Patriot Updates

September 9, 2019

David Regimbal

Duplicate Transaction Warning When Importing Bank Transactions

September 3, 2019

We have added an enhancement to our bank transaction import feature in our Accounting Software.

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Duplicate Transaction Warning When Importing Bank Transactions in Patriot Software

Manually Import Bank Transactions in Patriot Software

September 3, 2019

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.

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Manually import bank transactions in Patriot Software

Patriot Software Announces Time-Off Accruals

August 9, 2019

Patriot Software Payroll customers can now set up time-off accrual rules, for example earning 1 vacation hour for every 40 hours worked.

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Time-Off Accruals in Patriot Software

Editing and Deleting Accounting Transactions

August 8, 2019

Both Basic and Premium Accounting customers now have the option to edit or delete a transaction.

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Void Delete Links in Patriot Software

Entering Salary or Salary Non-exempt Employee Pay Rate

May 29, 2019

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.

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Patriot Software Entering Salary or Salary Non-exempt Employee Pay Rate

Discounts to Invoices

May 6, 2019

Accounting software customers can now add discounts to specific products or services, invoice totals, or both.

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Patriot Software Discounts to Invoices

Accounting Departments

February 20, 2019

Beginning February 20, 2019, accounting customers can now set up and manage departments in the software.

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Patriot Software Accounting Departments

Patriot Software Announces Accounting Premium

February 7, 2019

Patriot Software is excited to announce a new Accounting product option for customers who need enhanced features for their business.

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Patriot Software Accounting Premium

Adding E-Signature to Paychecks

January 30, 2019

Payroll customers can now upload an e-signature image file to their check print settings to save the time of manually signing each paycheck.

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E-signature on paychecks

Accepting Customer Credit Card Payments

November 16, 2018

Accounting customers can now accept customer credit card payments for invoices.

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accepting credit card payments

Electronic Filing for Form 1099-MISC

November 1, 2018

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.

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e-Filing 1099s

Enter Your Accounting Beginning Balances

August 29, 2018

New Accounting customers can now enter their beginning balances and outstanding invoices from their former accounting software into Patriot Software, so they can begin using Patriot right where they left off.

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Enter Your Accounting Beginning Balances

Printing Vendor Checks After Payment

June 21, 2018

When Accounting customers pay vendors either by Quick Pay or paying a vendor invoice, they now have the option to print checks at a later time.

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Sales tax report

Sales Tax Report

June 8, 2018

Accounting customers can now view the sales tax they have invoiced and collected from their own customers, in order to assist with paying and filing state and/or local sales tax.

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Sales tax report

Importing Bank Account Transactions

June 7, 2018

Accounting customers can now connect their bank accounts or credit card accounts and import transactions into Patriot’s Accounting general ledger.

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Voiding journal entries in Patriot Software

Voiding a Journal Entry

May 16, 2018

Accounting customers can now void miscellaneous journal entries they enter in Patriot Software. You can do this on the Activity By Account Report.

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Voiding journal entries in Patriot Software

Importing Accounting Vendors and Customers

May 10, 2018

New Accounting customers coming to Patriot Software from another accounting software package can now import their existing vendors (the suppliers you pay) and customers (who pay you) into Patriot Software.

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Importing Accounting Vendors and Customers

Customer Invoice Improvements

May 8, 2018

We have made improvements to our customer invoices for Accounting customers.

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Managing Your Sales Tax Rates

Managing Your Sales Tax Rates

April 24, 2018

Accounting customers can now create and track multiple sales tax rates for customer invoices. This is useful if you are required to charge different sales tax rates based on your or your customer locations.

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Managing Your Sales Tax Rates

Print Vendor Checks with Blank Check Stock

March 29, 2018

Accounting customers now have a choice for printing checks to pay their vendors: use pre-printed check stock or blank check stock.

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vendor checks in Patriot Software

W-2 Box and Label Guidance for Deductions

April 10, 2018

Payroll customers will now see more guidance when adding company-level employee deductions and company-paid contributions.

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W-2 Box and Label Guidance for Deductions

Frequently Used Hours and Money in Payroll

February 23, 2018

Payroll customers can now filter their frequently used hours and money codes on their payroll entry page. If you need to use more hour or money codes, you can flip a switch to view all of your codes.

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Pay As You Go Workers’ Compensation Insurance

February 23, 2018

Patriot Software, LLC has partnered with AP Intego to offer pay as you go workers’ compensation insurance to our payroll customers, among other types of property and casualty insurance.

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S Corp Shareholder Employee Health Premium Tracking

January 19, 2018

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.

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Close Your Accounting Periods

January 18, 2018

Customers of Patriot’s Accounting Software can now close out a period frequency of their choosing (monthly, quarterly, annually) in order to keep their books clean.

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Change Your Own Username in Patriot Software

December 12, 2017

If you want to change your username you use to log in to Patriot Software, you can now do this yourself. Previously, you would have needed to contact our Support Department to request a username change.

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Adding Multiple Company Locations in Patriot Software

October 19, 2017

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.

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Print Employee Addresses on Paychecks for Mailing

August 30, 2017

As a Patriot Software Payroll customer, you now have the option to print the employee name and address directly on the paychecks, so the address displays through a window envelope for mailing.

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Patriot Software Has a New Look!

August 21, 2017

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.

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