Until now, current Mac Users who wanted to run a pro level accounting software package on the Mac platform in Canada, CBC’s (Canadian Bean Counters), had precious little to choose from. CBC’s could install the US version of AE, however, the effort was, by and large, futile. Not being able to obtain current tax table updates or easily account for and track dual Canadian taxes such as the GST/PST really left MacCanadians, right out in the cold. As of September 2009, Acclivity Software has picked up the ledger, where MYOB/ Account Edge left off in 2001, with the release of a Canadian Edition of Account Edge for Mac. AE for MacCanada, is a number crunching powerhouse with a pretty face, and straightforward enough to grasp. AE verson 13.4.1 is Snow Leopard compatible.

Financial Information at Your Fingertips

If you are installing AE for Mac Canada for the first time, you will find AE to offer a friendly, easy-to-navigate interface. The AE software is ‘Mac like’ and intuitive, affording anyone, with even a little Book Keeping experience and a bit of purserverence, to be ‘in business’ almost immediately. The individual with absolutely no Book Keeping experience will probably have to count on AE’s excellent, knowledgeable support team and the Acclivity’s 30 Days Free Technical Support Service to get up and running. Although it is no simple ‘walk in the park’ for the non Book Keeping types  to configure the entire accounting package, once Account Edge for Mac Canada and its selected modules are set up/configured, entering the day to day data is pretty simple and the incredible variety of Reporting features will make the practice worthwhile. Complete up-to-date accounting information, including receivables, quarterly tax remittance amounts (just a fraction of AE’s abilities) will literally be at your fingertips. The practical minded will appreciate AE’s modular approach.

To get started with AE, you would use the AE ‘New Company File Assistant’ to help create an AE data file. To generate this new company data file, you would enter some basic information about your company, such as your Fiscal Year End, Tax Numbers (PST & GST numbers) and Account Lists. Once this Company Data File is created, you can modify the ‘Chart of ACCOUNTS’ that will allow you to keep track of your Assets and Liabilities. For those who aced their way through high school book keeping, it will be a breeze and you will be crunching your company’s financial records in no time at all. If the words ‘Debit and Credit’ used in the same sentence cause you to glaze over, zone out or hyper ventilate, then you will most certainly need to hire the services of a Book Keeper or Accountant (with some computer skills) to get you past any initial barricades. AE provides a link to the a PDF called: Accounting 101 Guide

Massive Power in a Minature Package

The AE online ‘context sensitive’ help system is the next best thing to having a book keeper with Mac computer skills right at your side. Although the Canadian version of AE Mac is packaged in a slender box with a slim ‘Getting Started’ Guide, the Context Sensitive Help system is super impressive. While performing a task, the user can click on the circular, purple ‘Question Mark ICON’ located on the lower left hand corner of the AE home screen to generate Context Sensitive Links leading to answers that were surprisingly well written and more helpful than expected. Flanked by the excellent AE context sensitive help system, the online AE help menu and Acclivity’s telephone/email support, most issues can be resolved effectively. The AE Partner’s Program pledges to provide a list of Certified Book Keeping consultants around the country whose professional level services may be contracted should one be in search this type of assistance. AE provides a number of on-line resources including and ‘Easy Setup Guide’ for users.

There is no Accounting for the Unpredictable – It’s been EIGHT years!

Catching that first glimpse of all of my MYOB/AE data in this newest release of AE was a truly impressive moment – honest! With a little help, I had all my custom designed INVOICE forms printing out as slick as ever from AE v13.4.1. If you are migrating from an earlier version of Account Edge (which is compatible), with the push of a couple of buttons, the upgrade prosess can work seamlessly, but each person’s upgrade experience may vary.

