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AccountEdge Sharpen Your Market Center Financials Rebecca Shanahan - Galligani Michelle O’Brien
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Sharpen Your Market Center Financialskw-sites.s3-us-west-2.amazonaws.com/kw-images-prod... · 2016 •New Look and Feel ... 2016 Web Pay Option. FAMILY REUNION 2016 Web Pay Option.

Jun 10, 2020

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Page 1: Sharpen Your Market Center Financialskw-sites.s3-us-west-2.amazonaws.com/kw-images-prod... · 2016 •New Look and Feel ... 2016 Web Pay Option. FAMILY REUNION 2016 Web Pay Option.

AccountEdgeSharpen Your Market Center Financials

Rebecca Shanahan-Galligani

Michelle O’Brien

Page 2: Sharpen Your Market Center Financialskw-sites.s3-us-west-2.amazonaws.com/kw-images-prod... · 2016 •New Look and Feel ... 2016 Web Pay Option. FAMILY REUNION 2016 Web Pay Option.

Rebecca Shanahan-Galligani

Lowell, Massachusetts

COO, Universal Properties Intl.

MCAngel

Michelle O’Brien

Accountedge

Page 3: Sharpen Your Market Center Financialskw-sites.s3-us-west-2.amazonaws.com/kw-images-prod... · 2016 •New Look and Feel ... 2016 Web Pay Option. FAMILY REUNION 2016 Web Pay Option.

FAMILY REUNION

2016

What’s New in

AccountEdge!

Page 4: Sharpen Your Market Center Financialskw-sites.s3-us-west-2.amazonaws.com/kw-images-prod... · 2016 •New Look and Feel ... 2016 Web Pay Option. FAMILY REUNION 2016 Web Pay Option.

FAMILY REUNION

2016

• New Look and Feel

• Void Check Feature

• Reset System Date Option

• Lead Tracking

• Web Pay Option

What’s New in AccountEdge

Page 5: Sharpen Your Market Center Financialskw-sites.s3-us-west-2.amazonaws.com/kw-images-prod... · 2016 •New Look and Feel ... 2016 Web Pay Option. FAMILY REUNION 2016 Web Pay Option.

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

Page 6: Sharpen Your Market Center Financialskw-sites.s3-us-west-2.amazonaws.com/kw-images-prod... · 2016 •New Look and Feel ... 2016 Web Pay Option. FAMILY REUNION 2016 Web Pay Option.

FAMILY REUNION

2016

New Look and Feel

Page 7: Sharpen Your Market Center Financialskw-sites.s3-us-west-2.amazonaws.com/kw-images-prod... · 2016 •New Look and Feel ... 2016 Web Pay Option. FAMILY REUNION 2016 Web Pay Option.

FAMILY REUNION

2016

New Look and Feel

Page 8: Sharpen Your Market Center Financialskw-sites.s3-us-west-2.amazonaws.com/kw-images-prod... · 2016 •New Look and Feel ... 2016 Web Pay Option. FAMILY REUNION 2016 Web Pay Option.

FAMILY REUNION

2016

New Look and Feel

Page 9: Sharpen Your Market Center Financialskw-sites.s3-us-west-2.amazonaws.com/kw-images-prod... · 2016 •New Look and Feel ... 2016 Web Pay Option. FAMILY REUNION 2016 Web Pay Option.

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

Page 10: Sharpen Your Market Center Financialskw-sites.s3-us-west-2.amazonaws.com/kw-images-prod... · 2016 •New Look and Feel ... 2016 Web Pay Option. FAMILY REUNION 2016 Web Pay Option.

FAMILY REUNION

2016

Void Check Feature

Page 11: Sharpen Your Market Center Financialskw-sites.s3-us-west-2.amazonaws.com/kw-images-prod... · 2016 •New Look and Feel ... 2016 Web Pay Option. FAMILY REUNION 2016 Web Pay Option.

