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AccountEdge Basic Changelog

What's new in AccountEdge Basic v18 22.0.9.0

Jul 6, 2018
  • Product Fixes and Enhancements:
  • Solved a problem with applying a credit at the same time as creating an invoice could cause the customer balance to not be correct.
  • Addressed an issue with applying credits to orders and converting to an invoice where the credit is not cleared.
  • Fixed a rare crash when creating a header account in the chart of accounts.
  • When emailing from the sales window, if choose another email address besides Billing Address #1, and enter a new email and choose to update the card, it would update Address 1.
  • When creating an order with a payment and reversing the payment before converting the order to an invoice/purchase, when the order is converted, the Card's AR/AP balance was incorrect.
  • Several other minor issues have also been addressed

New in AccountEdge Basic v7 22.0.8.0 (Apr 23, 2018)

  • Product Fixes and Enhancements:
  • We've cleaned up some sorting issues in the To-Do List.
  • We've made some changes to better support the use of Forte's EMV credit card terminal where depending on the version of your operating system, the terminal may time out when connecting.
  • Addressed an issue where the application may unexpectedly quit when you mark an item or other record as Inactive.
  • Fixed a display issue where if you edit a Customer PO# and return to the sales register window, the change made was not displayed on the window.
  • We've made some adjustments to how we pull sales orders from Shopify to address issues having to do with time zones and Daylight Savings where some orders were not being received.
  • The application would hang for some users when attempting to customize a form created in a previous version.
  • We fixed a minor problem when importing items where certain columns were not included the application would crash.
  • When changing a card on a Reminder, the application would sometimes crashed.
  • Other minor defects were also addressed.

New in AccountEdge Basic v17 21.0.11 (Sep 12, 2017)

  • Addresses several issues introduced with Mac OS X 10.13 High Sierra.
  • When syncing an item with Shopify that has a linked graphic in AccountEdge, but the image does not exist in the graphics folder, the app would crash.

New in AccountEdge Basic v17 21.0.9 (Jul 27, 2017)

  • Enhancements & Issues That Have Been Resolved:
  • When using a consolidated tax code, if you change the layout of the sale or purchase from Service to Miscellaneous, or vice versa, the tax doubles.
  • When processing a credit card that fails an AVS Zip Code check, the results will be color coded to to help alert you if an AVS check has failed. The error message associated with the failure will display more information and is stored so it can be recalled at a later time.
  • If a payment being processed has been declined, further information will be displayed to help identify the reason which is also stored to be recalled at a later time.
  • Fixed an issue when syncing a Receive Money transaction from AccountEdge Connect. When a preference in AccountEdge Connect was set to have AccountEdge assign the transaction ID during sync a warning was being issued about a missing transaction ID number.

New in AccountEdge Basic v17 21.0.7 (Jun 28, 2017)

  • Enhancements & Issues:
  • When viewing a transaction from the notification window, the application would crash.
  • When purging transactions if you selected a record to purge, a white box would display instead of a checkmark.
  • Analyze Cash Flow was displaying quotes and orders.
  • Exporting contact cards was missing address lines for Address 3.
  • Provides support for the new Dropbox v2 API which will be required for using Dropbox with AccountEdge.

New in AccountEdge Basic v17 21.0.6 (Mar 21, 2017)

  • Enhancements & Issues That Have Been Resolved:
  • AccountEdge will now sync Receive Money transactions from AccountEdge Connect.
  • When a receive/spend money transaction created in AccountEdge Connect is edited in AccountEdge the program would unexpectedly quit.
  • The Balance Due field that can be added to a Sales/Purchase email shows the Total Amount even if you have a payment applied.
  • We were not displaying the correct Note field in reports displaying Cash Disbursements or Cash Receipts.
  • Fixed an interface issue around detaching of attachements to transactions.

New in AccountEdge Basic v17 21.0.5 (Feb 14, 2017)

  • ENHANCEMENTS & ISSUES THAT HAVE BEEN RESOLVED:
  • The Sales Tax Detail and Summary reports have been changed to provide more detail including more useful totals and gross/net sale amounts.
  • Under certain circumstances a change to your report formatting would not save.
  • Fixed a problem where reports would not display reports correctly that were previously customized with different formatting.
  • Depending on your preference settings, it was possible to create a duplicate transaction ID when creating a quote.
  • Fixed a problem where you were not able to copy and paste fields on custom forms.
  • When printing or emailing a sale or purchase that has not yet been recorded the message asking about Outstanding Credits/Debits was not displayed.
  • If applying a credit to an invoice and at the same time using Paid Today to pay the balance with a credit card, the amount being charged to the credit card is the full amount, not the amount less the credit.
  • If you applied a credit to an invoice and using Paid Today, the paid today portion was recorded as a voided receipt transaction.

