit slips that come pre-printed with your account information, and take your deposit slips right to the bank.

Easier commission calculation

Improved Customer Payments by Salesperson report: add invoice number and invoice date fields to assist with calculating commissions.

Gross pay on pay checks

Add gross pay and year-to-date gross pay on pay stubs and pay checks.

List searching improvements

Search with more speed and more efficiency on 'select from' lists, such as when choosing a customer when filling out an invoice. When creating a sale, purchase, or working in the sales and purchases registers, adding the Starts With or Contains modifier to your search will help you find what you're looking for faster.

New welcome window brings better usability

The welcome window comes with a new design that makes it easier to open your company file with the new Open Last file function. Open Last displays the last company file you opened, allowing you to start working with a single click. The new welcome window also lets you quit AccountEdge with the Command+Q short cut.

New payroll report

Track the number of hours worked for hourly wage categories with the Payroll Activity Detail report.

New payroll tax update tools

Better tools for managing payroll tax updates, including notification of new tax tables.

Improved sales tax reporting

Sales Tax Reports provide a grand total for sales and purchases across all tax codes.

Better forms typography

Set a default font and font size for forms.

Getting Started

100 custom business templates

The New Company File Assistant helps you get your company file up and running in minutes. Choose from one of 100 editable business templates to start with a Chart of Accounts that matches your business, or create your own from scratch.

Get help right from AccountEdge

Learn the basics of accounting with our Accounting 101 Guide, and use AccountEdge's assistants to help you create your company file, set up preferences, and enter opening balances.

So many ways to get help

The Help menu gives you the choice of going to our website for help or searching the help files included in AccountEdge. Most windows in AccountEdge also include the Help icon, which displays information related to whatever section of the software you currently inhabit.

Online manuals

The User Guide and Getting Started Guide are installed and accessible from the Help menu. Of course, you can always seek help from the support section of this website.

Accounts

Keep your information secure

The Company Data Auditor found in the Accounts command center lets you keep your important financial information in top condition. Use it to learn important information on your company file like size and location, troubleshoot problem areas such as imbalances in your receivables, and review changes made to the company file (and learn who made the changes).

Quickly find your file

Open the Company Data Auditor and click the magnifying glass icon next to the Application Locator or File Location fields and a new Finder window will open, bringing you to the location of your AccountEdge application or company file.

Easy import/export

Use auto-match to import files with header records in any order with simple one-click matching to speed the process.

Business Insights

Business Insights calculates important financial ratios, providing current information about profits, turnover, and operating balances.

Budget for 2 years

Budgets can be entered from a single window that displays all balance sheet accounts together on a single window and all profit and loss accounts on another. Shortcuts allow for the current year budget to be copied into next years budget so that only minor alterations have to be made, rather than spending time starting on a fresh budget screen.

100 custom business templates

The New Company File Assistant helps you get your company file up and running in minutes. Choose from one of 100 editable business templates to start with a Chart of Accounts that matches your business, or create your own from scratch.

Banking on AccountEdge

The banking command center lets you write and record checks, prepare bank deposits, print receipts, and reconcile your accounts. Use it to see all your important banking information at a glance, including your running balance and all transactions within a specified date range.

Print checks

Easily print a batch of checks or use the Advanced Filters option to find and reprint a check or change payment details. Use customized check forms or purchase preprinted checks that are designed by our forms professionals.

Undo reconcile accounts

Already imported and reconciled your online statement, but you made a mistake? Undo reconciliation lets you go back as far as you need to go to fix the error.

Make electronic payments

By signing up for Business Services, you can pay vendors electronically with our Vendor Payments service and make electronic deposits of your employees' paychecks with our Direct Deposit service.

Import online bank statements

Import your online bank statements into the bank register to reconcile your accounts easily with the Get Statement button. AccountEdge supports most online statement formats, including OFX, QIF, QFX, and OFC. Your transactions will be automatically matched to those already entered.

Sales

Quote to order to invoice

AccountEdge's sales command center covers the entire sales process: prepare a quote for a customer, then turn it into a work order with one click. One more click turns the order into an invoice, which can be customized and then emailed or printed for delivery.

