Patriot Software Updates | Accounting & Payroll

Software Updates

Noteworthy enhancements are below.

Our quality engineering produces new software that's released daily, with bug free and secure code. This creates happy customers!

Multiple Departments in Journal Entries

May 4, 2023

Lovers of organized accounting books, listen up. This one is for you. We want to give users greater editing flexibility on journal entries that they create and allow for more granular categorization of transactions, so we’ve added a way to add departments by line item during your Journal entries. This way, you can easily track […]

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An example of splitting departments in a je

Refund Prefund Directly in Patriot 

April 11, 2023

Refund prefund? Say that five times fast! Patriot payroll customers who use prefunded direct deposit can now initiate a balance return directly in the software—without calling Patriot’s Support team. This update gives you an easy and seamless experience that puts you in control of your money. And if you miss talking with our fabulous Support […]

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example of how canceling prefund will appear in the software

Employee Statuses & Effective Dates Access for Vestwell Customers 

March 23, 2023

Are you a payroll customer with a Vestwell 401(k) plan? One of your responsibilities is to track and report employee termination dates to Vestwell. In the past, you needed to have our HR software add-on to track this info directly in Patriot’s software. And if you didn’t use our HR software add-on, you had to manually track employee termination statuses and effective dates on your own. We know that’s a pain. So, we’ve opened up employee status and effective dates access to all our payroll customers with Vestwell 401(k) plans. But wait, there’s more! We’ll also automatically send that info to Vestwell as part of our seamless integration.

Read More Employee Statuses & Effective Dates Access for Vestwell Customers 
employee statuses and effective dates access for Vestwell customers

Patriot’s Fresh New Look

February 17, 2023

Patriot’s Suite is getting a fresh coat of paint and some new finishes. But don’t worry—it’s still the same accounting and payroll software (and the same navigation) you’ve come to love! We’re simply modernizing our software for an improved user experience.

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Patriot's accounting and payroll's fresh new look

Prefund Balance Display

February 2, 2023

You don’t know what you don’t know. But for payroll customers who use prefunded direct deposit, now you do! You can now view your prefund balance on Step 1 when running payroll, giving increased visibility before running payroll with prefund.

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Prefund balance display on Step 1 of Patriot's payroll Software

Duplicate Invoice Feature

January 30, 2023

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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Duplicate invoice function in Patriot's accounting software

Account Reconciliation Enhancement

January 16, 2023

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. 

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Account reconciliation report

Payroll Register Report Enhancement

January 5, 2023

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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show voided checks toggle exaple

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