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Your customers asked, “What do I owe?” Now you’ve got a better answer. Customer Statements are now available in Patriot Accounting Premium. Instead of pulling invoices together by hand or building a spreadsheet from scratch, you can create a polished, branded statement in just a few clicks. Pick the statement that fits Each statement can […]
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Payroll doesn’t always go according to plan. A last-minute bonus. A raise that starts this pay period. A correction you catch while reviewing Step 1. Before, making a change meant stepping out of your payroll run, opening the employee’s record, updating their pay, heading back to payroll, and checking your totals all over again. Now, […]
Read More Change Employee Salaries On-the-Fly
Your payroll journal entries should land in QuickBooks Online the way your books are set up, not the way a one-size-fits-all mapping decides. That’s why our Enhanced Integration with QuickBooks Online, is now the standard integration for every Patriot Payroll customer who connects to with their Quickbooks Online accounting software. Already integrated with QuickBooks Online? […]
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Your invoice list should work the way you do. The new Invoice Display Settings give you more control over what appears in your invoice list, making it easier to find important details and focus on the information you use most. You can now: Best of all, your invoice list opens just as you left it, […]
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Your estimate should help you win the work, not create more work. That’s why estimates in Patriot Accounting just got a major upgrade. You can now add departments, discounts, attachments, and duplicate estimates with one click. Then, convert accepted estimates into invoices without entering everything again. Here’s what’s new. Keep estimates organized by department Assign […]
Read More Estimate Improvements
Refunds are a normal part of business. Cleaning up the accounting afterward shouldn’t be. With Patriot’s new automation, you can refund a customer’s Stripe payment directly from Patriot Accounting. Patriot automatically records the transaction, updates your reports, and keeps your books accurate. Consider the accounting cleanup officially off your to-do list. Refund payments without the […]
Read More Stripe Refund Automation
The print-sign-scan shuffle is officially retired. With electronic signatures now built into Patriot HR, getting offer letters and onboarding documents signed, and getting signed acknowledgement for other timely documents is as easy as hitting “send.” Paperwork without the paper Attach offer letters, policy acknowledgements, and other onboarding documents directly to a new hire’s self-onboarding invitation […]
Read More Employee E-signatures in Patriot HR
The invoice list summary metrics are back, and this time they come with an upgrade. We replaced the old quick filters with metric cards that show you both dollar totals and invoice counts, broken out by status. At a glance, you can now see: The cards do double duty as filters too. Click any metric […]
Read More Invoice Summary Metrics Are Back and Better Than Ever
We’ve redesigned the user menu in the top right corner of your account to bring several settings and links together in one place. Instead of hunting for account options across different pages, you’ll now find everything organized in a single dropdown when you click your avatar. Here’s what’s inside: Your name and email appear at […]
Read More New User Drop-Down Menu
We’re excited to announce an improvement to our QuickBooks Online integration! Customers using either our standard QuickBooks Online integration or the Enhanced QuickBooks Online integration (Beta) can now send past payrolls to QuickBooks directly from the Integration Status Report. Previously, only payrolls run after the integration was connected could be sent over. If you ran […]
Read More Quickbooks Online Integration: Send Past Payrolls