Creative forms designer

Design your own forms with the creative forms designer. Pick the layout that's right for your business: service, item, professional or time billing. Then choose from a list of form fields and design options to create invoices, statements, and other forms that reflect the style and professionalism of your business.

Email or print forms

Create a quote, invoice or statement, then use the Print/Email Statements or Invoices options to have a physical copy to provide your customer or an electronic copy to send to them, saving both time and postage.

Track your income with 50 sales reports

AccountEdge includes 50 sales-related reports to help you analyze your businesses income. Reports are customizable, can be exported to Excel, HTML, viewed on-screen, emailed, or exported as a text file, and added to your reports menu for quick access.

Job tracking

Jobs allow the user to keep accurate and detailed records of projects – with jobs you can link to specific customers, track reimbursable expenses, and analyze profit and loss for a job.

Time Billing

Track and bill your time

Track and bill your time with the Time Billing command center, using multiple billing rates, tracking chargeable and non-chargeable time, and billing in hours, increments of hours, or units.

Track and report on time

Time billing in AccountEdge is integrated with your Payroll, so you can send all of your employees' time tracked directly to the Process Payroll Assistant. You can also track all aspects of time captured with 15 Time Billing reports. AccountEdge includes productivity reports that compare time tracked to time billed and alert you to rate exceptions.

Enter timesheets

Employee time tracked with timesheets flows to invoicing, job tracking, and payroll. Using timesheets, you can quickly calculate employee pay, and you can also create activity slips based on timesheet entries.

More choice for activity slip entry

When creating an activity slip, choose the activity, customer, or employee billing rate. Manually enter time onto a slip directly, or make use of the integrated timer. Create slips individually, or create them on a timesheet or even directly on an invoice. When creating invoices, you can include the standard brief description or the detailed notes from your activity slip.

Flexible setup of activities

Set billing rates on your contact cards, allowing for multiple billing rates: customer, employee, or activity. You can also make activities hourly or non-hourly, and chargeable or non-chargeable, all when creating an activity slip to track time spent on a task.

Purchases

Manage your accounts payable

Use the Purchases command center to keep track of purchases and payables, automatically calculate taxes and volume discounts, easily enter returns or adjustments on - or apply refunds and payments against - purchase orders. You can pay bills electronically using the ACH system, or print out fully customized checks and then send your vendor a payment notification.

Print 1099 and 1096 forms

Setup a vendor and choose to report payments to a 1099, and at the end of a year, AccountEdge automatically calculates the amount(s) to be shown on the 1099 forms and under which categories the amount(s) should fall.

Print/Email payment notifications

Use the Print/Email Payment Notifications feature to send your vendors a statement showing that you are sending payment for a purchase order or group of purchase orders. If there is a dispute as to when a payment was sent and for what items or services the payment covers, a payment notification is a quick, easy way to help resolve the issue.

Make payments to vendors

Use the Open Bills tab of the purchases register to find out which vendors you owe, and then open the pay bills window to write checks against your open bills. When you fill in the vendor field, you can choose which bills to pay and exactly how much to pay for a given vendor right in the pay bills window. Once you record the check, click Print Checks to choose which checks to print, and then email your vendors payment notifications to let them know their payment is on the way.

Payroll

Process Payroll Assistant

The Process Payroll Assistant streamlines payroll as it walks you through the payroll process. Set up your payroll with automatic income, deductions, accruals, and expense tracking. You can set your employee pay rates as hourly, salary, or commission with the Payroll Easy Setup Assistant. Edit paychecks directly from the assistant, then record and process. Deliver pay stubs by email, or print them out.

Vacation and sick leave tracking

Set up AccountEdge to automatically accrue vacation and sick time, and then deduct that time as it’s used to provide your employees with a running total of available time off. Use the Accrual Balance reports to provide a quick overview of time used and time remaining and add notes within the Leave Tracking Information module to further define what the time was used for.

Enter timesheets

AccountEdge's timesheets look and function like paper timesheets, tracking an employee's hours worked, vacation and sick leave taken. If you use Time Billing, you can also create activity slips based on timesheet entries.

DIY...

Do it yourself. AccountEdge’s Payroll command center gives you the tools you need, from timesheets to W2 forms. Add on support for payroll tax updates, eFile Service, and Payroll Forms Service, and you’re in total control of your payroll. Screenshot. Additional fees may apply.

