Recording Past Payment Improvements
April 14, 2021We’re saving you time in the present by making improvements to the past—the way you record past payments, that is. Recording past payments made to vendors and viewing the Vendor Payment History Report is easier than ever with our newly laid out pages. Accounting Premium customers can attach receipts on the recorded entry, too. To top it off, we’ve made the drop-down options and workflow fit more of your needs based on feedback.
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Manage Time Cards Improvements
March 25, 2021Time is money for you and your employees. So, we’ve added some new enhancements to improve your workflow and approve time cards at record speed: an interactive dashboard, search functionality, mass approval functionality, and a nudging tool that will be your new best friend for those pesky late time card submissions.
Read MoreNew Accounting Navigation
March 24, 2021Pssst … we’ve been watching you. Well, we’ve been watching all of our accounting software customers. We wanted to see what links our accounting customers are using most to give the best user experience. The result? We’ve slimmed-down accounting navigation to keep the most-used links right at your fingertips.
Read MoreGeneral Ledger
March 23, 2021The Activity by Account now has a new name: the General Ledger Report! But, that’s not all we’ve done. We’ve also added more functionality to edit, void, or delete most entries directly from this report. Accounting premium customers can attach documents and receipts right to an activity on the General Ledger report. You can also search, for quickly finding entries and see running totals as well as your total in your Patriot Accounting Software.Think of it as the command center of all of your accounting activity. Fitting for a “general,” don’t you think?
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Accounting Setup Improvements
February 17, 2021OK—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 MorePayroll Tax Credit Report
February 15, 2021We can all agree, the COVID-19 pandemic was not without its challenges. Part of those challenges was remembering all of the payroll tax credits you may have taken as an employer. Cue the Payroll Tax Credit Report.🙌 Insert applause here! 🙌
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Account Trial Balances Report Improvements
February 8, 2021We 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.
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One-Click Accounting Settings
February 1, 2021Getting 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.
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Add Accounts “On-the-fly” When Managing Transactions
January 29, 2021Accounting 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 MoreEdit, Void, or Delete Beginning Balances
January 25, 2021Accounting 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.
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Form W-3 for Employer Records
January 4, 2021Payroll 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 MorePPP Forgiveness Report
December 8, 2020At 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 MoreUpdate 1099 Type Tool
November 23, 2020It’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 MoreMulti-Factor Athentication
November 16, 2020We care about the security and confidentiality of your data in Patriot Software. In fact, we care so much that we’ve ensured there’s an extra layer of protection for your data by introducing multi-factor authentication.
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Custom Overtime Rules
November 12, 2020Benjamin 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.
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TSheets Integration
November 6, 2020Attention 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 MoreInvoice List Improvements
October 29, 2020We’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 MoreEmployee Social Security Tax Deferrals
October 20, 2020Eligible 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 MoreNew 941 for 2020 Q3 Released
October 19, 2020Form 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 MoreStreamlined Invoice Improvements
October 9, 2020You’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.
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Time-saving Journal Entry Improvements
September 16, 2020We’ve made some improvements to the Journal Entry screen! These make recording your accounting transactions even faster because we value your time as much as you do.
Read More“Smart Suggestion” Feature
September 9, 2020Accounting 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 MoreE-sign Vendor and 1099 Contractor Checks
September 4, 2020Put down that pen! It’s time to save yourself another step when paying your 1099 contractors and vendors. You can now digitally sign checks, so you’ll never need to write out your name on checks one-by-one again.
Read MoreReconcile Liability and Equity Accounts
August 20, 2020If crunching numbers is your cardio, you’re going to love our new reconciliation feature for liability and equity accounts. This feature helps accounting customers spot errors, or missing transactions.
Read MoreDepartments in Payroll
August 19, 2020Get ready to take your payroll’s organization to the next level. We’re excited to announce “departments in payroll,” a feature that has been highly requested by our payroll customers, is now available!
Read MoreBulk Import 1099 Contractors in Payroll
August 13, 2020We’re happy to announce another new feature that can give you back precious time in your day. You can now upload a file to bulk import 1099 contractors in the payroll software!
Read MoreManager Settings
August 12, 2020You asked, we listened! Patriot’s HR software customers can now designate managers, assign managers’ direct reports, and view manager and employee information all on one easy-to-digest page (and who doesn’t like it when things are that easy?)!
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Sign up or Sign in Using Google SSO
August 11, 2020We’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 MoreCheck Register Report
July 31, 2020Patriot’s Accounting Customers now have an easy way to view bank activity details and balances with our new Check Register Report. Just one more way Patriot simplifies your accounting for you.
Read MoreRules for Imported Transactions
July 29, 2020
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 MoreComparison Reporting for Accounting Financial Reports
July 28, 2020We’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 MoreSplit Imported Bank Transactions
July 22, 2020Accounting software customers can split single bank transactions imported into the software. That way, transactions can be allocated to different accounts and departments (if applicable).
Read MoreNew 941 for 2020 Q2 Released
July 14, 2020Our software has been updated with the new 2020 941 released by the IRS on June 26, 2020. The IRS requires the new 941 be used for Quarter 2 tax filing due July 31, 2020. The IRS revamped Form 941 to accommodate the new IRS tax laws.
Read MoreNew HR Fields and Demographic Report
July 9, 2020HR customers can get important information from our new Demographic Report for a quick snapshot of employee information for EEO-1 and VETS-4212 reporting.
Read MoreCOVID Payroll Enhancements
June 12, 2020We are very pleased to announce some COVID-related payroll software enhancements!
Read MoreBank Transactions Can Now Be Imported From Up to Two Years Ago
June 8, 2020Accounting 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 MorePatriot Software Updated Terms of Use
May 29, 2020We at Patriot have redesigned our Customer Service Agreement to make it easy to access and comprehensive for our Accounting and Payroll software customers.
