The Beginning

• Assess your company’s needs
• Plan your conversion and usage of features
• Install software and create a new company file
• Setup all features that you will be using
• Transfer Information and Balances from current system into new package
• Customize all appropriate forms (Invoice, P.O., Check, etc)
• Training notes with pictures
• Reorganize filing systems & company procedures around the new software

Using The Checkbook

• Pay Bills with a check or credit card
• Enter Customer Payments; Bank Deposits
• Set up recurring entries
• Reconcile bank and credit card accounts

Time Tracking/Billing

• Setup Activities
• Enter and bill time
• Time Billing Reports
• Customize your invoice
• Online or on your computer

Payroll

Do it yourself (you are responsible)

• Set up Employee Cards
• Set up Payroll Categories
• Process a Payroll
• Pay Taxes
• Payroll Reports

Outsource it (they are responsible)

• Set it all up online

Inventory

• Set up Items and Locations
• Sales Orders to Invoices
• Purchase Orders to Bills
• Manage Inventory quantities and values
• Inventory Reports

Job Tracking

• Setup Jobs
• Enter budgets on jobs
• Attach costs to jobs
• Automatically bill job costs
• Job Profitability Reports

Online Sales

• Setup web store using Enstore
• Push items list to webstore
• Sync web sales to AccountEdge

Mobile Accounting

• Setup mobile devices
• Enter transactions on mobile device
• Sync with mobile device and AE