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AccountEdge Pro Changelog

What's new in AccountEdge Pro v19 Build 23.1.1

Dec 19, 2019
  • This update includes several product enhancements, payroll changes and support for the new W-4 Step 2 Checkbox.

New in AccountEdge Pro v19 Build 23.0.7 (Jun 28, 2019)

  • Product and Payroll Enhancements & Issues That Have Been Resolved
  • Pennsylvania Municipal Local Tax - a new local tax rate has been added for 3.6%.
  • AccountEdge Connect and the Customer Portal will display, with full detail, Web Pay Sales originally created in AccountEdge Pro. You can watch this video to learn more.
  • When consolidated tax codes were used on a sale and a partial payment was applied to that sale, the Sales Tax (Cash) reports' totals on the bottom of the report were incorrect.
  • The Pay Liabilities window's performance has been improved. This window was taking a long time to load.
  • We've improved the handling of sync errors with AccountEdge Connect which could result in an unintended Unlink of your account or duplicate transactions created during the next sync.
  • AccountEdge will now sync with Shopify using weights of measure that matches the set-up of the Shopify store.
  • Orders created in AccountEdge Pro can now have a payment applied against them in AccountEdge Connect.
  • Addressed an issue linking and unlinking your Shopify account.
  • When working in Spend Trust/Escrow/Retainer, it was possible to mistakenly create a new customer card with the same customer name.
  • Addressed a potential crash when closing the application while working with retainers.
  • Several other minor issues have been addressed.

New in AccountEdge Pro v19 Build 23.0.6 (May 8, 2019)

  • Product Enhancements & Issues That Have Been Resolved:
  • The Balance Sheet would not display the date correctly if the report was customized.
  • If using the preference to Show Vendor Invoice Number in Pay Bills, there was a scenario that could cause a crash.
  • If you were creating a report for a 13th Period, no data was displayed unless you enabled the setting to include accounts with zero balances.
  • Using Combine Card was not removing the customer or changing the invoices to reference remaining customer in AccountEdge Connect.
  • Previously when performing an initial sync with AccountEdge Connect or a Force Sync, the software would send up all closed Receivables. The software will now only send up closed A/R and A/P for the current fiscal year to speed up sync times.
  • AccountEdge Connect Sync has been adjusted to not send up un-needed data which should make syncing perform faster and more efficient.
  • Receive Money transactions created in AccountEdge Connect but later edited in AccountEdge Pro was not kept in sync.
  • Addressed an issue that could have caused an invoice balance in AccountEdge Connect to not equal the matching receivable balance for that invoice.
  • Jobs were not being displayed on synced sales in AccountEdge Connect.
  • Several other minor issues around syncing have also been addressed.

New in AccountEdge Pro v18 Build 22.0.15 (Dec 28, 2018)

  • January 2, 2019 Payroll Update:
  • This update adds additional state payroll changes to the previously released 2019 payroll update. Please see the list of product changes below.
  • Payroll Tax Changes:
  • For those customers enrolled in Payroll Tax Service, this update also provides access to the 2019 Federal, State and Local payroll tax changes. Please see the list of payroll changes below.
  • State and Local Payroll Changes:
  • Indiana - Several county withholding rate changes.
  • Massachusetts - Decrease in withholding rate for 2019 to 5.05%.
  • Mississippi - Update payroll tables.
  • North Dakota - Updated tables and withholding allowance.
  • Rhode Island - Updated Tables and no exemption for wages over $227,050.

New in AccountEdge Pro v18 Build 22.0.14 (Dec 21, 2018)

  • Product Enhancements & Issues That Have Been Resolved:
  • Oregon Transit Tax to be included in W-2 Box 14.
  • When a sync with AccountEdge Connect is interrupted, transactions that have not been received into your company file will remain in AccountEdge Connect as 'unsynced'. During the next sync, those transactions will be imported.
  • During a sync, if you receive an import error on a specific transaction, you can now edit the transaction in AccountEdge Connect to resolve the issue or elect to delete the transaction.
  • AccountEdge will better handle situations where a duplicate transaction could have occurred if there were previously errors or sync interruptions (internet dropped, etc).
  • Several other minor issues have also been addressed

