Evolution Payroll vs. AccountEdge

We have a small company with very simple needs. This software meets those needs, but it looks like it is capable of doing so much more than what we use it for. I typically use only a few screens and a few reports. It is very well suited for our needs, but I don't know the full functionality of the system due to our limited needs.

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If you are handling a large client list, and are selling services, it is dead easy. If you are managing/selling a physical inventory, it seems like it has great options to do that quite well (disclaimer, I do not use those functions, but I have paid attention as that functionality was built into the software). If you want to link your bank account to a bookkeeping platform, this is not the software for you (at least so far).

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• Payroll management
• Provides accurate employees' reports
• Helps us in tracking payroll taxes

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• AccountEdge has a robust report menu that allows a user to slice and dice data for analysis. Report on projects for the life of the project across fiscal years. Report on different departments with segregated income statements.
• For users who want to run payroll in house that is easily done through the payroll module. Print physical checks or direct deposit to employee's account, process payroll taxes and file year end W2s.
• My personal favorites are time billing and retainers. As a service based business I can at my fingertips review how much money a client has on deposit with me and how much of that will be billed out at the end of the month. The integration with AccountEdge Mobile rounds it all out with being able to log my time on-site.
• Last but not least AccountEdge Mobile in general, as the companion app for the desktop software is invaluable. My heaviest use is the spend money feature. Excellent for logging travel receipts & cash expenses while they are fresh on the brain. Really cuts back the data entry at the end of a trip and trying to recall what something may have been for.

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• One problem it has is if you try to cut multiple checks for a person (sometimes) it creates an error which requires assistance from the processor to get it straightened out.
• You need to pay close attention when reviewing prior to submitting. Sometimes if you think you saved something it might not have saved it and if you don't catch it before you submit, it requires assistance to get corrected up to and including voiding a check and re-issuing.
• In my opinion, it's somewhat expensive. I have been looking at other providers who would use a different system, and they seem to be significantly cheaper. That may not be a direct correlation to the software but to the provider.
• I don't know if it is capable of allowing a user to create new reports, but if it doesn't, that would be something to consider as a missing functionality.
• I haven't found an area that allows for tracking pay increases. We simply overwrite a persons rate of pay when we give a raise, so there is no tracking of the date a raise was given or a comparison showing what they made prior to or when the last raise was given. (That I am aware of).

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• My biggest frustration, and one that I've mentioned to Acclivity for many years, is that it only permits opening nine windows at a time (plus the home window). I hit that limit almost daily, and then I have to decide what do I close so I can complete the transaction that needed the "9th" window.
• The Accounts section includes two quick reports, "Analyze Profit and Loss" and "Analyze Balance Sheet. These can be filtered for the current month or any prior month in the current fiscal year. And that's fine most of the year, but at the beginning of the next year, when I haven't yet started the new fiscal year, these only go to December of the prior year. The regular reports for these can select "next year;" why can't these?
• It would be helpful if the journal entry number would have one or two additional digits available. For example, when I am entering journal entries for a client, I would like to use a number such as CPA2014001, CPA2014002, etc. to distinguish what I enter from the "automatic" entries that AccountEdge does. But that's one more digit than AccountEdge allows, so if I had over 100 adjustments, I would run out of entry numbers.

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Evolution is provided by our current third party payroll processor. We are currently considering changing processors, because of increased prices and competition is priced significantly lower.

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Without a doubt, when you need to do accounting use the program that will get the job done in the least amount of time with the least amount of errors. Once you are using a program that works you stay with it year after year and you will find yourself even excited about the updates

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The intuitive interface does all the tasks we need our accounting software to do. Some tasks are slower to process than I would like but overall very usable. Customizable forms let us choose to either go with the easy ready-made out-of-the-box options or retool them to better fit our specific needs.

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One of the finer advantages of desktop software, it's always available. AccountEdge doesn't suffer from outages or sluggish internet like web based applications do. It's always there when you power on your device!

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On the few occasions we have needed tech support over the years, they were responsive and worked to get to the root of the issues. However, even though Checkout POS is a separate application, it was pitched to us as a natural extension of the functionality of our AE software that would integrate seamlessly. The company's support for Checkout has been minimal at best, and now totally abandoned. That colors our view of Priority's support unfortunately. And to be honest, that's why it's a 9 instead of a 10. So to be fair, AccountEdge's support itself has been very good over the years.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

unfortunately no.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

The ease of integration of Evolution Payroll with other essential platforms makes it a reliable and unique software for us. This software also distinguishes itself from others because it is easy to use and affordable. It has high-quality features that work very well for us when it comes to payroll management.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

For Mac enthusiasts, AccountEdge is the complete installed software solution for small to medium-sized businesses, as it has so many capabilities that QuickBooks for Mac lacks. However, it holds your hand less than QuickBooks for Mac does, so you ought to know what your are doing in keeping business books properly. If your needs are simple, QuickBooks for Mac may be a better solution. QuickBooks Online and Xero are excellent cloud accounting solutions that can be used on the Mac equally well as on Windows. QuickBooks Online offers a similar set of features as QuickBooks for Mac, with the addition of anywhere, anytime access. Xero is a great basic accounting solution in the cloud that can also be used equally well on Macs and WIndows, and offers endless customization and flexibility through its extensive third-party app integration for almost any need.

• Accuracy is one amazing thing I love about Evolution Payroll.
• It collects data from other systems to make payroll management excellent
• It is affordable and reliable

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• Increased employee efficiency - Time is no longer spent switching between programs because all of the information can be found in one place.
• Customer service has also improved because employees find the program much easier to use, even at the point of sale.
• Better record keeping - AccountEdge has a very simple invoicing application that allows us to keep track of and balance our accounts.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info