Improved bank feeds

•  Now save even more time by automatically categorizing bank transactions with improved matching for payees, accounts, and classes.
•  Use enhanced rules and batch editing to limit data entry, and quickly review and resolve discrepancies.

Receipt management

•  With receipt management tools, save time by using a mobile device to capture receipt data—just photograph, import, and review.
•  Best of all, you can automatically categorize receipt expenses and record multiple transactions all at once.

Automatically send statements

•  End the hassle of regularly sending your customers statements to remind them of open balances.
•  Schedule statement emails to send automatically, without the need to customize them every time they’re sent out.

Customize payment receipts

•  Customize payment receipt formatting, including logos, for a professional and consistent look across your customer communications.

Create customer groups.

•  Create rule-based customer groups based on fields like customer type, status, location, and balance, so you can easily manage and communicate to them.

Stay stocked for success

•  Track products, cost of goods, and receive notifications when inventory is low
•  Easily adjust inventory to account for loss, theft, and shrinkage
•  Create purchase orders to keep track of what’s on order

Stay on top of sales tax

•  Define which customers and which products are taxable
•  Track sales tax automatically throughout the month
•  Run sales tax liability reports so you know exactly what you owe

Look professional and get paid faster

•  Create professional estimates and invoices
•  Invoice for services, goods, and for billable time and expenses
•  Accept payments right from your invoices and send reminders on outstanding payments
•  Get real-time visibility of invoice status, to stay on top of your cash flow

Know what you owe

•  Clearly track bills and purchase orders in one place
•  Maintain cash flow and easily take action on unpaid bills
•  Take early pay discounts automatically
•  View unpaid bills from a vendor to easily manage payments

Know where your money is going

•  Connect your bank and credit card to automatically download transactions
•  Easily import previous financial data from Excel and other programs
•  Organize your business with Customer, Vendor, and Employee Centers