New in AccountEdge Pro v18 Build 22.0.12 (Oct 15, 2018)

  • This update contains a new payroll tax table and several defect fixes

New in AccountEdge Pro v18 Build 22.0.11 (Aug 30, 2018)

  • Payroll Tax Changes:
  • Illinois - Newly updated withholding tables to reflect an increase in the personal exemption amount.
  • Louisiana - A new withholding forumula was made available by the state.
  • Maryland - Updated withholding tables and formulas to account for the increase in the state's standard deduction maximum base amount to $2250.
  • New Jersey - updated withholding tables with new wage brackets
  • Product Fixes and Enhancements:
  • Addressed an issue importing bank statements where the import and matching was taking too long to complete.
  • When synching with Shopify, if a customer name didn't match due to cases (upper case/lower case) a duplicate customer record was created.
  • Fixed an issue when an item has variations (eg. sizes and colors) and auto-build was also being used, if you made a change to the master item sometimes the auto-build information was removed.
  • When emailing with Outlook, when a line in the body of an email wrapped to the next line, a carriage return was being added to the email when sent.
  • When multiple locations was set up in Shopify, under some circumstances, the inventory count from AccountEdge was not being synced to items in Shopify.
  • Addressed an issue when syncing Spend or Receive Money transactions with AccountEdge Connect resulted in an error when the transactions included lines for $0.
  • Several other minor issues have also been addressed

New in AccountEdge Pro v18 Build 22.0.10 (Jul 6, 2018)

  • PAYROLL TAX CHANGES:
  • For those customers enrolled in Payroll Tax Service, this update includes the following state(s) payroll changes:
  • Philadelphia - Employers in Philadelphia are to implement reduced withholding of its wage tax from workers in the city starting July 1, 2018 with new rates for residents and non-residents who work in the city.
  • Federal Supplemental Wage rate was reduced from 25% to 22%.
  • PRODUCT FIXES AND ENHANCEMENTS:
  • If you create items with variations within Shopify and sync them down to AccountEdge, a sync error might have occurred depending on the items setup.
  • Addressed an verification error having to do with Quotes with Kits and Jobs.
  • Recurring Sales that included a kit may have been priced incorrectly.
  • If using a 13th Period in your fiscal year, transactions in that period were not showing on some reports and screens.
  • Fixed a couple of crashes that could occur when using the space bar on some filters in reports.
  • Several other minor issues have also been addressed

New in AccountEdge Pro v18 Build 22.0.9 (Jun 1, 2018)

  • For those customers enrolled in Payroll Tax Service, this update includes the following state(s) payroll changes:
  • Idaho - New updated withholding tables and rates to reflect the new Child Tax Credit has been implemented with a new Allowance of $2,960. The Idaho State Tax Commission strongly recommends all employees update their W-4s.
  • Kentucky - KY has removed the graduated tax rate and is going to a flat tax rate of 5% for all wages.
  • Oregon - A new Oregon Transit Tax has been introduced and will be added to each employee with a residence code of Oregon or work in Oregon.
  • Utah - UT has changed from a flat 5% tax to a tables with new rates for Single and Married. An Allowance is set at $4050.
  • Product Fixes and Enhancements:
  • Adjusted the sync with AccountEdge Connect for slower connections or computers where large amounts of data is being synced and timeouts may have occurred.
  • SHOPIFY USERS - Shopify has changed the way it stores and syncs inventory quantities. All users will need to use this version of AccountEdge to sync with Shopify by July 1st.
  • Fixed an issue where you couldn't select a department in Advanced Filters on the Find Transaction window.
  • Solved a problem with applying a credit at the same time as creating an invoice could cause the customer balance to not be correct.
  • When the setting for including both items and time billing activities on invoices was enabled and using Select Item by Name, you were unable to choose an item.
  • Addressed an issue with applying credits to orders and converting to an invoice where the credit is not cleared.
  • There was an issue where if reports were password protected all of the report tabs were blank and the cancel button wouldn't operate.
  • If a Kit report was saved as a custom report, it would not display in the Custom tab in the Index to Reports.
  • Fixed a rare crash when creating a header account in the chart of accounts.
  • When exporting journal entries, categories were not being included.
  • Fixed display issues with the Vendor Purchase Detail and Item Purchase Detail reports.
  • 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 Pro v18 Build 22.0.5 (Feb 6, 2018)

  • This update addresses a single issue having to do with processing credit cards. It also contains the previously released 2018 Federal Payroll Changes and Withholding Tables from r22.0.4. Please install on all Macs running AccountEdge Pro.
  • Product Changes:
  • Addresses an issue with processing credit cards where you couldn't store payment details for future transactions.

