ACCLIVITY BLOG

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Start a New Year, Right

For many customers, this is the time of year when you need to send your ‘books’ to your accountant. The books these days are electronic company data files that your accountant can audit because you can arrange for a Free Accountant Copy of AccountEdge for your accountant. You can also generate year-end reports and send those to your accountant.

Once end-of-year accounting entries are made to your file, either by you or your accountant, you can create a backup of the company file, and start a new fiscal year.

In addition to having a company file in the current fiscal year, some customers like to keep a copy of the prior fiscal year file. If you do this, be sure to set the prior fiscal year file to read-only, to prevent entry of unwanted transactions.

Many customers also purge old data from the current company file. Purging is the process of removing transactions dated prior to a date you specify. Purging makes a company file leaner, resulting in better performance when entering future transactions, and may allow you to remove old customer, vendor and employee card file entries. You can also remove disused items from inventory, as long as there are no quantity and values for the items.

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AccountEdge - Critical Update

We’ve identified an issue for customers who have upgraded to the 2014 version of AccountEdge Pro and have set up custom Employer Payroll Expenses.

In response, we have just released payroll updates for both the 2013 and 2014 versions. This includes changes for MA, VT, OK, ND. The 2014 update includes several defects that have been addressed including an issue with the upgrade program which was clearing out any Expense Limit rates set up within a user defined employer expense.

Customers who have upgraded to AccountEdge 2014
Customers who have upgraded from 2013 to 2014 and who have Employer Expenses with an Expense Limit set to the “Equals x% Percent of” option selected, will need to re-enter this Expense Limit percent.

Although this issue will not affect employee paychecks, you will want to confirm and correct the Expense Limit if one is used. In the screenshot below you can see that the expense limit was reset to 0%. Installing the latest update will not restore this expense limit rate. You will need to re-enter this rate.

Customers who have not yet upgraded to AccountEdge 2014
If you have not yet upgraded to version 2014, be sure that you perform a Check for Updates after installing the new version to ensure that you have the latest release r18.0.3, which resolves this issue for those who have not yet upgraded their company file.


We apologize for the inconvenience.
The AccountEdge Team
800-322-6962.

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AccountEdge Mobile 2.4 - Now Live

Over the past several months we’ve been working hard on an update to AccountEdge Mobile to address an issue that has affected a very small number of users, but in a big way. These users have reported having issues trying to sync large lists - by this we mean customer, vendor, or item lists in the thousands.  Some have ‘smaller’ lists, just over 1,000 customers or items, but they were using older iOS devices, and some have 20,000 customers and are using the latest iOS devices available.  

Either way, we’re happy to report that AEM 2.4 is now available and it will help all of these customers to sync their lists.  We’ve completely rewritten the code used to sync and we’re thrilled with the results we’ve seen with the data sets we have in house and those submitted by our intrepid end users. While it will still take some time (and we recommend making sure your device does not go to sleep), depending on the list size and device speed, we’ve seen some amazing results; One data set with 19k customers and 10k items (which could not sync previously) was synced on an iPad 3rd generation in 12 minutes and in only 3 minutes on an iPhone 5S. 

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Introducing AccountEdge 2014

If there was a theme for this year’s release, it would be: “helping those who want to spend hundreds, not thousands”. We focused on a few larger features not typically found in small business accounting software, but rather in much higher end apps or services where you would typically spend thousands of dollars. Our goal was to keep existing customers from having to look at these higher end solutions (and pay a ton of money unnecessarily) and satisfy prospects who similarly would prefer “to spend hundreds, not thousands”. With new features like Departments and Variations we believe we will continue to help our customers by growing with them. We also believe we will attract new customers by meeting their needs today and keep some money in their pocket.  For more information on AccountEdge 2014, visit us online.  To request a Free Accountant Copy for your CPA in public practice, request one here.

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Last week we celebrated the 18th Annual Acclivity Partner Summit in New Orleans.  This annual event brings together Acclivity Certified Consultants from all over North America, and beyond, to share 3 days of learning and fun. It was another stellar event for all the usual reasons, both inside and outside the meeting room. Cafe Du Monde, dinner at Mother’s, Bourbon Street, the drink cups, and all the sights and sounds that make NOLA truly unique.  
Special thanks to Forte and SurePayroll for their participation and sponsorship.  
Thank you to our guest speakers who all did a great job on their sessions, including:
- Ray White from NJ, who delivered great insights on ODBC, Excel and Crystal Reports;  - Gary Craig from Dallas, who deftly explained the intricacies in converting accounting files to AccountEdge; - Len Levin from Boston, who did a great job discussing backup strategies, hardware, and software; - Marilyn Benninger, longtime friend of Acclivity, who shared her expectations and experiences visiting Apple Retail Stores in Canada; - Jenn McCabe from LA, who delivered a session that will go down in Summit history on how Team Jenn hires, trains, and motivates their employees.  Simply brilliant.
The upcoming release of AccountEdge 2014 was the centerpiece and received the usual degree of anticipation and delight. With this year’s focus on a few big features, we think we’ll have something for the types of businesses that would normally expect “to spend thousands, not hundreds”. Stay tuned for more details in the coming weeks…
If you are looking for local on-site help or remote support from an AccountEdge expert, find them on our Community Locator or Tony Seville’s Pirate’s Alley Café and Olde Absinthe House…  

- Todd

Last week we celebrated the 18th Annual Acclivity Partner Summit in New Orleans.  This annual event brings together Acclivity Certified Consultants from all over North America, and beyond, to share 3 days of learning and fun. It was another stellar event for all the usual reasons, both inside and outside the meeting room. Cafe Du Monde, dinner at Mother’s, Bourbon Street, the drink cups, and all the sights and sounds that make NOLA truly unique.  

