AccountEdge Sharpen Your Market Center Financials Rebecca Shanahan - Galligani Michelle O’Brien
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AccountEdgeSharpen Your Market Center Financials
Rebecca Shanahan-Galligani
Michelle O’Brien
Rebecca Shanahan-Galligani
Lowell, Massachusetts
COO, Universal Properties Intl.
MCAngel
Michelle O’Brien
Accountedge
FAMILY REUNION
2016
What’s New in
AccountEdge!
FAMILY REUNION
2016
• New Look and Feel
• Void Check Feature
• Reset System Date Option
• Lead Tracking
• Web Pay Option
What’s New in AccountEdge
FAMILY REUNION
2016
• “Sales” and “Purchases” windows • Resizable• Forward and back buttons• Stamp for “Paid” • Text for “Overdue”
• Updated fonts and layout of many other windows
• Simplified buttons
New Look and Feel
FAMILY REUNION
2016
New Look and Feel
FAMILY REUNION
2016
New Look and Feel
FAMILY REUNION
2016
New Look and Feel
FAMILY REUNION
2016
• Void any kind of check.
• Marks it as reconciled.
• Journals and recaps will show as void.
• Memo field is updated on each transaction.
Void Check Feature
FAMILY REUNION
2016
Void Check Feature
FAMILY REUNION
2016
Void Check Feature
FAMILY REUNION
2016
Void Check Feature
FAMILY REUNION
2016
• After leaving AccountEdge open overnight,
it prompts you to update the date.
Reset System Date Option
FAMILY REUNION
2016
Reset System Date Option
FAMILY REUNION
2016
• Create and track leads.
• Convert leads to customers.
• New reports show conversion time.
Lead Tracking
FAMILY REUNION
2016
Lead Tracking
FAMILY REUNION
2016
• Allow agents to pay you on a secured site.
• Email invoice with link to pay.
• Agents can update their own credit card
when paying.
**Need AccountEdge Cloud & Merchant Account
Web Pay Option
FAMILY REUNION
2016
Web Pay Option
FAMILY REUNION
2016
Web Pay Option
FAMILY REUNION
2016
Web Pay Option
FAMILY REUNION
2016
Web Pay Option
FAMILY REUNION
2016
You Asked,
We’re Answering …
FAMILY REUNION
2016
Escrow
FAMILY REUNION
2016
To Do List
FAMILY REUNION
2016
Remove Cards
FAMILY REUNION
2016
Payroll
FAMILY REUNION
2016
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