New in AccountEdge Pro v18 Build 22.0.4 (Feb 1, 2018)

  • Payroll Tax Changes:
  • For those customers enrolled in Payroll Tax Service, this update includes Federal changes for the Tax Cuts and Jobs Act and State changes for Mississippi and Oregon. Be sure to Load Payroll Tax Tables from the Setup Menu.
  • Federal - All new 2018 withholding tables and new rates for the Tax Cuts and Jobs Act.
  • Federal - Annual withholding allowance for 2018 has changed to $4,150.
  • Mississippi - Updated withholding tables including a new bracket.
  • Oregon - New withholding tables, changes to standard deductions, Federal tax phase out is set as $6650 and allowances are now $201.
  • Product Changes:
  • If a company file is set as unchangeable, in some instances you cannot reverse an adjust inventory transaction.
  • Addressed an issue that could cause a scenario where you would have zero quantity of an item in inventory but still have an inventory dollar value for that item.
  • An issue was fixed where you couldn't receive inventory or adjust inventory when a negative sale was present for that item.
  • Fixed a problem where the application would quit when the user would enter a price without a quantity being entered.
  • When in Jobs/Transactions tab, the totals at the bottom of the scroll area are not updated between the Summary and Detail views or when filters are used and items listed in the scroll area change.
  • After recording a sale with more than one Kit, the first kit does not have the cost of sales in the kit history post.
  • When printing the Jobs List Detail report from the Job Information window, the Linked Customer was not printing.
  • Fixed several issues where an incorrect COGS amount was used when editing, deleting or reversing inventory transactions under certain circumstances.

New in AccountEdge Pro v18 Build 22.0.3 (Jan 5, 2018)

  • January 2, 2018 Payroll Update:
  • The IRS is expected to deliver official federal withholding tables sometime in January requiring employers to begin rolling them out in early February. Be sure you are on a valid payroll tax plan in order to receive this and future payroll updates.
  • Payroll Tax Changes:
  • For those customers enrolled in Payroll Tax Service, this update includes payroll changes for California, Indiana, New York, Pennsylvania and Washington.
  • Changes:
  • CA DI withholding rate has increased from .9% to 1%. The taxable wage limit is $114,967 with a maximum of $1,149.67 to be withheld.
  • IN has twelve counties that have income tax rate changes for 2018.
  • NY SUI wage base changed from $10,900 to $11,100.
  • PA SUI Employee rate changes to .06% for 2018.
  • PA SUI Employer expense wage base is changing from $9750 to $10,000.
  • WA SUI wage base is changing from $45,000 to $47,300.

New in AccountEdge Pro v17 Build 21.0.13 (Jan 4, 2018)

  • For those customers enrolled in Payroll Tax Service, this update includes payroll changes for California, Indiana, New York, Pennsylvania and Washington:
  • CA DI withholding rate has increased from .9% to 1%. The taxable wage limit is $114,967 with a maximum of $1,149.67 to be withheld.
  • IN has twelve counties that have income tax rate changes for 2018.
  • NY SUI wage base changed from $10,900 to $11,100.
  • PA SUI Employee rate changes to .06% for 2018.
  • PA SUI Employer expense wage base is changing from $9750 to $10,000.
  • WA SUI wage base is changing from $45,000 to $47,300.