...or Don't

Full Service Payroll is an integrated, online payroll processing service that lets you save time, save money, and stay in control. Outsource your payroll to Full Service Payroll and let someone else do the work. Additional fees may apply.

Prior year reporting of payroll info

No one likes having to dig for old data. AccountEdge lets you store payroll information from prior years so that you don't have to restore from a backup.

Inventory

Manage your inventory

AccountEdge’s powerful Inventory command center allows for total inventory control: multiple pricing levels, kit-building and negative inventory. Receive inventory into multiple locations, whether it’s different shelves in a warehouse or different warehouses altogether. You can even keep a digital photo of each item for easy reference.

The Items Register

Open the Items Register and get a picture of your inventory: where it came from, where it is, and where it is going. The Items Register lets you check your inventory levels, build items, and adjust inventory.

The Items List

The Items List gives you total control of your items: add descriptions, locations, and a photo of each item.

Receiving inventory

When a shipment of inventory arrives, not all of the goods always come in at once. AccountEdge lets you place an order, receive inventory against the order, track what inventory is still outstanding to be received, and create a bill for the outstanding goods, all while maintaining a connection with the original purchase order.

Buying details

Track buying details for your items like standard cost, last purchase price, and units of measure when purchasing. You can link a primary vendor to each item for reorders, and a minimum level before you want an alert to tell you to restock.

Selling details

Create selling details, including base selling price, selling units of measure, and 6 pricing levels with 5 quantity breaks each for a total of 30 different selling prices for each of your items.

Count inventory

Open Count Inventory from the command center to quickly adjust the quantities of your items so they match the actual quantities in stock. If you use locations, you can group your inventory list by item or by location.

Inventory locations

Whether inventory items are organized by bin, on shelves, or in different warehouses, you can find out how many you have and where they are by location. Use the Move Items window to shift your inventory from place to place, and even build reports sorted by location to learn sales, purchase prices, and more.

Build kits

AccountEdge automates the build process, making it easy to combine multiple items and build them into a finished item with Auto-build. You can set minimum levels so that when an item necessary for building another starts running low, you will be given an alert that you need to replenish that item.

Enhanced search of the items list

AccountEdge comes with an enhanced search that lets you search by a number of fields. For example, choose to search by Item Name and only items that contain the keyword you use will show up, saving you the pain of the old search and scroll technique.

Contacts

Contact management

Track important customer, employee, and vendor information and sync with Mac OS X Address Book. Keep contact information, employee details, selling details, jobs, and even add pictures. View maps and get turn-by-turn directions to meet with your customers and vendors with Google MapsTM integration.

Contact cards

Use cards to track information on your customers, employees, vendors, and personal contacts. Cards hold a tremendous amount of information, including a billing address and five ship-to addresses, each with three phone numbers, an email address, web address, and fax number. You can attach a picture to each card, and sync your entire card file with Mac OS X Address Book.

Daylite AccountEdge Connector

Use AccountEdge to run your small business. Use Daylite to elegantly manage customer relations with shared estimates and contact management.

Reminder log

You can create reminders using AccountEdge's Reminder Log, and then display them by customer card. Remind yourself to follow up with a customer on a sales call by creating a reminder. Then sync your reminders with iCal's To Do list.

Create personalized letters

Form letters are a great way to get your point across, whether it be advertising, collections or just a thank you note. Use the Create Personalized Letters feature to easily send the same letter to one, or many contacts on your list and let AccountEdge fill in their name, address and other information automatically.

Identifiers and custom lists & fields

Use identifiers and customs lists & fields to define your customers, employees, vendors and personal contacts and easily sort through them when running reports or creating letters. Identify a group of customers who have been loyal to your company for a long period of time, then send a letter to those customers simply by choosing that identifier when creating the letter.

AccountEdge Hosting for your Clients

Real time, multiple-user access provides financial professionals with the ability to instantaneously review client data and update books without the hassle of file exchange.
Our white label solution: integrated customization of My Accounting Cloud for your business brand creates a seamless user experience for your clientele.

 

AccountEdge FAQs

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