Patriot Software Updates | Accounting & Payroll

Software Updates

Noteworthy enhancements are below.

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Searchable Employees on Edit Time Card Page

March 24, 2023

Death by a thousand paper cuts? Not if Patriot has anything to say about it! We’ve updated the “Edit Time Card” page with a quick win; Now, employee names are alphabetized and searchable. This enhancement will be perfect for larger employers who need to access one employee’s timecard quickly. Find your employee. Edit time card. […]

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Employee Statuses & Effective Dates Access for Vestwell Customers 

March 23, 2023

Are you a payroll customer with a Vestwell 401(k) plan? One of your responsibilities is to track and report employee termination dates to Vestwell. In the past, you needed to have our HR software add-on to track this info directly in Patriot’s software. And if you didn’t use our HR software add-on, you had to manually track employee termination statuses and effective dates on your own. We know that’s a pain. So, we’ve opened up employee status and effective dates access to all our payroll customers with Vestwell 401(k) plans. But wait, there’s more! We’ll also automatically send that info to Vestwell as part of our seamless integration.

Read More Employee Statuses & Effective Dates Access for Vestwell Customers 

Patriot’s Fresh New Look

February 17, 2023

Patriot’s Suite is getting a fresh coat of paint and some new finishes. But don’t worry—it’s still the same accounting and payroll software (and the same navigation) you’ve come to love! We’re simply modernizing our software for an improved user experience.

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Prefund Balance Display

February 2, 2023

You don’t know what you don’t know. But for payroll customers who use prefunded direct deposit, now you do! You can now view your prefund balance on Step 1 when running payroll, giving increased visibility before running payroll with prefund.

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Duplicate Invoice Feature

January 30, 2023

Seeing double? Nope. That’s just our new feature that lets you duplicate invoices with the click of a button. Accounting software customers can now click “Duplicate” on a created invoice to copy the information for another invoice.

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Account Reconciliation Enhancement

January 16, 2023

Account reconciliations just got easier! Now Accounting Premium customers can see the check number (when applicable) from customer payments or vendor payments when doing account reconciliations.  Adding the check number column brings the accounting information you need to see front and center, making it a better user experience. 

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Payroll Register Report Enhancement

January 5, 2023

You want to see the data that matters. We hear you. And, because we’ve gotten feedback that users want to be able to see the Payroll Register report without seeing voided paychecks, we’ve added a toggle that allows you to show or hide those voided paychecks. Listening is just one way Patriot is helping business […]

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Edit Paid Vendor Bills

December 9, 2022

Sick of having to void or delete a vendor payment every time you want to edit a paid vendor bill? Now, you don’t need to. With our latest update, you can edit anything on the vendor invoice (except the vendor and the amount) without voiding the payment. Simply make the change … and move on […]

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