New in AccountEdge Pro v17 Build 21.0.12 (Dec 21, 2017)

  • This update includes several product enhancements, resolved issues and an updated W-2 form. Please see the list of product changes below.
  • Once the upcoming Federal Tax Bill has passed, the IRS is expected to deliver official withholding tables sometime in January requiring employers to begin rolling them out in early February. Be sure you are on a valid payroll tax plan in order to receive this and future payroll updates.
  • Product Enhancements & Issues That Have Been Resolved:
  • Addressed an issue with OfficeLink where no numbers were displayed if due to a currency symbol setting on certain reports.
  • Fixed an issue with importing mileage slips and accounts with a description that contained carriage returns.
  • Other minor issues were also addressed.
  • For those customers enrolled in Payroll Tax Service, this update also provides access to the 2018 Federal, State and Local payroll tax changes. Please see the list of payroll changes at:
  • http://get.acclivitysoftware.com/appcast/us/ae17/mac/rnotes21012.html

New in AccountEdge Pro v17 Build 21.0.11 (Sep 12, 2017)

  • Addresses several issues introduced with Mac OS X 10.13 High Sierra.
  • The Category Trial Balance Report was doubling foreign currency amounts under certain circumstances.
  • When in the Stock Alert report, the drill down on the items does not bring you to the To Do List/Stock Alert as it did in the past.
  • 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 Pro v17 Build 21.0.10 (Aug 4, 2017)

  • For those customers enrolled in a Payroll Tax Service plan, this update also provides access to the July 31, 2017 payroll tax table which, includes State and Local payroll tax changes. Please see the list of payroll changes below.
  • Payroll and Product Changes:
  • Idaho - Updated Single and Married withholding tables have been added.
  • Maine - Withholding tables have changed due to the repeal of the 3 percent surtax on high-income earners.
  • Fixed an issue with the new optional YTD Accural field for pay stubs where the column would be empty if the pay date is the last day of the month.
  • The Payroll Earnings report was not calculating the YTD column correctly.

New in AccountEdge Pro v17 Build 21.0.9 (Jul 27, 2017)

  • Enhancements & Issues That Have Been Resolved:
  • Illinois - An increased withholding rate of 4.95% has been passed by IL with an effective as of July 1st 2017.
  • 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.
  • A new optional YTD Accural field/column is now available to be added to pay checks and stubs. This can be used to display accrued paid sick time, etc.
  • 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 Pro v17 Build 21.0.8 (Jul 6, 2017)

  • Payroll Tax Changes:
  • For those customers enrolled in a Payroll Tax Service plan, this update also provides access to the July 2nd 2017 payroll tax table which includes State and Local payroll tax changes. Please see the list of payroll changes below.
  • Kansas - Increased income tax rates effective July 1st and retroactive to January 1st 2017. The tax table introduces a 3rd tax bracket.
  • Arizona -The Fair Wages and Healthy Families Act is effective July 1st. The Accrual Balance Detail & Summary reports now include an option to print each employee on a separate page and contains hours accrued, taken and available. This should be provided to employees for each pay run. A future product update we will include custom fields that can be added to pay checks and pay stubs to display these balances.
  • Enhancements & Issues That Have Been Resolved:
  • The Payroll Accrual Balance Detail and Summary reports now contains an option to print each employee on a separate page.
  • Fixed an issue when printing from the Shipping Manager to a Zebra printer reset your default printer setting.

New in AccountEdge Pro v17 Build 21.0.7 (Jun 28, 2017)

  • PAYROLL TAX CHANGES:
  • For those customers enrolled in a Payroll Tax Service plan, this update also provides access to the July 1st 2017 payroll tax table which includes State and Local payroll tax changes.
  • Please see the list of payroll changes below:
  • Illinois - a correction in the exemption from $2,150 to $2,175 has been made.
  • Indiana - Tax categories have been changed to include the county names vs just the rate. This relieves employers of the task of keeping up-to-date on county rate changes when they change. Instead, employers should make a one time change for each employee to the correct county tax category by January 1st 2018. Once changed, the rates for the county will be updated via payroll updates vs having to manually change these yourself.
  • New York City - There has been a revised withholding tax computation for NYC employees earning $500,000 or less per year. Effective July 1, 2017.
  • PA Philadelphia - Resident and Non-Resident tax rates have been reduced. The residents rate has been decreased from 3.9004% to 3.8907%. The non-residents rate from 3.4741% to 3.4654%.
  • NOTE REGARDING NY FAMILY LEAVE:
  • New York has passed a Family Leave program. You may need to create a new employee deduction by Jan 1, 2018. You can learn more about the New York Family Leave Plan on the NY State site.
  • ENHANCEMENTS & ISSUES:
  • Item quantities not updating in Shopify.
  • When viewing a transaction from the notification window, the application would crash.
  • Analyze Invnentory not showing or ommitting Committed or other quanities.
  • When purging transactions if you selected a record to purge, a white box would display instead of a checkmark.
  • Certain price breaks were not exporting when using the export items function.
  • When Preparing a Time Biling Invoice, if sorting by job, the invoice created would not be created with the same sort order.
  • 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 Pro v17 Build 21.0.6 (Mar 21, 2017)

