Software Updates

Streamlined Invoice Improvements

You’ve asked for it, and we delivered! We are always listening to improve our accounting product to make it more user-friendly and meet our accounting customers’ needs.

Accounting Premium customers can now add default notes to all customer invoices allowing for terms and conditions or other important information to display on each invoice. And, all accounting customers can now select how they want their business name displayed on invoices, and print or email invoices again after customer payments have been applied.

Time-saving Journal Entry Improvements

We’ve made some improvements to the Journal Entry screen! These make recording your accounting transactions even faster because we value your time as much as you do.

“Smart Suggestion” Feature

Accounting software customers, buckle up because the future is here. Machine learning has come to Patriot through our new Smart Suggestion feature! Now when you import bank transactions, you’ll get automatic expense account suggestions … and more time to go about your day.

E-sign Vendor and 1099 Contractor Checks

Put down that pen! It’s time to save yourself another step when paying your 1099 contractors and vendors. You can now digitally sign checks, so you’ll never need to write out your name on checks one-by-one again.

Reconcile Liability and Equity Accounts

If crunching numbers is your cardio, you’re going to love our new reconciliation feature for liability and equity accounts. This feature helps accounting customers spot errors, or missing transactions.

Check Register Report

Patriot’s Accounting Customers now have an easy way to view bank activity details and balances with our new Check Register Report. Just one more way Patriot simplifies your accounting for you.