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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 […]
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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.
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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. Check out our help article, “Reconciling Your […]
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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 […]
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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 […]
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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.
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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 […]
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.
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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 […]
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Everyone dreams of living life in their golden years, including your employees. But without a retirement plan, those golden years may be a little, well, less golden. That’s why we’re excited to announce that our integration with Vestwell, Patriot’s 401(k) partner, is now live in the software! Payroll customers can enjoy exclusive pricing and easy […]
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