  • Enhancements & Issues That Have Been Resolved:
  • AccountEdge will now sync Receive Money transactions from AccountEdge Connect.
  • When starting a new fiscal year and if your company file contains Progress Billing Quotes the software may hang.
  • 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.
  • The Create a Shipment window now contains a drill down arrow to take you to the customers contact card.
  • Purchase payment notes created in Purchase Payment Details are removed from the purchase payment if the payment is edited in Pay Bills.
  • Fixed an interface issue around detaching of attachments to transactions.

New in AccountEdge Pro v17 Build 21.0.5 (Feb 14, 2017)

  • PAYROLL TAX CHANGES:
  • For those customers enrolled in a Payroll Tax Service plan, this update also provides access to the February 2017 payroll tax table which includes the 2017 Federal withholding tables as well as State and Local payroll tax changes.
  • Please see the list of payroll changes below:
  • Indiana - State tax rate has been reduced to 3.23%
  • Ohio Local - a new local tax rate of 1.12% has been added.
  • PRODUCT ENHANCEMENTS & ISSUES THAT HAVE BEEN RESOLVED:
  • Addressed an issue with the Job Activity Detail report which would sometime display purchase amounts including tax and other times excluding tax.
  • Fixed a problem where you were not able to copy and paste fields on custom forms.
  • When using Auto-build sometimes the Qty To Build amounts could not be changed or showed incorrect amounts to build.
  • The Vendor Tax ID# was not being merged in an email template using that field.
  • When emailing from the Shipping Manager if more than one email address was used some users reported not being able to send the invoice or sending out incorrect invoice numbers.
  • We addressed an issue where an email sent regarding a UPS shipment may send an incorrect invoice number.
  • Addressed an issue where you could create a UPS shipment without the Ship Via field being populated.
  • The UPS Shipping Manager will now remember some details of your last shipment to make it easier to complete your next shipment. (eg. method, package type, etc.) This will be remembered until you close your company file.
  • We fixed a problem on TimeSheets with Departments enabled where certain fields would move off screen as you tab through a timesheet.
  • AccountEdge would sometimes quit due when attempting to send an email from the Shipping Manager.
  • 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 Pro v17 Build 21.0.4 (Jan 13, 2017)

  • PAYROLL TAX CHANGES:
  • For those customers enrolled in a Payroll Tax Service plan, this update also provides access to the January 10, 2017 payroll tax table which includes the 2017 Federal withholding tables as well as State and Local payroll tax changes.
  • Please see the list of payroll changes below:
  • Colorado
  • Kentucky - SUI - The SUI Wage Base for 2017 was changed back to $10,200.
  • Maine
  • NJ - FLI Rate
  • North Dakota
  • Oregon
  • PRODUCT 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.
  • A Check Number field has been added to the Receive Retainers window when the payment method of Check is selected.
  • 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.
  • When in a Time Billing Quote or Progress Billing Quote, with an expanded window, a large description is cut off.
  • Depending on your preference settings, it was possible to create a duplicate transaction ID when creating a quote.
  • Addressed an issue where you could create a UPS shipment without the Ship Via field being populated.
  • Fixed a problem where some users were not able to Re-Register their UPS account.
  • When emailing UPS shipment information to a customer, sometimes the wrong invoice information was included in the email.
  • When editing an amount in the cashflow worksheet/analyze cash needs, the new amount is not retained when you move back to the cash flow worksheet.
  • Fixed an issue where under certain circumstances you would not be notified of a new payroll tax table being available to load.
  • Addressed a possible issue where emailing from the Shipping Manager could cause the app to crash.

