Sharpen Your Market Center Financialskw-sites.s3-us-west-2.amazonaws.com/kw-images-prod... · 2016...
Transcript of Sharpen Your Market Center Financialskw-sites.s3-us-west-2.amazonaws.com/kw-images-prod... · 2016...
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AccountEdgeSharpen Your Market Center Financials
Rebecca Shanahan-Galligani
Michelle O’Brien
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Rebecca Shanahan-Galligani
Lowell, Massachusetts
COO, Universal Properties Intl.
MCAngel
Michelle O’Brien
Accountedge
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FAMILY REUNION
2016
What’s New in
AccountEdge!
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• New Look and Feel
• Void Check Feature
• Reset System Date Option
• Lead Tracking
• Web Pay Option
What’s New in AccountEdge
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FAMILY REUNION
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• “Sales” and “Purchases” windows • Resizable• Forward and back buttons• Stamp for “Paid” • Text for “Overdue”
• Updated fonts and layout of many other windows
• Simplified buttons
New Look and Feel
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FAMILY REUNION
2016
New Look and Feel
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FAMILY REUNION
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New Look and Feel
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FAMILY REUNION
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New Look and Feel
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• Void any kind of check.
• Marks it as reconciled.
• Journals and recaps will show as void.
• Memo field is updated on each transaction.
Void Check Feature
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FAMILY REUNION
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Void Check Feature
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FAMILY REUNION
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Void Check Feature
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FAMILY REUNION
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Void Check Feature
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• After leaving AccountEdge open overnight,
it prompts you to update the date.
Reset System Date Option
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Reset System Date Option
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• Create and track leads.
• Convert leads to customers.
• New reports show conversion time.
Lead Tracking
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Lead Tracking
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• Allow agents to pay you on a secured site.
• Email invoice with link to pay.
• Agents can update their own credit card
when paying.
**Need AccountEdge Cloud & Merchant Account
Web Pay Option
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Web Pay Option
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Web Pay Option
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Web Pay Option
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Web Pay Option
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You Asked,
We’re Answering …
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Escrow
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FAMILY REUNION
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To Do List
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FAMILY REUNION
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Remove Cards
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FAMILY REUNION
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Payroll
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Questions?
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