AE is certainly robust enough to be a reliable, full-fledged computer accounting package for small to medium businesses. The program has Eight integrated modules covering Accounts, Banking, Sales, Time Billing, Purchases, Payroll, Inventory and Cards. The BANKING module is where you keep track of your Bank Deposits and Withdrawls. In this MODULE you can accomplish all your banking needs and set the program up, to Print Cheques as well as Reconcile Bank Accounts. The TIME BILLING, PAYROLL, INVENTORY and PURCHASES modules are all pretty much self explanatory and certainly versatile enough to fulfill the requirements of most businesses. You will need to dedicate yourself learning the technical ins and outs of AE and to subscribe to AE’s company updates should you wish to utilize these modules. If you choose to utilize just the SALES module of AE for the purposes of generating INVOICES and keeping track of GST and PST remittances, you will find the REPORTING capabilities of AE to be very helpful. Once properly set up, these handy reporting features are simple to use and quite convenient. Of course you could just stick to using good old EXCEL in order to generate simple numbered invoices, tally the sale totals and tax figures, but AE has style, elegance and provides room to grow in the event you want to take the time to learn integrate and utilize the next module.

The CARD FILE module is certainly the easiest module to understand and to maintain. Most of the other modules rely on the CARD FILE module to function, therefore you would need to make use of and maintain the CARD FILE module even if you only using the SALES MODULE for example. The CARD MODULE is ultimately a real time saver because once you enter the contact information of your Customers and Vendors, repetitious tasks such as creating Invoices and printing cheques can be much less tedious. AE Card File always worked well in the old version and this newest release of AE has been modernized to include email and website information fields so that emailing an invoice is now only a click away. In addition to being able to import customer records from other database programs, the CARD FILE module can also integrate with Apple’s Address Book.

This new release of AE has what is labeled the TASK DRAWER whose usefulness can only be truly appreciated by those who had used a previous version of AE that did not have the TASK DRAWER feature. The TASK DRAWER is a handy sliding module that glides out of the right side of the AE window and is a place to store previous tasks such as a GST Tax report. This is the type of report that has to be generated several times a year and the TASK DRAWER is the place to be able to re generate the report with out having to reconstruct all the technical details. After adding a task to the TASK DRAWER and eventually creating a list of common TASKS, just click on the TASK that you want to generate in the TASK DRAWER, put in the current date parameters and voilà, the report appears. The TASK DRAWER is brilliant and a real time saver.

Crossed Platforms – Will Gates do the Job?

In a perfect world, everyone would be using the same OS (operating system) – preferably Macintosh of course, but it is understandable and certainly of no surprise that WINDOWS is the platform of choice for the Book Keeping/Accounting profession. This compatibility issue is probably not a huge deal in the long run, but the Mac/Windows situation could raise a number of immediate questions: For one, to what extent should this compatibility issue be of concern? Presently, your up-to-day Macintosh AE data file will not be accessible by WUBA’s (Windows Using Book Keepers/Accountants) until a PC version for Canada is released and adopted by the Bean Counting Community.

In the meantime, to bridge the gap, AE has excellent Importing/Exporting features which include the ability to Export/Import directly to EXCEL Spread Sheets. The work around would thus be, to Export any necessary Modular Data Files to EXCEL which is reliably cross platform.  You could eMail your exported EXCEL worksheets to your WUBA for inspection and professional analysis, providing your accounting professional with all the numerical information needed to complete your business’ financial records and formal tax submissions.

Attention all CBC’s (Canadian Bean Counters)

For the Canadian Macintosh Business Person in need of a solid, feature rich, modern account program on the Mac, AE and AE Network Edition is a must see program. Time is money, so sharpen your pencil and visit the link below to find out for yourself just how much fun it can be to do your own book keeping, by obtaining the 30 day free trial version of the Account Edge Canada.

Canadian Pride – Aclivity held to account

Why in the world the CANADIAN version of Account Edge Canada is listed on the Account Edge WEBSITE in US funds ($399.00 USD) is something I cannot account for, but it is worth reporting that AE is willing to offer $100 rebate, also in US Funds, to Canadian Mac Users upgrading from any previous version of MYOB or AE.
For further information contact: customer.service@acclivitysoftware.com

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