AccountEdge
AccountEdge
13 reviews
WH Score
8.2

Top AccountEdge Features

What are the Best AccountEdge Features?


Accounting Features

  • General Ledgers
  • Invoicing & Billing
  • Estimates & Quotations
  • Receivables & Collections
  • Sales & Purchase Orders
  • Reconciliations

Cash Flow Management

  • Payment Processing
  • Payment Gateways
  • Revenue Management
  • Credit Management
  • Business Strategy Planning

Supported Tax Forms

  • W-9
  • W-2
  • W-4
  • 1094
  • 1095
  • 1096
  • 1099
  • 8974
  • 940
  • I-9

Payroll Management

  • Paystubs
  • Pay Rates
  • Pay Runs
  • Commission Management
  • Garnishments

Customer Management

  • Customer Profiling
  • Pipeline Management
  • Account Management

Expense Management

  • Expense Allocation
  • Spend Limits

Budget Management

  • Budget Tasklists
  • Budget Controls
  • Budget Sources
  • Budget Planning

Payment Options

  • Cash
  • Credit Cards
  • Direct Deposit
  • Direct Payment
  • Checks

Payment Partners

  • Visa
  • Mastercard
  • American Express

Inventory Management

  • Item Tracking & Traceability
  • Contract Pricing
  • Item Barcoding
  • Item Expiration Tracking
  • Stock Counting System
  • Procurement/Replenishment Optimization
  • Purchasing
  • Price Lists
  • Price Control
  • Kitting
  • Backorder Control
  • Margin Control
  • Vendor/Supplier Management
  • Order/Delivery Management
  • Warehouse Management
  • Parts Management
  • Warranty Management
  • Inventory Transfer

Reporting & Analytics

  • Activity Logs
  • Financial Reports
  • Forecasting
  • Revenue Reports
  • Time Tracking
  • Expense Tracking
  • Payroll Reports
  • Cost Analysis
  • Audit Trail
  • Data Visualization
  • Dashboard
  • Inventory Reports
  • Daily Summary
  • Asset Reports
  • Executive Summary
  • Data Analytics
  • Budget Reports
  • Tax Reports
  • P&L Statements
  • Payments Reports
  • Billing Reports
  • Work Order Reports
  • Project Reports
  • Annual Reviews

Collaboration Tools

  • Team Calendar
  • Workspace

File Management

  • Document Linking
  • File Sharing
  • File Transfers
  • File Attachments

Customizable Items

  • Custom Fields
  • Custom Workflows
  • Custom Forms

Appointments/Scheduling

  • Project Scheduling

Drag-and-Drop Builders/Designers

  • Workflow Builder
  • Form Builder

Data Management

  • Data Indexing
  • Data Classification
  • Data Discovery
  • Data Refresh
  • Data Lookup

Data Migration

  • Data Import
  • Data Export

Sync/Refresh

  • Project Sync
  • Calendar Sync

Integration Options

  • APIs

Third-Party Integrations

  • Firefox
  • Dropbox
  • Square
  • Zapier
  • Microsoft Edge

Microsoft 365

  • Power BI

Adobe

  • Adobe Acrobat

Cybersecurity Features

  • Firewall

Disaster Recovery

  • Data Backup & Recovery

After-Sales Service

  • Phone Support
  • Email Support
  • Chat Support
  • Technical Support
  • Help Center
  • FAQs
  • Product Guide/Manual
  • Training/Tutorial

Employee Management

  • Employee Records
  • Employee Profiling
  • Employee Onboarding/Offboarding
  • Benefits Administration

Project Management Features

  • Workflow Management
  • Project Sharing
  • Project Prioritization
  • Team Management
  • Review/Approval Management
  • Goal Management
  • Project Lifecycle Management

Deployment Options

  • On-Premise
  • Cloud

AccountEdge Top Features Related Review


J
James
Reviewed on 8 May 2023

Efficient Expense and Income Tracking with AccountEdge Pro

AccountEdge Pro effectively helps users track expenses and income. The inclusion of recurring billing and expense features saves time and enhances efficiency in managing financial transactions.

Pros
  • I appreciate that AccountEdge Pro is easy to use and offers a wide range of features
  • The availability of comprehensive reports is particularly helpful
  • Additionally, I found their website to be less cumbersome and misleading when it comes to purchasing updates and renewals.
Cons
  • It would be beneficial if AccountEdge Pro allowed for sending invoices and statements directly to Google Apps email accounts, eliminating the need to rely on MS Outlook.

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