We update Simple Accounting software four times per year. So it’s important to keep up to date with all the new things we’re adding to the software. This page lets you see what you can expect from us in the months ahead. It’s also a great place to register your vote for future product enhancements.

(This list was last updated: 01-08-2013)

• Importing Mapper SAFEXtension

  This new SAFEXtension allows end-users to directly import a list of transactions directly to the SAFE Accounts Payable, Accounts Receivable and Check Register Browse Boxes. Until now, we've offered custom programmed functions for importing bank transactions into SAFE. 'Mapper' generalizes this procedure, allowing for multiple 'templates' (similar to our Custom Forms) so that you can work with transactions from multiple institutions. Using a typically formatted common spreadsheet file you'll be able to:

  • Select the transactions you wish to import
  • Allocate each to one or multiple expense or sales accounts
  • Assign a Check #
  • Assign an Invoice #
  • Assign a G/L Period
  You may also simultaneously import both Customer (A/R) and Vendor (A/P) transactions from a single spreadsheet! REQUIREMENTS: Your import file must be formatted according to our default specification. If not, we can provide a Custom Template to conform to your bank's output.

• Improved Credit Card Payments

  There is now better validation of credit card numbers when accepting payments. You are warned if receiving a payment on a card that has expired or has a missing or invalid CVW.

• More Flexible Check Numbers

  You can now use non-numeric check numbers in all A/R functions. In the case of credit card payments, Simple Accounting can optionally auto-assign a check # using a user-defined formula, eg. date+time.

• New General Ledger Audit Report

  The General Ledger Audit Report has been re-written with an option to display balances from accounts with no activity.

• Open Period Protection

  There is now optional protection of which periods may be left unlocked. There are now new Global Options to prevent users from unlocking:

  • Non-sequential periods: Any period(s) which have a locked period immediately before or after.
  • Future Periods: Any period after the current period + 1
  • Prior Periods: Any period before the current period - 1

  In the first case, an example illustrates this feature.

  You are currently in period 6 of the year. Periods 1-5 are locked. You realize that an adjustment to period 2 is needed. Simple Accounting will prevent you unlocking only period 2. However, you can unlock period 5, then period 4, then period 3 and finally period 2 (in that order.) You may now create the necessary adjustments in period 2. While period 2 is unlocked, you are prevented from locking period 3, 4 or 5. After you create your adjustments to period 2, you can then lock period 2, then period 3, then period 4 and finally period 5 (in that order.) This system is designed to prevent users from accidentally locking an intervening period and preventing balances that should 'roll forward' properly into the current period.

  If all three options are enabled, only the current period and the immediately prior and next periods are allowed open.

• Recurring A/R Invoices And Automatic Payments

  When you convert Recurring A/R Transactions into A/R Invoices you have the option to have the full amount automatically 'paid', ie. converted into a Payment, which is then credited to the Check Register account specified in the header of the Recurring A/R Transaction. This will allow you to accept recurring payments from customers which are placed electronically (eg. if your bank offers auto-drafts for your clients.)

Hey, we just finished SAFE/XI. Give it a rest!
We’ll be back in soon for early notes on our next release.