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AccountEdge Sharpen Your Market Center Financials Rebecca Shanahan - Galligani Michelle O’Brien

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Page 1: Sharpen Your Market Center Financialskw-sites.s3-us-west-2.amazonaws.com/kw-images-prod... · 2016 •New Look and Feel ... 2016 Web Pay Option. FAMILY REUNION 2016 Web Pay Option

AccountEdgeSharpen Your Market Center Financials

Rebecca Shanahan-Galligani

Michelle O’Brien

Page 2: Sharpen Your Market Center Financialskw-sites.s3-us-west-2.amazonaws.com/kw-images-prod... · 2016 •New Look and Feel ... 2016 Web Pay Option. FAMILY REUNION 2016 Web Pay Option

Rebecca Shanahan-Galligani

Lowell, Massachusetts

COO, Universal Properties Intl.

MCAngel

Michelle O’Brien

Accountedge

FAMILY REUNION

2016

What’s New in

AccountEdge!

FAMILY REUNION

2016

• New Look and Feel

• Void Check Feature

• Reset System Date Option

• Lead Tracking

• Web Pay Option

What’s New in AccountEdge

FAMILY REUNION

2016

• “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

FAMILY REUNION

2016

New Look and Feel

FAMILY REUNION

2016

New Look and Feel

FAMILY REUNION

2016

New Look and Feel

FAMILY REUNION

2016

• 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

FAMILY REUNION

2016

Void Check Feature

FAMILY REUNION

2016

Void Check Feature

FAMILY REUNION

2016

Void Check Feature

FAMILY REUNION

2016

• After leaving AccountEdge open overnight,

it prompts you to update the date.

Reset System Date Option

FAMILY REUNION

2016

Reset System Date Option

FAMILY REUNION

2016

• Create and track leads.

• Convert leads to customers.

• New reports show conversion time.

Lead Tracking

FAMILY REUNION

2016

Lead Tracking

FAMILY REUNION

2016

• 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

FAMILY REUNION

2016

Web Pay Option

FAMILY REUNION

2016

Web Pay Option

FAMILY REUNION

2016

Web Pay Option

FAMILY REUNION

2016

Web Pay Option

FAMILY REUNION

2016

You Asked,

We’re Answering …

FAMILY REUNION

2016

Escrow

FAMILY REUNION

2016

To Do List

FAMILY REUNION

2016

Remove Cards

FAMILY REUNION

2016

Payroll

FAMILY REUNION

2016

Questions?

Please complete an evaluation for this

session.

Use any mobile device! familyreunion.kw.com/downloads

Thank You.

Download a FREE copy of

this presentation. Go to

Please discard all

your trash as you

leave!

www.evalfr.com

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