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Running payroll means seeing the same list of names week after week. But names on a screen don’t tell you much about the people behind them — and as your team grows, keeping everyone straight gets harder. That’s why we’re excited to roll out employee profile pictures. It’s a small change with a surprisingly big […]
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We’re excited to announce that we’ve released a self-service co-branding tool that lets our partners add their logo and reinforce their brand to their clients. We’re thrilled to have great feedback from our partners about this new tool already. And, when our partners are happy, we’re happy.
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We’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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Time 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 More Manage Time Cards Improvements
Pssst … 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.
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The 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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OK—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.
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We 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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When the Account Trial Balances Report first came out, we kept it simple to start with just displaying ‘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.
Read More Account Trial Balances Report Improvements
Getting 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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Accounting 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 More Add Accounts “On-the-fly” When Managing Transactions