AccountEdge

VAT

HMRC recognised Making Tax Digital for VAT

Check the live status of VAT submissions and periods

Submit VAT Returns directly to HMRC

Sales

Measure your profitability and margin by invoice

Create and convert quotes, orders and invoices

Lead tracking

Debtors control - see who owes you money, how much and due dates

Price Matrix with multiple price levels and quantity discounts

Commission tracking

Track sales orders and back orders

Time-billing

Track and bill clients for your time and activities

Record timesheet actitivies to bill customers and pay employees (requires Payroll subscription)

Purchases

Enter purchases, see who you owe money to, how much and when it’s due

Record supplier quotes and easily convert into purchase orders and item receipts

Purchase, track, control and sell stock

Banking

Record cash and bank transactions

Record petty cash expenses

Reconcile accounts

Cash Flow Analysis

Stock Control

Item Variations

Track stock in multiple locations

Item Kits (items made up of other items)

Item Pictures

Advanced Item Details - including fields, tags, brand, weight and more

Track item serial numbers

Sync items to Shopify webshop (requires Shopify)

Multiple-Currencies

Use multiple currencies for sales, purchases and bank transactions

Reports

Over 200 customisable reports available

Send reports to Microsoft® Excel for analysis

Customise invoice and statement templates

Report up to Balance Sheet, Profit & Loss, Trial Balance

Contact Management

Use contact details to help manage customer and supplier relationships

Customise and email invoices, statements, receipts, and other forms

Create and set reminders, take advantage of the To Do List

Send data to Microsoft® Word for individual letters or personalis ed mailshots

Projects

Job, department and category tracking and reporting

Document Management

Attach files (such as contracts, receipts, images, pdf's, etc.) to transactions and contacts,

Financial

Manage accounts for multiple companies

Budgeting

Keep seven years of transaction history

Create recurring transactions templates for sales, purchases and banking

Tracking reimbursable expenses

Payroll (requires subscription)

Calculate wages, PAYE, National Insurance, Student Loans, and manage liability payments

Manage payroll for multiple companies, with unlimited employees

Calculate pension deductions (automatic enrolment and private pensions)

HMRC recognised Real Time Information (Full Payment Submission / Employer Payment Summary)

Print and email payslips, P45's & P60's

Other features

GDPR compliance features

AccountEdge Connect (cloud companion app) *separate subscription required

Shopify integration - sync webshop sales to AccountEdge

Dropbox integration for secure backups