Read MorePatriot Announces New Referral Program
May 27, 2020Patriot Software is pleased to introduce a new customer referral program.
Read MoreEnhanced Password Strength
May 21, 2020Patriot Software has added new password standards to increase the security of our customer login credentials.
Read MoreVerify your Employee or Contractor Bank Account
April 23, 2020As a Payroll Customer, there are times when you may want to confirm an employee or contractor’s full bank account number that was entered for direct deposit.
Read MoreAccounting Receipts and Documents
April 22, 2020Accounting Premium customers can now upload and manage all of their receipts and other documentation, and attach these electronic files to accounting transactions.
Read MoreCOVID-19 Paid Leave Software Updates
April 6, 2020Patriot payroll customers who are required to comply with paid leave requirements of the Families First Coronavirus Response Act (FFCRA) can now pay employees for time off with special hour types.
Read MoreAutomatic Bank Import Improvements
March 20, 2020Accounting customers who automatically connect their bank accounts or credit card accounts and import transactions into Patriot will see some enhancements to this process:
Read MoreAccounting Drill Down Reporting
March 12, 2020We are pleased to announce that Accounting customers will be able to see more detail in three of their financial reports:
Read MoreSaving Manually Imported Bank Transactions
March 4, 2020Accounting customers who manually import bank transactions into Patriot’s Accounting software now have the option to save their work and come back later.
Read MoreChart of Accounts Enhancements
February 12, 2020Accounting customers now have the option to add account numbers to their Chart of Accounts.
Read MoreTime Off Accrual Limits and Carryovers
February 5, 2020When setting up time off accrual rules, payroll customers can now add a maximum accrual earnings limit for the year.
Read MorePatriot Software Announces 1099 Contractors in Payroll
January 31, 2020We 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 MoreNew Brand, New Look!
January 31, 2020Patriot Software has a new logo and new brand! The software colors have been updated to match the branding on our public website.
Read MoreJournal Entry Improvements
January 29, 2020Accounting customers are now able to choose how they want to make a journal entry.
Read MoreRepeating Dollar Payments in Payroll
December 26, 2019Payroll customers can now set up repeating dollar amounts for employees who are paid the same additional dollar amount each payroll.
Read MoreSoftware Menu Updates
December 18, 2019We are pleased to announce we have simplified our Accounting and Payroll software menus.
Read MoreMultiple Pay Rates for Employees
November 14, 2019Payroll customers can now add multiple pay rates for each hourly employee.
Read MoreDuplicate Transaction Warning When Importing Bank Transactions
September 3, 2019We have added an enhancement to our bank transaction import feature in our Accounting Software.
Read MoreManually Import Bank Transactions in Patriot Software
September 3, 2019Accounting 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 MorePatriot Software Announces Time-Off Accruals
August 9, 2019Patriot Software Payroll customers can now set up time-off accrual rules, for example earning 1 vacation hour for every 40 hours worked.
Read MoreEntering Salary or Salary Non-exempt Employee Pay Rate
May 29, 2019When 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 MoreDiscounts to Invoices
May 6, 2019Accounting software customers can now add discounts to specific products or services, invoice totals, or both.
Read MoreAccounting Departments
February 20, 2019Beginning February 20, 2019, accounting customers can now set up and manage departments in the software.
Read MorePatriot Software Announces Accounting Premium
February 7, 2019Patriot Software is excited to announce a new Accounting product option for customers who need enhanced features for their business.
Read MoreAdding E-Signature to Paychecks
January 30, 2019Payroll customers can now upload an e-signature image file to their check print settings to save the time of manually signing each paycheck.
Read MoreAccepting Customer Credit Card Payments
November 16, 2018Accounting customers can now accept customer credit card payments for invoices.
Read MoreElectronic Filing for Form 1099-MISC
November 1, 2018Beginning 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 MoreEnter Your Accounting Beginning Balances
August 29, 2018New 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.
Read MorePrinting Vendor Checks After Payment
June 21, 2018When 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.
Read MoreSales Tax Report
June 8, 2018Accounting 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.
Read MoreImporting Bank Account Transactions
June 7, 2018Accounting customers can now connect their bank accounts or credit card accounts and import transactions into Patriot’s Accounting general ledger.
Read MoreVoiding a Journal Entry
May 16, 2018Accounting customers can now void miscellaneous journal entries they enter in Patriot Software. You can do this on the Activity By Account Report.
Read MoreImporting Accounting Vendors and Customers
May 10, 2018New 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.
Read MoreCustomer Invoice Improvements
May 8, 2018We have made improvements to our customer invoices for Accounting customers.
Read MoreManaging Your Sales Tax Rates
April 24, 2018Accounting 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.
Read MorePrint Vendor Checks with Blank Check Stock
March 29, 2018Accounting customers now have a choice for printing checks to pay their vendors: use pre-printed check stock or blank check stock.
Read MoreW-2 Box and Label Guidance for Deductions
April 10, 2018Payroll customers will now see more guidance when adding company-level employee deductions and company-paid contributions.
Read MoreFrequently Used Hours and Money in Payroll
February 23, 2018Payroll 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.
Read MorePay As You Go Workers’ Compensation Insurance
January 23, 2018Patriot 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.
Read MoreS Corp Shareholder Employee Health Premium Tracking
January 19, 2018Employees 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 MoreClose Your Accounting Periods
January 18, 2018Customers 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.
Read MoreChange Your Own Username in Patriot Software
December 12, 2017If 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.
Read MoreAdding Multiple Company Locations in Patriot Software
October 19, 2017If 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 MorePrint Employee Addresses on Paychecks for Mailing
August 30, 2017As 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.
Read MorePatriot Software Has a New Look!
August 21, 2017We 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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