What’s new in Simply Accounting 2007?

Simply Accounting 2007

More Options for Bilingual Companies

If you conduct business in French and English, you can now record information about your business in both languages. All forms you create for your customer or vendor can be produced in your customer or vendor’s preferred language

Improved Data Integrity and Maintenance

• Improved Version Upgrade Process – The new Check & Repair utility will check your data file for errors and offer to fix any issues found.
• Improved Backup and Restore – Schedule regular backups and verify backup data file on completion.
• Merge Customer and Vendor Records – Merge duplicate customer or vendor accounts.
• Export Records in Simply Accounting Format – To facilitate transfer of customer, vendor or General Ledger account information records to a new data file.

Easier to Use

• Simpler Setup – Setup wizard has been simplified.
• Reorganized Menus and Centralized Settings.
• Identification of Mandatory Fields – when setting up a new Customer, Vendor or Employee record, mandatory fields are indicated with an asterisk *.
• Additional Customization of Transaction Windows – in addition to hiding fields that you do not use, you can now change the tabbing order of fields in transaction windows to suit your personal work style.
• New Window Layout for User Settings
• Inactive Vendor or Customer Warning – If you set a customer or vendor record to inactive, you will now be warned when there is an outstanding balance on the account.
• Batch Printing Improvements – You can now streamline the display of items to be batch printed by removing old items from the batch printing list.

Easier to Correct Errors

• One-step Reversals (Voids)
• Change the Customer or Vendor on an Existing Invoice, Receipt, or Payment.

More Flexibility

• Extended Field Lengths – to allow more descriptive information.
• Assign a Preferred Salesperson to a Customer Record.

Additional Payroll Features

• New Simply Payroll Cheque Form – 2 stub with Year to Date information.
• Calculate Vacation Pay on Vacation Paid Option.
• Printable T4 Summary in Basic.
• Improved T4 and RL-1 Printing – including forms with information missing.

Report Improvements

• Improved Navigation Using the Report Centre.
• Common Language Date Ranges – on many reports you can now choose, This Month, Last Month, This Fiscal Year, etc. instead of entering a date range.
• Easier Access to Report Options.
• Open Reports Directly in Excel – all reports can now be opened directly in Excel with any formulas intact.
• Improved Integration with Microsoft® Office.
• More Column-customizable Reports.
• Report Refresh on Demand – the Refresh button is now enabled at all times.

Improved Access to User Resources

• Participate In the Customer Experience Program.
• Send us Feedback Online.
• Search the In-product Help Using Plain (Natural) Language.
• Improved Help content.
• Access the Simply Accounting Online Knowledge Centre.
• New Getting Started Guide.
• New Learning Centre.

Miscellaneous Improvements

Based on your feedback, we’ve made the following additional improvements to make Simply Accounting easier to use:

• The default font size of report headers and titles has been increased to 12 point for new companies. The default font is still Arial.
• Default names are no longer added to new records you create.
• A new Save and Close button has been added to all records.
• The following features will be turned off for new companies you create:
• Orders for Vendors
• Quotes for Vendors
• Orders for Customers
• Quotes for Customers
• We’ve clarified the terminology used for the cheque number in the Receipts window, the Payments window, and the Paycheques window, and for amount paid and received in the Payments and Receipts windows.
• The Cheque Number field in the purchase and sales transaction windows is now easier to find. It has been moved to the top right corner of the transaction window.
• When storing a recurring transaction, the Frequency now defaults to Monthly.
• The option to store invoice lookup details has been removed. The system will always store lookup details for you. If you do not need to retain this data, you can clear the data automatically at year-end, or manually as often as need be.
• The Add button has been removed from selection lists for Accounts, Customers, Items, and Projects.
• The Save button has been removed from the Home Window tool bar. Simply Accounting continually saves data.
• We’ve simplified the layout of the Search window used to find transactions. The Browse and Reset buttons have been removed.

Additional Enhancements to Simply Accounting Pro

In addition to all the improvements listed above, Simply Accounting by Sage Pro has the following features:

• Sales Discounts on Individual Line Items
• Additional Ship-to Addresses for Customers – up to 10 Ship to addresses per customer account
• Packing Slips

Additional Enhancements to Simply Accounting Premium

In addition to all the improvements listed above for Basic and Pro, Simply Accounting by Sage Premium has the following features:

• FIFO Inventory Costing – you now have a choice of First in – First out or average cost.
• Create Inventory Categories for Faster Item Selection and Better Reporting

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