FAMILY REUNION

2016

Void Check Feature

Page 12: Sharpen Your Market Center Financialskw-sites.s3-us-west-2.amazonaws.com/kw-images-prod... · 2016 •New Look and Feel ... 2016 Web Pay Option. FAMILY REUNION 2016 Web Pay Option.

FAMILY REUNION

2016

Void Check Feature

Page 13: Sharpen Your Market Center Financialskw-sites.s3-us-west-2.amazonaws.com/kw-images-prod... · 2016 •New Look and Feel ... 2016 Web Pay Option. FAMILY REUNION 2016 Web Pay Option.

FAMILY REUNION

2016

• After leaving AccountEdge open overnight,

it prompts you to update the date.

Reset System Date Option

Page 14: Sharpen Your Market Center Financialskw-sites.s3-us-west-2.amazonaws.com/kw-images-prod... · 2016 •New Look and Feel ... 2016 Web Pay Option. FAMILY REUNION 2016 Web Pay Option.

FAMILY REUNION

2016

Reset System Date Option

Page 15: Sharpen Your Market Center Financialskw-sites.s3-us-west-2.amazonaws.com/kw-images-prod... · 2016 •New Look and Feel ... 2016 Web Pay Option. FAMILY REUNION 2016 Web Pay Option.

FAMILY REUNION

2016

• Create and track leads.

• Convert leads to customers.

• New reports show conversion time.

Lead Tracking

Page 16: Sharpen Your Market Center Financialskw-sites.s3-us-west-2.amazonaws.com/kw-images-prod... · 2016 •New Look and Feel ... 2016 Web Pay Option. FAMILY REUNION 2016 Web Pay Option.

FAMILY REUNION

2016

Lead Tracking

Page 17: Sharpen Your Market Center Financialskw-sites.s3-us-west-2.amazonaws.com/kw-images-prod... · 2016 •New Look and Feel ... 2016 Web Pay Option. FAMILY REUNION 2016 Web Pay Option.

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

Page 18: Sharpen Your Market Center Financialskw-sites.s3-us-west-2.amazonaws.com/kw-images-prod... · 2016 •New Look and Feel ... 2016 Web Pay Option. FAMILY REUNION 2016 Web Pay Option.

FAMILY REUNION

2016

Web Pay Option

Page 19: Sharpen Your Market Center Financialskw-sites.s3-us-west-2.amazonaws.com/kw-images-prod... · 2016 •New Look and Feel ... 2016 Web Pay Option. FAMILY REUNION 2016 Web Pay Option.

FAMILY REUNION

2016

Web Pay Option

Page 20: Sharpen Your Market Center Financialskw-sites.s3-us-west-2.amazonaws.com/kw-images-prod... · 2016 •New Look and Feel ... 2016 Web Pay Option. FAMILY REUNION 2016 Web Pay Option.

FAMILY REUNION

2016

Web Pay Option

Page 21: Sharpen Your Market Center Financialskw-sites.s3-us-west-2.amazonaws.com/kw-images-prod... · 2016 •New Look and Feel ... 2016 Web Pay Option. FAMILY REUNION 2016 Web Pay Option.

FAMILY REUNION

2016

Web Pay Option

Page 22: Sharpen Your Market Center Financialskw-sites.s3-us-west-2.amazonaws.com/kw-images-prod... · 2016 •New Look and Feel ... 2016 Web Pay Option. FAMILY REUNION 2016 Web Pay Option.

FAMILY REUNION

2016

You Asked,

We’re Answering …

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FAMILY REUNION

2016

Escrow

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FAMILY REUNION

2016

To Do List

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FAMILY REUNION

2016

Remove Cards

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FAMILY REUNION

2016

Payroll

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FAMILY REUNION

2016

Questions?

Page 28: Sharpen Your Market Center Financialskw-sites.s3-us-west-2.amazonaws.com/kw-images-prod... · 2016 •New Look and Feel ... 2016 Web Pay Option. FAMILY REUNION 2016 Web Pay Option.

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