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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 […]
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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
Good news for anyone who’s been putting off setting up Auto Payroll: it’s easier now. We’ve reworked the setup experience for Auto Payroll, our feature that automatically processes recurring payrolls for W-2 employees on a set schedule. The improvements are live for all Basic and Full Service Payroll customers as of July 15. What’s Changed […]
Read More Auto Payroll Just Got a Simpler Setup
Funding payroll by wire or instant payments now comes with one less step. We’ve added a simple way to confirm your payment directly in Patriot your software, giving you a clearer, faster way to let us know your payroll funding is on the way. After sending the payment through your bank, you can confirm it […]
Read More Confirm Payment Sent by Wire or Instant Payment Improvements
Features that Make an IMpact Less Busywork, More You The latest updates, built to give your time back We’ve been busy so you can be less busy. This season’s updates trim the tedious stuff, smooth out the clunky bits, and hand a little time back to the person who runs the show — you. Grab […]
Read More Feature Round Up Summer 2026 Edition