OK—we admit it. We’re obsessed with saving our customers time. Part of the obsession is getting new customers “up and running” in our software as efficiently as possible. That’s why we’re over the moon about our latest accounting onboarding improvements. New Patriot Accounting customers can import a trial balance, optimizing their accounting setup with record-breaking speed.Read More
We kept it simple to start with just ‘balances’, but we know you accountants out there love your debits and credits. So, we’ve added our credit/debit toggle to give you the choice on how to view the report, either with credit/debits or by balances.
Getting started sometimes is the hardest thing to do. That’s why we’ve simplified the process for new accounting software customers. Our accounting settings wizard gives new users the option to have the most popular settings and chart of accounts pre-selected for them. Magic, you ask? Nah, just really smart software.
Accounting customers, did you realize you forgot to add a new account in your chart of accounts when importing your bank transactions? If so, you’re going to love our new feature to add a new account to your chart of accounts “on the fly.”Read More
Accounting software customers, this one’s for you. We’ve followed your comments and requests and appreciate that you might want a “do-over” with your beginning balances in the accounting software. Whether you made a mistake or just want to go back a little further, you have the ability to edit, void, or delete your beginning balances in the accounting software. It’s not jumping in a time machine, but it is close.
Payroll customers, this one’s for you! Although Full Service customers don’t need to file W-3s (Patriot handles it for you), and Basic customers file Form W-3 electronically, we heard you. You want to see what the actual Form W-3 looks like for your records, so we’ve given you the ability to download and print an employer copy of Form W-3 in the software.Read More
At Patriot, we pride ourselves on making complex tasks easy. That’s why when the Paycheck Protection Program (PPP) forgiveness applications came out, we knew we could help. Our PPP Forgiveness Report easily calculates complex numbers to help simplify the PPP forgiveness application. Just fill in three simple questions, and Patriot does the heavy lifting.Read More
It’s easy to make mistakes in accounting. Correcting them? Not always easy … until now. When Accounting customers make a vendor/contractor payment with an incorrect “1099 Type” selected, nobody needs to know … because it’s easy to fix!
Patriot’s new “Update 1099 Type” tool gives Accounting customers the flexibility to update 1099 types for contractor payments, all from within their accounts. Just one more way we help customers get in, get out, and get on with their day.Read More
Benjamin Franklin said, “Time is money” … and when it comes to overtime, this couldn’t be more true!
It’s important to get overtime right! That’s why we’re pleased to announce a new feature to customize overtime rules in Patriot’s Time & Attendance software to meet your state or company-specific overtime requirements.
Attention Patriot payroll customers: the moment you’ve all been waiting for is here (drum roll, please). Patriot’s Basic and Full Service Payroll software now integrates with TSheets.
Payroll customers can now integrate their TSheets account directly in Patriot Software in a few easy steps, making tracking and managing employees’ time a breeze. With Patriot’s TSheets integration, you can kick manual time entries to the curb and get back to your business.Read More
We’re all about making our software more convenient and user-friendly to help our customers save their oh-so-precious time. Our newest invoice list improvements focus on just that. Accounting customers will see a big overhaul that consists of many handy changes to make information that is needed upfront and more visible.Read More
Eligible employees can defer their portion of Social Security tax through the end of 2020. But here’s the catch: employers are the ones who have to opt-in (because they’re the ones on the hook for any unpaid taxes).
That’s why Patriot has given employers full control over whether they want to opt into the employee Social Security tax deferral and—if they do—which employees will have the deferrals.Read More
Form 941 once again got a makeover—this time to accommodate employee Social Security tax deferrals.
Sound scary? Don’t worry—Patriot has handled the hard part for you. We’ve updated our software to include the IRS’s newly released 2020 Quarter 3 941.Read More
You’ve asked for it, and we delivered! We are always listening to improve our accounting product to make it more user-friendly and meet our accounting customers’ needs.
Accounting Premium customers can now add default notes to all customer invoices allowing for terms and conditions or other important information to display on each invoice. And, all accounting customers can now select how they want their business name displayed on invoices, and print or email invoices again after customer payments have been applied.
Accounting software customers, buckle up because the future is here. Machine learning has come to Patriot through our new Smart Suggestion feature! Now when you import bank transactions, you’ll get automatic expense account suggestions … and more time to go about your day.Read More
We’re thrilled to announce you can now conveniently use your Google account to sign up and sign in to Patriot Software. It’s a nifty little feature. In fact, we think it ranks right up there with other big time-savers, like the wheel, sliced bread, and, well…Patriot (of course).Read More
We are excited to announce a huge time-saver for Patriot Accounting Customers who import banking transactions. We’ve added a new feature that allows accounting software customers to add customized rules to streamline their imported banking transactions by automatically assigning them to the correct account and department.Read More
We’re thrilled to announce comparison reporting for Accounting Basic and Accounting Premium customers for Account Balances, Balance Sheet, and Profit and Loss Statements. Comparison reporting allows views of data broken down by date range for easy analyzing!Read More
Accounting customers who connect their bank accounts to Patriot’s Accounting Software can now choose to begin importing transactions as far back as two years.Read More
We are excited to announce a new payroll feature! Both Basic and Full-Service Payroll customers can now manage 1099 contractors in payroll, and pay them with either paper checks or direct deposit, along with your employees.Read More
We have added an enhancement to our bank transaction import feature in our Accounting Software.Read More
Accounting customers can now manually import bank or credit card transactions by exporting a file from their bank and importing the file into Patriot Software.Read More
When adding a new salary or salary non-exempt employee, payroll customers can now choose between an annual pay rate or rate per pay period.Read More
Beginning January 1, 2019, Patriot Software offers an optional e-File service for 1099-MISC forms for our 1099 Only and Accounting customers. The cost to have Patriot e-File your 1099s will depend on the number of 1099s issued to your vendors.Read More
Employees who are greater than 2% shareholders of S Corporations must report company-paid health insurance premiums as taxable wages for federal and state income tax purposes. Patriot now offers two ways to update shareholder taxable wages.Read More
If your business has more than one physical location, even in different states, you can now add multiple company work locations, for the same company under the same federal tax ID number.Read More
We at Patriot Software are constantly looking for ways to improve your software experience, and make you payroll and accounting tasks faster and better. We will be making some improvements to our page layouts very soon. Here’s a summary of the changes you will see.Read More