An Creeban Consulting

Sales, training & consultancy for AccountEdge Mac accounting software and Checkout point of sale software for Mac.

Checkout point of sale: "eating our own dog food".

Posted by Jonathan White on December 04, 2016. 3 Comments

It's difficult for anyone working full-time in accounting/consulting to find opportunities to actually use the software they sell and consult on themselves: to run a shop and experience "real-world" use of the product. To eat your own dog food, to use one of those strange but useful expressions that's come from the tech industry.

All parents with children in sports clubs, swimming in my case, will know that sinking feeling that comes with the receipt of the  relentless (but total necessary) requests for help with the club. Desperate to avoid anything that involved responsibility whatsoever for any actual swimming such I was suffering from a degree of guilt for not contributing.

My ‘opportunity’ came with the chance to take over the club shop. I say 'shop' but, to put it in context, it is very literally a ‘pop-up’ that pops-up on a table at the pool for a couple...

Continue Reading »

Checkout point of sale software- moving to a new Mac

Posted by Jonathan White on December 04, 2016. 0 Comments

One of the those questions that comes up quite frequently with Checkout users is now to move the program and data file to a new Mac.

First off, you need to decide if you want to upgrade to Checkout 4; take a look here for details of the new features and improvements.

If you decide to upgrade then you can download the software onto your new Mac via the trial button on the Checkout site.

If you want to stay with Checkout 3 you'll need to email Checkout support and ask for a link to the download. Either way, install the program on your new Mac. Provided your new Mac hasn't had a previous Checkout installation, you'll get 30 days before you need to transfer your licence from the old Mac.

If you've gone for Checkout 4 you can register it with the serial you'll be given. 

Continue Reading »

AccountEdge 2016: many things to many people

Posted by Jonathan White on April 30, 2016. 0 Comments

It's probably fair to say that big new features have dominated AccountEdge upgrades in recent years: Shopify web store integration and serial number tracking being examples; features that appeal to a particular niche amongst users and potential users.  AccountEdge 2016 is different in that its focus is on smaller features that have a broader appeal. 

The 2016 upgrade has only been available in the UK for a few weeks but here are a few of the things we're liking so far.

Lead Cards. Users will be familiar with the Card File database in AccountEdge, used for keeping customer, supplier and employee contact details, Lead Cards are a new Card type that lets you record contact details for leads yet to become customers, attach related docs to the card, set follow-up reminders etc., accompanied by batch of new reports for lead conversion, lead status etc.

...
Continue Reading »

AutoTrip - taking the pain out of business mileage tracking

Posted by Jonathan White on March 28, 2016. 0 Comments

The great thing about small business accounting over the last five years or so has been the plethora of software and apps that have emerged to make running a business that bit easier. The difficulty for accountants is keeping up with the sheer number of new products and filtering out the best!

AutoTrip is one such product: it solves the problem faced by many small businesses, particularly those using privately owned vehicles for work journeys, of tracking business mileage; a tedious and time consuming task at the best of times. 

AutoTrip helps you claim the correct mileage costs for your annual accounts and VAT returns and back up your claims with detailed reports.

The AutoTrip hardware device plugs into your vehicle's diagnostic port and sends your journey details to a secure web page via the mobile phone network. From there we can take your data and assist with the process of calculating the mileage claim to include within your...

Continue Reading »

Mamut AccountEdge and the new pricing model for accounting software

Posted by Jonathan White on February 22, 2016. 0 Comments

All former MYOB users here in the UK who were using the software back in 2008 will remember the situation we found ourselves in when MYOB announced that they were pulling out of the UK. Mamut, a software company based in Norway, stepped in and took over the MYOB customer base. Their intention was to migrate the MYOB Windows users to their own accounting products which obviously left a bit of a void, to say the least, for MYOB Mac users. Fortunately a deal was struck with Acclivity, a US company who by then had taken ownership of the MYOB Mac product and renamed it AccountEdge, that let Mamut distribute the AccountEdge products in the UK.