Special thanks to Forte and SurePayroll for their participation and sponsorship.  

Thank you to our guest speakers who all did a great job on their sessions, including:

- Ray White from NJ, who delivered great insights on ODBC, Excel and Crystal Reports;
- Gary Craig from Dallas, who deftly explained the intricacies in converting accounting files to AccountEdge;
- Len Levin from Boston, who did a great job discussing backup strategies, hardware, and software;
- Marilyn Benninger, longtime friend of Acclivity, who shared her expectations and experiences visiting Apple Retail Stores in Canada;
- Jenn McCabe from LA, who delivered a session that will go down in Summit history on how Team Jenn hires, trains, and motivates their employees.  Simply brilliant.

The upcoming release of AccountEdge 2014 was the centerpiece and received the usual degree of anticipation and delight. With this year’s focus on a few big features, we think we’ll have something for the types of businesses that would normally expect “to spend thousands, not hundreds”. Stay tuned for more details in the coming weeks…

If you are looking for local on-site help or remote support from an AccountEdge expert, find them on our Community Locator or Tony Seville’s Pirate’s Alley Café and Olde Absinthe House… 

- Todd

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Mac OS X 10.9 Mavericks Compatibility

AccountEdge Pro v2013 and AccountEdge Basic v2 are our Mavericks compatible versions. You’ll find our compatibility statement in the knowledge base which includes information on other versions including the Candian and International Edition.

If you use Address Book Sync in AccountEdge, you’ll want to check the compatibility statement. Apple has removed Sync Services from the new operating system which means AccountEdge will no longer sync with Apple’s Contacts app (aka Address Book).

Although older versions may run fine on Mac OS X 10.9, these are not officially supported for Mavericks and will not be updated in case of any incompatibilities.

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Your accountant calls….

Your accountant calls for the ‘usual reports’, and your bookkeeper is on vacation in Disney World. Fear not, we are here to help.

Your accountant is just looking for enough data to make sure you are on the right path, so there will be no surprises come year-end and tax time. You can ask her specifically what reports she wants, then use AccountEdge’s Batch Reports feature to set them up to run when needed — issue solved going forward.

But for now, it is likely she wants a Balance Sheet report, customized with a specific date, and a Profit and Loss report for whatever date range she needs, showing the net income or loss for that period. These two reports tie-together with the Current Year Earnings account, and when you close your fiscal year, the income or loss is added or subtracted to the Retained Earnings account, hence the names.

Related reports include: aged receivables and payables reports, which correspond to the linked A/R and A/P accounts; an inventory detail report showing the quantity and value of your stock, which agrees with the inventory asset account; and a detailed Trial Balance report for accounts she indicates.

You’re on the right path if you can produce these reports knowing they are up-to-date and accurate. Don’t be afraid to ask your accountant for feedback on these reports. If your accountant tends to make monthly, quarterly, or annual adjustments based on these reports, be sure to record those adjustments as Journal Entries in your AccountEdge company file. If you need to record adjustments or depreciation on a regular basis, setup recurring Journal Entries to record the entries. Then your reports will reflect reality at year-end.

Additional information relating to Accountant, Account and Banking reports is available in our FAQs.

So, when your bookkeeper returns from the Magic Kingdom, you can show off some AccountEdge magic of your own.

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AccountEdge Pro r17.3.2 (Canadian Update)

We just released AccountEdge Pro 17.3.2 for Canada. It addresses over 20 defects in the Canadian version of AccountEdge Pro 2013 for Mac and Windows.
You can check the release notes to see the list of fixes.
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We Offer Free Email Support

In 2011 we made the decision to offer free email support to all of our customers. It’s one of the important ways AccountEdge differs from other accounting software on the market.  We understand that our telephone support plan may be the best solution for many, especially for time-sensitive questions. But be assured that even if you are not on a paid plan, we are here to help.  Although it can get tricky if you’re on a really old version, no promises for those still on AccountEdge 2002 (please consider an upgrade).

Frequently other companies that also offer free email support utilize auto-generated emails that includes links to FAQs that may or may not answer your question. The tone and message come across as robotic and impersonal, because it is. If you’ve ever received a response like this you know it’s not very satisfying or particularly helpful.

When we created our free email support we were determined to do better than that. All of our responses are personalized to answer your specific question. You’ll  know there’s a person who read your email and cares about solving your problem.  We do our best to respond within 24 to 48 hours (1-2 business days) and we usually do much better. 

The next time you have a question, why don’t you try sending us an email. Here’s the link to our support site where you can find the form: http://accountedge.com/support/

Of course, the Telephone Support Program is available if you want to resolve your questions real-time.  This service includes the ability to share screens, so when you talk with one of our New Jersey-based, trained staff members, you both see the same thing.

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Mac OS X 10.9 Mavericks Coming Soon

Apple has released a gold master of the next operating system called Mavericks. This typically means that it will be released to the public shortly and rumors point to October 15th.

As Acclivity continues to test AccountEdge against this new operating system there are a few things to keep in mind.

AccountEdge Pro 2013 will be tested against this new operating system and will be our official 10.9 supported version. Although we will test compatibility against AccountEdge versions 2010-2012, products older than v2013 will not be officially supported or updated for 10.9.

We will be posting a compatibility statement on Mac OS X 10.9 in the upcoming weeks to let you know of any known issues. Currently we are aware that Apple has removed Sync Services support which AccountEdge uses to sync with Apple’s Contacts app (aka Address Book). Address Book sync will no longer be supported in AccountEdge with Mac OS X 10.9.

We suggest that if you are planning on upgrading to the new operating system, to be sure you’re on the latest version of AccountEdge and, of course, back up your accounting files.