Our quality engineering produces new software that's released daily, with bug free and secure code. This creates happy customers!
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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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.
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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.
Read More One-Click Accounting Settings
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
Accounting software customers, this one’s for you. We’ve followed your comments and requests and appreciate that you might want a “do-over” with your beginning balances in the accounting software. Whether you made a mistake or just want to go back a little further, you have the ability to edit, void, or delete your beginning balances in the accounting software. It’s not jumping in a time machine, but it’s close.
Read More Edit, Void, or Delete Beginning Balances
Payroll customers, this one’s for you! Although Full Service customers don’t need to file W-3s (Patriot handles it for you), and Basic customers file Form W-3 electronically, we heard you. You want to see what the actual Form W-3 looks like for your records, so we’ve given you the ability to download and print an employer copy of Form W-3 in the software.
Read More Form W-3 Report for Employer Records
At Patriot, we pride ourselves on making complex tasks easy. That’s why when the Paycheck Protection Program (PPP) forgiveness applications came out, we knew we could help. Our PPP Forgiveness Report easily calculates complex numbers to help simplify the PPP forgiveness application. Just fill in three simple questions, and Patriot does the heavy lifting.
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