Software Updates

Dual-Ledger Accounting Now Patented

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.

Employee Pending Statuses

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.

Improved W-2 Creation Process

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.

Net to Gross Payroll Tool

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?

Partner Full Service Onboarding Report

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.

Accounting Subaccounts

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.

Manage Imported Transaction Improvements

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.

Advisor Client Company Reports

Hey wholesale advisors, this one’s for you! We’ve added a simple way to view all client information with three new client reports: Payroll Info, Payroll Tax Settings, and Employee Payroll. Who says multitasking has to be hard?

Improved Tax Filing Issue Resolution

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)!

Timecard Rejection

Rejecting employee timecards is as easy as a click of a button, now with the new timecard rejection feature. The best part? Employees get notified automatically… because we know that chasing people around is only fun when you’re a kid.