What do you get when you add a Payment Account dropdown to the Enter & Pay Bills page? Happy accounting software customers. OK, so maybe it’s not the most memorable riddle. But the time you save with our new enhancement could be. Our new dropdown lets you select the account you want to pay a bill from—all without having to leave the page.Read More
You made the sale. You’ve gotten paid. And now, you’re recording it in your books. Shouldn’t recording it be the easiest part? We think so. And thanks to our new Deposit Account dropdown, it is. Our new dropdown lets you select the account your payments get deposited to. No more having to go to your settings to make the change—you can do it directly on the Customer Payment page! Fewer clicks = more time saved.Read More
Everyone dreams of living life in their golden years—including your employees. But without a retirement plan, those golden years may be a little, well, less golden. That’s why we’re excited to announce that our integration with Vestwell, Patriot’s 401(k) partner, is now live in the software! Payroll customers can enjoy exclusive pricing and easy integration with Patriot and Vestwell. And, you may be eligible for tax credits that can almost entirely offset the cost of a new 401(k) plan. A win for you and your employees! Don’t wait to get started with Vestwell!Read More
Our payroll customers spend an average of three minutes running payroll (hooray!). But—we wondered—what can we do to make it even less? Enhance our selection controls when running a payroll? Precisely. Now, our customers can select and deselect salary employees to pay with just one click.Read More
Do you have an employee who receives different pay rates for working different jobs? Ever wish you could see those pay rate descriptions front and center in your payroll reports? With our new updates to the Payroll Register report, you can.Read More
To approve or not to approve? That is the question. But if you decide to approve, we’ve added another button at the top of the “Approve Payroll” (step 2) page to save you from scrolling down to the bottom. It’s the little things that shave off time from your tasks that make Patriot so user-friendly. We hope you like it!
W-2 labels and boxes got you feeling like you’ve got another mystery on your hands? We get it. W-2s are a bit confusing if you’re not schooled on IRS regulations. Sure, you could scour the IRS website to find the info you need, but you’re a business owner, not a part of the Scooby-Doo gang. That’s why we’re updating your company contributions to prefill the applicable W-2 box and label with known requirements. This is an enhancement to our previous feature release for prefilled labels and W-2 boxes for deductions and their corresponding contributions. Just another way Patriot helps you keep your time and money.Read More
Our Add or Cancel Software page just got a facelift. We’ve updated the interface to make it more user-friendly for our customers to add or remove software products. And new customers, we haven’t forgotten about you! We applied our new, user-friendly interface to our Pick Your Products page in the setup wizard, too.Read More
Early birds, rejoice! 2022 Forms W-2 are now live in your payroll account, which means when your payrolls are finished for the year, you can print your W-2s right away. And to make things even easier, you can post to the employee portals if your employee has consented!Read More
Switching from costly over-complicated accounting software just got easier. Now, new accounting users can import their Chart of Accounts in Patriot’s accounting software. The Chart of Accounts import, along with importing your vendors, customers, and trial balance, makes setting up Patriot accounting software a snap.Read More
Our Dual-Ledger Accounting has been granted a patent by the U.S. Patent and Trademark Office. So, you know what that means? Say goodbye to the days when you’d “duel it out” with your accountant. Patriot’s newly patented Dual-Ledger Accounting is here to save you from picking an accounting side. Enjoy the peace of quickly toggling between cash, modified cash, and accrual-basis accounting in your general ledger. Simply choose your preferred accounting method and see all of your transactions the way you want to—no “dueling” necessary.Read More
Love checking things off your “to-do” list? We made our newest HR software feature with you in mind. HR software customers can set employee future statuses with effective dates. The employee status changes automatically on the effective date. And, we’ll help you keep track of those employees with future status change with a Pending Status Report so you can put away those sticky notes.Read More
We’ve made creating W2’s even easier! First, we’ve optimized the W-2 creation so you can download in no time flat, (we’re looking at you large employers). We’ve given more visibility in employee W-2 errors so you can correct info before you hand them out to employees. To top it off, our Employee W2 report is now searchable and easier to filter who needs a W2, who has allowed for electronic W2s and who needs a paper copy.
Put that Jelly-of-the-Month club form away. Paying bonuses to employees on your “nice list” is as easy as pie with our new Net to Gross Payroll tool.
