- Record sales: Create quotes, orders, and invoices, including items, services, activities, jobs, and taxes as necessary. Charge credit cards on the spot.
- Enter expenses: Enter and track business expenses as you spend money or make purchases.
- Create activity slips: Bill for your time when working at a job site. Select an activity, enter hours or units, and include the associated job.
- Mileage slips: Create mileage slips for a vehicle or for an employee for reimbursement.
- Access contacts: View, add, and edit your contacts.
- Add and edit jobs: Create new and edit existing jobs while away from the office.
- Sync with AccountEdge: Sync your iPhone, iPad, or iPod Touch with your desktop version of AccountEdge for Windows or Mac (version 2014 or higher).
- Information sharing: AccountEdge Mobile syncs with AccountEdge 2014 (or higher) using Dropbox, a free and secure web-based file hosting service. Lists, including customers, vendors, items, activities, jobs, and sales taxes, are synced with AccountEdge Mobile for use in transactions. Transactions created on your iOS device are then sent back to your desktop version of AccountEdge.