New in AccountEdge Basic v17 21.0.3 (Dec 24, 2016)

  • This update includes the new 2017 Federal withholding tables as well as state and local changes. The latest W-2, W-3, 1099, 1096 forms have been updated.
  • The payroll tax table can be loaded by those customers on a Payroll Tax Service plan. Learn more about the Payroll Tax Service plan at http://accountedge.com/payroll/.
  • Product Enhancements & Issues That Have Been Resolved:
  • Vertical lines separating columns have been added to the sales & purchases windows as well as Departments, Adjust Inventory, Auto-Build, Item Information, Set Item Prices, Build Items, Jobs List and Timesheets.
  • The performance of displaying and choosing a Job while on transactions has been improved especially for those with many Jobs.
  • Customized forms from previous versions had issues with margins where forms would print down and to the right.
  • Creating an invoice from a purchase reverted the description to the default.
  • The Timesheet window columns will now grow as you expand the window.
  • When changing a customer on a sale, any description would revert back to the default.
  • New Payee Name and Payee Address fields are available as custom fields for Checks, Check Stubs and Payment Notifications.
  • Addressed an issue importing bank statement files from certain banks including Santander Bank which used a slightly different format.
  • We've added support for UPS Access Points where you can search for and ship to a UPS Access Point.
  • UPS Bill Receiver (Collect) is now supported
  • When including Salesperson Commissions on a paycheck, the commission was not being added to the paycheck.
  • Many new filters and field options have been added to Emailing from the Cards command center.
  • Fixed some interface issues when selecting contacts to email in Advanced Filters in the new Email feature in the Card File.
  • Added the ability to choose the Receipt type (Refund, Payments, Receive Money) when going to print receipts.
  • Addressed an issue where the Inventory Count Sheet window might hang and the report was taking a long time to build.
  • Fixed an issue where Salespeople were not showing up in the Salesperson list on sales, etc. If this continues, run Verify File from the File menu to fix the problem.
  • Categories were not being exported when exporting certain transaction types.
  • Addressed issues importing transactions that had notes attached.
  • When attempting to email from the Review Shipments Before Emailing, receive An error occurred sending email.
  • Maximizing the Jobs List window would cause the application to crash on the Mac.
  • Fixed issues where if you needed to re-register AccountEdge with UPS the application may crash.
  • Certain filters were not working properly when choosing who to email.
  • Added a fix for those customers not being able to upgrade their company file. This occurred for those who were using electronic payments.
  • UPS Email Notification didn't always have all Card types available in the selection list.
  • Several other minor issues have also been addressed

New in AccountEdge Basic v16 20.0.14 (Dec 21, 2016)

  • This update includes the new 2017 Federal withholding tables as well as state and local changes. The latest W-2, W-3, 1099, 1096 forms have been updated.
  • The payroll tax table can be loaded by those customers on a Payroll Tax Service plan. Learn more about the Payroll Tax Service plan at http://accountedge.com/payroll/.
  • Product Issues That Have Been Resolved:
  • Employee Address, Employee Phone and Employee Pay Basis fields have been added as available custom fields to the Pay Check and Pay Stub forms.
  • AccountEdge Cloud is now called AccountEdge Connect
  • Addressed some issues syncing invoices to AccountEdge Connect to be sent out via Web Pay.
  • AccountEdge will now sync your company email to AccountEdge Connect
  • AccountEdge will sync customer and vendor Default Income and Expense accounts.
  • Both AccountEdge and AccountEdge Connect have been updated to help support customers that use different currency decimal and number separator settings.
  • Other minor issues have also been resolved in this update.

New in AccountEdge Basic v16 20.0.12 (Jul 7, 2016)

  • Product Enhancements & Issues That Have Been Resolved:
  • Addressed a crash that can occur in the Card File when clicking on the Leads tab. This occurred sporadically for some customers.
  • Updates to Payment Methods made in AccountEdge Cloud were not being synced to AccountEdge Pro and a warning was given after syncing.
  • We've made some enhancements to AccountEdge Cloud sync to address some issues certain customers were running into.
  • Other minor issues have also been addressed.

New in AccountEdge Basic v5 20.0.9A (Jun 16, 2016)

  • Resolved issues:
  • Fixed and issue where AccountEdge might crash when emailing an invoice to a customer who was signed up for Web Pay. This occurred when emailing through the sales window.
  • Improved AccountEdge Cloud sync to be more efficient when dealing with syncing changes to customer balances.
  • Addressed an issue where sales orders were being sent to AccountEdge Cloud as a closed receivable.
  • Other minor bugs have been addressed as well.

New in AccountEdge Basic 1.1 (Apr 24, 2012)

  • Addresses two issues:
  • Known issue with the upgrade assistant when upgrading FirstEdge company files prompts an error about a missing file.
  • When syncing with AccountEdge Mobile, invoice numbers will not be incremented based on the AccountEdge Mobile sale number.