AccountingSuite™ Release Updates, German Shepherd 3

AccountingSuite™ Release Updates, German Shepherd 3










AccountingSuite™ Release Updates German Shepherd 3








Interactive wizard guides users through creating all necessary 1099 forms!  New IRS Tax 1099 changes fully enabled in AccountingSuite™ for both MISC and NEC forms.











  • Ability to update categories from previous year.
  • Seamless export to Track1099.




New Features

Check out our new upgraded AccountingSuite™ Customer Portal!



  • Fully integrated with Zoho Subscriptions, with no need to log-in twice! Seamlessly access your Zoho Subscription through your AccountingSuite™ Account!





  • Improved Account, Profile, Inbox and Notifications screens and functions!


  • Upgraded toolbars: Columns, Copy, Export List, Print, Show, Search and sorting capability.

New Bank Dashboard!


  • Quickly see Bank balance, Book balance, when the Bank was last updated and graphs for Deposits and Payments!


And More New Features!



  • Documents now have an improved user interface with a compact Header!


  • Collapse the Header for greater Table views; Expand the Header to see all the Header fields.


  • Improved Document Titles.








 



  • Warehouse Transfers are now added to the Document Numbering System.

  • Greater controls for Custom Fields - duplicates are only permitted for Common custom fields for separate data types.

  • “Settings” are now called “Admin Panel” - this encompasses Company information, Settings, Integrations, Utilities, Data Import, Conversion, Extensions, Auto-numbering, and the processed Startup Wizard.

  • “Expensify Categories” is now called “Expense Report Categories”.







  • WalkMe is now fully supported in AccountingSuite™ without needing an Extension!


  • AccountingSuite™ videos and KnowledgeBase articles are integrated in WalkMe for further support, learning and guidance.


  • We continue to build WalkMe into our application for every module, function, and screen for a true customer-self-supported know-how and frustration-free experience.









    • Related Articles

    • AccountingSuite™ Release Updates, German Shepherd 1

       AccountingSuite™ Release Updates Our new Platform Upgrade enables AccountingSuite™ to be even faster, with new user interface improvements that create a seamless and more interactive experience - we all love that! Messages and Dialog boxes are ...

    • AccountingSuite™ Release Updates, German Shepherd 9

      AccountingSuite™ Release Updates, German Shepherd 9 Improved Menus and Documents Footers! All AccountingSuite™ Menus are redesigned and organized for better work flows, and are Edition based with clear and focused UX/UI! Side Menu with key/all user ...

    • AccountingSuite™ Release Update - German Shepherd 2

      AccountingSuite™ Release Updates - German Shepherd 2 Use our new interactive Startup Wizard to set up your AccountingSuite™ Company effortlessly! Guided screens ask all the right questions to accurately map and enable the Settings you need. New and ...

    • Custom Fields

      Custom Fields Overview Users may create any number of Custom Fields that can be used in various areas of the software including the following objects: Company   (custom fields may be restricted to Customers only, Vendors only, Employees only or all ...

    • Getting Started - Setup Lists and Document Auto-Numbering

      Auto-Numbering The Auto-Numbering feature in CustomBooks™ allows users to customize the numbering scheme for lists and documents, providing flexibility in organizing and tracking entries and documents. This ensures that each new object or document ...