There were two issues, the first being the departure of the MYOB Windows product, which we could do nothing about but, to some extent, was mitigated by Mamut's later decision to...

Continue Reading »

Accounting for sale or return and consignment stock in AccountEdge

Posted by Jonathan White on December 30, 2015. 0 Comments

Many AccountEdge users sell stock that's been received on a sale or return basis from suppliers. Galleries are a good example taking work from artists on that basis but many other types of business also use sale or return.

Accounting for the stock received and the related sales properly can be a little tricky but with a basic procedure in place it’s not too difficult although some help from an AccountEdge consultant may be needed in the early stages.

A number of different approaches can be taken to sale or return accounting; here's a brief outline of my current favourite.

 1)  When the stock is received from the supplier create a pro forma/dummy invoice to record the total stock received and the related total amount potentially payable to the supplier.

 2) When parts of the stock are sold record the sale as normal and report...

Continue Reading »

AccountEdge training - finding the right level

Posted by Jonathan White on December 02, 2015. 0 Comments

Throughout the MYOB days here in the UK and more recently with AccountEdge we've trained people to use the software for their business accounting. One of the key things that we've learnt ourselves over the years is that the old adage ‘different things suit different people’ that you sometimes hear in relation to accounting software in general applies equally to training people on AccountEdge.

Some users are happy to do pretty much everything needed to produce a data file that their accountant can rely on for the year end accounts and tax work. Others want to do everything apart from, say, their VAT returns or bank reconciliations; and some are happy to just use AccountEdge for sales invoicing. The obvious issue for anyone training clients to use AccountEdge is closing the circle between the amount of work the user is comfortable with and what's needed to submit VAT returns and annual accounts...

Continue Reading »

AccountEdge & Shopify integration

Posted by Jonathan White on October 29, 2015. 1 Comment

For anyone not already familiar with Shopify, it's a leading ecommerce platform that makes building and running a fully-featured webstore straightforward.

In short, the AccountEdge integration closes off that black hole that often exists between webstores and accounting software by taking accounting data directly from the webstore.

Up until a year or so ago AccountEdge's webstore integration was with Enstore, another Acclivity product. Enstore allowed you to build a relatively simple (and free) webstore that could import a product list including images from AccountEdge then push back sales and payment information into AccountEdge. Enstore was a great product but lacked the plethora of features and add-ons found in a cutting edge product like Shopify.

Consequently the decision was taken to discontinue Enstore and instead integrate AccountEdge (and Acclivity's Mac point of sale product, Checkout) with Continue Reading »

Importing bank statements in AccountEdge

Posted by Jonathan White on March 29, 2015. 0 Comments

A recent enhancement to the existing bank statement download feature allows 'rules' to be set which tell AccountEdge how to handle imported transactions so they automatically get allocated to the correct expense accounts.

As a general point, the bank statement download feature is a great time saver automatically reconciling the transactions that it can match and assisting with importing others. All that's required is to be able to download statements from your online banking in one of the follow- ing formats: OFX, .QFX, .QIF, .OFC or QBO (.QIF seems to be the most common in the UK). 

Video

Buy AccountEdge 2015

Continue Reading »

Document management in AccountEdge

Posted by Jonathan White on March 29, 2015. 0 Comments

It's been around for a while but if you're not already using it 'Document Management' is well worth a look. You can attach scanned docs to entries in AccountEdge such as purchase receipts, supplier invoices and sales docs such as contracts etc. AccountEdge creates a copy of the document and files it in a new AccountEdge documents folder. You can view a list of at- tachments connected to any transaction or customer record, and open the doc.

The key advantage is never having to search for printed copies of documents again, just click the 'Docs' button on the AccountEdge entry window. And, it could be a major step on the journey to a paperless office.

Video

Buy AccountEdge 2015

Continue Reading »