New in AccountEdge Pro v17 Build 21.0.3 (Jan 13, 2017)

  • 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 Pro v17 Build 21.0.2 (Nov 24, 2016)

  • Fix for UPS integration.

New in AccountEdge Pro v17 Build 21.0.1 (Nov 24, 2016)

  • Resolved issues:
  • Addressed an issue using Cmd H to hide an application resulted in AccountEdge being in a state where you could not restore the application making it appear that AccountEdge had crashed.
  • Using Cmd X or Edit/Cut to cut the selected text would result in it appearing that all text from the field was cut.
  • When using Paid Today from a sale depending on your linked account settings the receive payment transaction created was not posted to the account selected.
  • When using Paid Today and going to Details, if you only changed the Payment ID, the ID was not being saved.
  • Default Income and Expense accounts on Customers/Vendors was not syncing to AccountEdge Connect.
  • When a file is set to be "Changeable", Receive Money transactions marked as To Be Printed would show as To Be Emailed in the print list.
  • When clicking Edit for an Auto Build item, the list of items would mistakenly include the Auto Build item and not the components.
  • Emailing sales from AccountEdge sometimes mistakenly issued an Error 404 about not being able to connect to AccountEdge Connect.
  • When the preference is set to use account name vs number, you could not select an account when using Pay or Receive Refund.
  • When emailing receipts, the payor column is showing the memo instead of the payor.
  • Invoice Date and Purchase Date merge tags used on email templates were not working correctly.
  • File names for Receive Money receipts PDFs were not being named correctly.
  • When updating or changing a credit card on file for a customer, during your next sync to AccountEdge Connect, the card on file was removed from the customer record in AccountEdge Connect.
  • Categories on Recurring Sales and Purchases were not being saved to the Recurring template.
  • In boxes 15-20 on the W-2 Employee Information window, the wage column was empty with a description of Social Security Wages.
  • On Sales and Purchases that use Consolidated Tax Codes, if you clicked into the tax information window and clicked Recalculate, the amount displayed was incorrect.
  • Addressed an issue with using Auto Build while on a sale where a crash or incorrect transaction could be created.
  • Importing a Quicken QIF file was causing the application to close unexpectedly.
  • Deleting a paycheck with a timesheet attached caused the application to crash.
  • Under certain circumstances "Partial" was displayed in the jobs column instead of "Split"
  • When viewing the Email Template list, when using the drill arrows to view a template and not the one selected, you were being display the template selected and not the one clicked on.
  • Several other minor issues have also been addressed.

New in AccountEdge Pro v16 Build 20.0.13 (Sep 12, 2016)

  • This update introduces syncing of additional data and transactions with AccountEdge Cloud including the following:
  • Purchases including Quotes, Purchase Orders and Bills
  • Open and closed payables
  • Spend Money transactions
  • Pay Bills transactions to pay down open payables as well as use Paid Today when creating purchases.
  • Professional Sales layout type can be used and synced to AccountEdge Pro from AccountEdge Cloud
  • Other minor issues have also been addressed.

New in AccountEdge Pro v16 Build 20.0.12 (Jul 7, 2016)

  • Payroll Changes:
  • Philadelphia - Resident and Non-Resident rates have changed effective July 1st.
  • Idaho - Updated income tax withholding tables and increased allowance.
  • The payroll tax table can be loaded by those customers on a Payroll Tax Service plan. Learn more about the Payroll Tax Service plan.
  • 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.
  • Fixed some interface and font issues on the Move Items window
  • 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 Pro v16 Build 20.0.10 (Jun 29, 2016)

  • Payroll Changes:
  • Philadelphia - Resident and Non-Resident rates have changed effective July 1st. After installing this update, Choose Load Payroll
  • The payroll tax table can be loaded by those customers on a Payroll Tax Service plan.
  • 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.
  • Fixed some interface and font issues on the Move Items window
  • 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 Pro v16 Build 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 Pro v16 Build 20.0.8 (Jun 1, 2016)