We’re excited to have simplified bonuses and gift cards. You can enter the net pay or gift card amount your employees receive, and Patriot will “gross-up” the amount, so payroll taxes are calculated and deducted. Ready to make bonus day your employees’ favorite day of the year?Read More
Permission to onboard? Granted—with our new Full Service Onboarding Report. Available to our advisor partners and their staff, this report streamlines onboarding for multiple accounts by providing an easy way to access and enter in the missing information. Why? Because we want onboarding to be so fast you’ll cruise through in no time flat.Read More
We’re over the moon to announce our new subaccounts feature for Accounting Premium Software customers. This has been highly requested by all detail lovers—and for good reason! Nesting subaccounts under your other accounts will give greater detail when categorizing transactions. So, go ahead all of you “organizers,” “outline fanatics,” and “nitty-gritty-itemizers,” put on your party hats…we won’t judge.Read More
We’ve streamlined our Manage Imported Transactions page and added more functionality. Now, you can assign vendors or customers to transactions and match unpaid invoices or bills right on the page. We’ve also given it a nice design facelift because the design was “so last year” (yes, it was literally last year). Why? We’re always looking to improve your workflow.Read More
To err is human … but government tax agencies are not so divine in forgiving. That’s why we’ve created a more efficient way to notify our Full Service Payroll companies when we had issues filing their payroll taxes, resulting in faster resolutions and less stress (for all of us)!Read More
We’re excited to announce that we’ve released a self-service co-branding tool that lets our partners add their logo and reinforce their brand to their clients. We’re thrilled to have great feedback from our partners about this new tool already. And, when our partners are happy, we’re happy.Read More
We’re saving you time in the present by making improvements to the past—the way you record past payments, that is. Recording past payments made to vendors and viewing the Vendor Payment History Report is easier than ever with our newly laid out pages. Accounting Premium customers can attach receipts on the recorded entry, too. To top it off, we’ve made the drop-down options and workflow fit more of your needs based on feedback.Read More
Time is money for you and your employees. So, we’ve added some new enhancements to improve your workflow and approve time cards at record speed: an interactive dashboard, search functionality, mass approval functionality, and a nudging tool that will be your new best friend for those pesky late time card submissions.Read More
Pssst … we’ve been watching you. Well, we’ve been watching all of our accounting software customers. We wanted to see what links our accounting customers are using most to give the best user experience. The result? We’ve slimmed-down accounting navigation to keep the most-used links right at your fingertips.Read More
The Activity by Account now has a new name: the General Ledger Report! But, that’s not all we’ve done. We’ve also added more functionality to edit, void, or delete most entries directly from this report. Accounting premium customers can attach documents and receipts right to an activity on the General Ledger report. You can also search, for quickly finding entries and see running totals as well as your total in your Patriot Accounting Software. Think of it as the command center of all of your accounting activity. Fitting for a “general,” don’t you think?Read More
OK—we admit it. We’re obsessed with saving our customers time. Part of the obsession is getting new customers “up and running” in our software as efficiently as possible. That’s why we’re over the moon about our latest accounting onboarding improvements. New Patriot Accounting customers can import a trial balance, optimizing their accounting setup with record-breaking speed.Read More
When the Account Trial Balances Report first came out, we kept it simple to start with just displaying ‘balances’, but we know you accountants out there love your debits and credits. So, we’ve added our credit/debit toggle to give you the choice on how to view the report, either with credit/debits or by balances.Read More
Getting started sometimes is the hardest thing to do. That’s why we’ve simplified the process for new accounting software customers. Our accounting settings wizard gives new users the option to have the most popular settings and chart of accounts pre-selected for them. “Magic,” you ask? Nah, just really smart software.Read More
Accounting customers, did you realize you forgot to add a new account in your chart of accounts when importing your bank transactions? If so, you’re going to love our new feature to add a new account to your chart of accounts “on the fly.”Read More
Accounting software customers, this one’s for you. We’ve followed your comments and requests and appreciate that you might want a “do-over” with your beginning balances in the accounting software. Whether you made a mistake or just want to go back a little further, you have the ability to edit, void, or delete your beginning balances in the accounting software. It’s not jumping in a time machine, but it’s close.Read More
Payroll customers, this one’s for you! Although Full Service customers don’t need to file W-3s (Patriot handles it for you), and Basic customers file Form W-3 electronically, we heard you. You want to see what the actual Form W-3 looks like for your records, so we’ve given you the ability to download and print an employer copy of Form W-3 in the software.Read More
At Patriot, we pride ourselves on making complex tasks easy. That’s why when the Paycheck Protection Program (PPP) forgiveness applications came out, we knew we could help. Our PPP Forgiveness Report easily calculates complex numbers to help simplify the PPP forgiveness application. Just fill in three simple questions, and Patriot does the heavy lifting.Read More
It’s easy to make mistakes in accounting. Correcting them? Not always easy … until now. When Accounting customers make a vendor/contractor payment with an incorrect “1099 Type” selected, nobody needs to know … because it’s easy to fix!
