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Noteworthy enhancements are below.
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You don’t know what you don’t know. But for payroll customers who use prefunded direct deposit, now you do! You can now view your prefund balance on Step 1 when running payroll, giving increased visibility before running payroll with prefund.
Read More Prefund Balance Display
Seeing double? Nope. That’s just our new feature that lets you duplicate invoices with the click of a button. Accounting software customers can now click “Duplicate” on a created invoice to copy the information for another invoice.
Read More Duplicate Invoice Feature
Account reconciliations just got easier! Now Accounting Premium customers can see the check number (when applicable) from customer payments or vendor payments when doing account reconciliations. Adding the check number column brings the accounting information you need to see front and center, making it a better user experience.
Read More Account Reconciliation Enhancement
You want to see the data that matters. We hear you. And, because we’ve gotten feedback that users want to be able to see the Payroll Register report without seeing voided paychecks, we’ve added a toggle that allows you to show or hide those voided paychecks. Listening is just one way Patriot is helping business […]
Read More Payroll Register Report Enhancement
Sick of having to void or delete a vendor payment every time you want to edit a paid vendor bill? Now, you don’t need to. With our latest update, you can edit anything on the vendor invoice (except the vendor and the amount) without voiding the payment. Simply make the change … and move on […]
Read More Edit Paid Vendor Bills
Are you a Patriot Payroll customer with a Vestwell 401(k) plan? If so, it’s almost time for your year-end discrimination testing, which Vestwell will handle. But, you need to make sure Vestwell has the most up-to-date information about each employee. To make things even easier for you, we’ve released our Year End 401(k) Retirement Plan […]
Read More Vestwell Census Report for Year-end Testing
We’re all about saving you clicks, time, and headaches. And our latest enhanced feature does all three! Now, accounting customers can edit certain fields on paid invoices without voiding the payment. So go ahead—edit paid invoices on the general ledger, in your invoice list, and on the invoice detail report.
Read More Edit Paid Invoices
Accounting and payroll customers, it’s getting to be that time of the year again—caroling, sledding, and—if you made 1099 payments—handling 1099 forms. And because we know you’re eager to tick off your year-end responsibilities, we made 2022 1099s available now in the software. You can print and distribute your 1099s to contractors and vendors as […]
Read More 2022 1099s Are Now Live
What do you get when you add a Payment Account dropdown to the Enter & Pay Bills page? Happy accounting software customers. OK, so maybe it’s not the most memorable riddle. But the time you save with our new enhancement could be. Our new dropdown lets you select the account you want to pay a bill from—all without having to leave the page.
Read More Payment Account Dropdown
You made the sale. You’ve gotten paid. And now, you’re recording it in your books. Shouldn’t recording it be the easiest part? We think so. And thanks to our new Deposit Account dropdown, it is. Our new dropdown lets you select the account your payments get deposited to. No more having to go to your […]
Read More Deposit Account Dropdown