  • Product enhancements and issues that have been resolved:
  • Fixed an issue where AccountEdge was not remembering a date selection on the Bank Register when returning to the window.
  • Addressed a bug where after an initial sync, if hundreds of new contacts or items are added to AccountEdge Pro, the next sync to AccountEdge Cloud would fail.
  • Syncing of large data sets of customers and leads has been made more efficient resulting in quicker syncs.
  • Improved the handling of connection errors while syncing with AccountEdge Cloud.
  • A bug was addressed where if a Force Sync was run with AccountEdge Cloud, all contacts may not sync to AccountEdge Cloud.
  • Addressed an issue where company files may fail verification with error "Test 57: AECloud records".
  • When importing newly created items from Shopify, AccountEdge will now use the SKU to create the Item Number. If a duplicate is detected, a number will be appended to the Item No. If no SKU is used in Shopify, the Item Name will be used to create the Item No.
  • Added a new Sync Images option under Shopify Setup which will sync all item images to Shopify.
  • Addressed an issue with Shopify image syncing where images appear in the wrong order.
  • Made changes to linking to your Shopify account to address an error message received regarding a need to update your browser.
  • Fixed a report viewer issues where when cancelling of certain reports would turn the Index to Reports window pink.
  • Addressed an issue that caused a potential crash if a customer name included an exclamation point.
  • This release will support Forte's EMV Credit Card Terminal which should be available this summer.
  • Fixed various minor interface issues.
  • Other minor bugs and interface issues have been addressed as well.

New in AccountEdge Pro v16 Build 20.0.7 (Mar 30, 2016)

  • Payroll Changes:
  • Oregon - Wage base, standard deduction and annual wage formulas have changed. No new tax table is required to be loaded.
  • Product Enhancements & Issues That Have Been Resolved:
  • The Update System Date feature wasn't updating the date in certain windows including Prepare Bank Deposit.
  • Addressed the issue where you couldn't search by job correctly when Easy Fill was enabled.
  • The account field on Receive Money and other windows has been made larger when the setting for Display Accounts by Name is enabled.
  • Addressed a problem with recurring transactions and Next Due date where the date was changed after a transaction was automatically recorded.
  • Changed Screen Reports to display negative numbers in red when that option is enabled on reports.
  • Fixed an issue printing the Analysis Balance Sheet and Profit & Loss where an incorrect date would be used on the top of the report.
  • Addressed an issue where the beginning and ending balance wouldn't be correct depending on your filters and fiscal year choose on Find Transaction reports.
  • Added new Card File Lead OfficeLink report templates.
  • When converting a line of an item sale to be backordered, the job and department might be removed from the sale.
  • We addressed a possible crash in the Bank Register when entering a Spend Money transaction and choosing a customer.
  • Fixed a problem with the Customer Payments report when filtered by Lead was showing customers.
  • Other minor bugs and interface issues have been addressed as well.

New in AccountEdge Pro v16 Build 20.0.4 (Feb 16, 2016)

  • Payroll Changes:
  • The payroll tax table can be loaded by those customers on a Payroll Tax Service plan. Learn more about the Payroll Tax Service plan.
  • Tennessee - SUI - Unemployment-taxable wage base is reduced to $8,000.
  • Virgin Islands - SUI - Taxable Wage Base is raised to $23,000.
  • Product Enhancements & Issues That Have Been Resolved:
  • Fixed an issue where a change to Mac OS X 10.11 El Capitan caused AccountEdge to crash while printing to certain printers while switching printers. Although this addresses many printing issues, be sure you are using the latest printer driver that supports El Capitan from your printer manufacturer to avoid other problems.
  • Addressed an issue where Payment Method was not being displayed on the Sales window when an Paid Today amount was entered.
  • Autofill was not working properly where it could either select the wrong customer, item, etc. or would not find matches depending on your preference setting.
  • Last Year Profit & Loss and Last Year Analysis reports would not display the correct years data. It would use filters from reports run prior and not the selected filters.
  • Fixed issues with the Update System Date feature where an inappropriate date could be saved and used.
  • Addressed several issues with Progress Billing Quotes where INF% would be displayed and a situation where you couldn't leave a window.
  • When syncing to Dropbox for AccountEdge Mobile, AccountEdge would sync all data and not the selected data per device.
  • The Customer Ledger report could display an incorrect running balance and opening balance under rare circumstances.
  • Addressed an issue where certain multi-currency transactions would be imbalanced if you change the gain/loss amount.
  • Addressed issues in the Bank Register searching where the sort order would effect search results
  • Certain reports when sent to a Text File would crash AccountEdge.
  • When running the Sales Tax Detail [Cash] report and using the filter for card type the report will show nothing to print.
  • Fixed the Profit Analysis Items Sales Detail report where the Master Item name would print twice when using the Display/Print Separate Pages option is used.
  • The Payroll Tax Detail [Employee] Report when run for Last Payroll Year was not displaying certain employees until those employees had a pay run in the current payroll year.
  • When creating a new payroll accrual that has no limit, when you used this accural on a pay check an inappropriate message was displayed about exceeding the limit.
  • Addressed an issue for OS 10.7 users syncing with AccountEdge Cloud
  • Cleaned up the Lead Aging report when it is send to Excel.
  • Fixed an issue with using subtotals on Progress Billing Quotes having to do with the percentages formatting.
  • When over allocating a job, an incorrect message was displayed.
  • Other minor bugs and interface issues have been addressed as well.