Patriot’s new “Update 1099 Type” tool gives Accounting customers the flexibility to update 1099 types for contractor payments, all from within their accounts. Just one more way we help customers get in, get out, and get on with their day.Read More
Benjamin Franklin said, “Time is money” … and when it comes to overtime, this couldn’t be more true!
It’s important to get overtime right! That’s why we’re pleased to announce a new feature to customize overtime rules in Patriot’s Time & Attendance software to meet your state or company-specific overtime requirements.Read More
Attention Patriot payroll customers: the moment you’ve all been waiting for is here (drum roll, please). Patriot’s Basic and Full Service Payroll software now integrates with Quickbooks time (formally known as TSheets).
Payroll customers can now integrate their Quickbooks Time account directly in Patriot Software in a few easy steps, making tracking and managing employees’ time a breeze. With Patriot’s Quickbooks Time integration, you can kick manual time entries to the curb and get back to your business.Read More
We’re all about making our software more convenient and user-friendly to help our customers save their oh-so-precious time. Our newest invoice list improvements focus on just that. Accounting customers will see a big overhaul that consists of many handy changes to make information that is needed upfront and more visible.Read More
Eligible employees can defer their portion of Social Security tax through the end of 2020. But here’s the catch: employers are the ones who have to opt-in (because they’re the ones on the hook for any unpaid taxes).
That’s why Patriot has given employers full control over whether they want to opt into the employee Social Security tax deferral and—if they do—which employees will have the deferrals.Read More
Form 941 once again got a makeover—this time to accommodate employee Social Security tax deferrals.
Sound scary? Don’t worry—Patriot has handled the hard part for you. We’ve updated our software to include the IRS’s newly released 2020 Quarter 3 941.Read More
You’ve asked for it, and we delivered! We are always listening to improve our accounting product to make it more user-friendly and meet our accounting customers’ needs.
Accounting Premium customers can now add default notes to all customer invoices allowing for terms and conditions or other important information to display on each invoice. And, all accounting customers can now select how they want their business name displayed on invoices, and print or email invoices again after customer payments have been applied.Read More
Accounting software customers, buckle up because the future is here. Machine learning has come to Patriot through our new Smart Suggestion feature! Now when you import bank transactions, you’ll get automatic expense account suggestions … and more time to go about your day.Read More
We’re thrilled to announce you can now conveniently use your Google account to sign up and sign in to Patriot Software. It’s a nifty little feature. In fact, we think it ranks right up there with other big time-savers, like the wheel, sliced bread, and, well…Patriot (of course).Read More
We are excited to announce a huge time-saver for Patriot Accounting Customers who import banking transactions. We’ve added a new feature that allows accounting software customers to add customized rules to streamline their imported banking transactions by automatically assigning them to the correct account and department.Read More
We’re thrilled to announce comparison reporting for Accounting Basic and Accounting Premium customers for Account Balances, Balance Sheet, and Profit and Loss Statements. Comparison reporting allows views of data broken down by date range for easy analyzing!Read More
Accounting customers who connect their bank accounts to Patriot’s Accounting Software can now choose to begin importing transactions as far back as two years. We know that importing these transactions will help with new users who are just starting with the Accounting Software, or for our current users who may be behind on their accounting transactions. (No judgement here, friends, we got you.)Read More
We are excited to announce a new payroll feature! Both Basic and Full-Service Payroll customers can now manage 1099 contractors in payroll, and pay them with either paper checks or direct deposit, along with your employees.Read More
We have added an enhancement to our bank transaction import feature in our Accounting Software.Read More
Accounting customers can now manually import bank or credit card transactions by exporting a file from their bank and importing the file into Patriot Software.Read More
When adding a new salary or salary non-exempt employee, payroll customers can now choose between an annual pay rate or rate per pay period.Read More
Beginning January 1, 2019, Patriot Software offers an optional e-File service for 1099-MISC forms for our 1099 Only and Accounting customers. The cost to have Patriot e-File your 1099s will depend on the number of 1099s issued to your vendors.Read More
Employees who are greater than 2% shareholders of S Corporations must report company-paid health insurance premiums as taxable wages for federal and state income tax purposes. Patriot now offers two ways to update shareholder taxable wages.Read More
If your business has more than one physical location, even in different states, you can now add multiple company work locations, for the same company under the same federal tax ID number.Read More
We at Patriot Software are constantly looking for ways to improve your software experience, and make you payroll and accounting tasks faster and better. We will be making some improvements to our page layouts very soon. Here’s a summary of the changes you will see.Read More