New in AccountEdge Pro v16 Build 20.0.3 (Feb 11, 2016)

  • Product enhancements & issues that have been resolved:
  • Addressed an issue with the Upgrader. Under certain circumstances a file upgraded with r20.0.2 could not be opened in AccountEdge 2016 and would result in a crash.
  • Fixed some issues when combining Activity Slips onto lines on a Time Billing Invoice when there are multiple jobs allocated to activity slips.
  • After recording a Bill, the Due Date are not displayed.
  • Fixed an issue with adding a Category on the Bank Deposit and Bank Adjustment windows.
  • Addressed an issue with Change Orders on Quotes and Orders where the change was not noted in the description.
  • When creating an invoice from a purchase, the tax was not being added to the line if taxable.
  • Fixed a problem where creating a copy of an item invoice might not include tax on the lines.
  • Subtotals were not working properly when created using Create Copy from a previous invoice.
  • Fixed a problem with the Profit & Loss Budget report not displaying the correct month selected.
  • Other minor issues have also been addressed.

New in AccountEdge Pro v15 Build 19.0.16 (Feb 5, 2016)

  • State and local payroll changes:
  • Tennessee - SUI - Unemployment-taxable wage base is reduced to $8,000.
  • Virgin Islands - SUI - Taxable Wage Base is raised to $23,000.

New in AccountEdge Pro v15 Build 19.0.15 (Jan 8, 2016)

  • This update includes additional 2016 state payroll changes. This update also includes the original Jan 1 2016 payroll changes for those who have not installed and loaded the Jan 1 2016 payroll tales.
  • 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/.
  • State and Local Payroll Changes:
  • Missouri - updated standard deduction for employees filing status of Head of Household.
  • North Dakota - Withholding allowance increased and updated tables and for single and married.
  • Oklahoma - Updated tables for single and married.
  • Rhode Island - Exemption wage cap increased tax tables updated.
  • Vermont - Exemption raised and single and married tables updated.
  • Product Enhancements & Issues That Have Been Resolved:
  • This cumulative update includes fixes previously made available in all prior releases for those who have not installed the latest updates.

New in AccountEdge Pro v15 Build 19.0.14 (Dec 29, 2015)

  • This update includes the new 2016 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. All federal, state and local payroll changes are available at http://get.acclivitysoftware.com/appcast/us/ae15/mac/rnotes19014.html.
  • Product Enhancements & Issues That Have Been Resolved:
  • Addressed an issue if an order is fully paid before converted to a sale, it could not be purged.
  • Updated W2, W3 and 1099 and 1096 forms for year end 2015.

New in AccountEdge Pro 2009 13.0.0F (Nov 19, 2008)

  • Includes Business Insights (a feature that provides tools to assess the health of a business)
  • Integration with Marketcircle's Daylite.
  • New design tools for easier forms customization.
  • Speed enhancements to AccountEdge Network Edition.
  • Enhanced transaction editing.
  • Enhanced user security settings, and Google Maps and View Directions.