Peachtree Accounting

Inventory/Services Management Center

Customize a dashboard to show you everything you need to know about a single inventory item or service. Perform quick research, do product comparisons on the fly, evaluate a service by its usage, revenue, or other parameters. Use this view to plan all of your inventory purchases by checking stock against open orders

Change Order Processing

Automate the change order tracking process and produce the documentation necessary to secure approvals from your customer. Obtain a better perspective on the impact of a change order on job revenues and expenses, down to the phase and cost code level. Scan the approval signature and attach it directly to the change order for a more organized workflow.

Job Management Center (Quantum only)

A single screen displays all information relevant to a job, customized to display exactly the information you need to manage your jobs. Maintain instant access to the underlying detail for the job with a click of the mouse. Customizable at the individual user level to provide everyone with the precise information they need to complete their jobs efficiently.

Streamlined Service Billing

Quickly generate multiple invoices to multiple customers for all unbilled time tickets, expense tickets, and reimbursible expenses. Date sensitive selection filters allow you to select just the range of charges you want to appear on the invoice.

Job Status Indicators

Transaction History

Save time getting to the information you need to take action!  Easily and quickly view all history related to a particular customer or vendor transaction throughout the entire chain of events at any point in the sales or purchase process.  View forward from a quote to a receipt or backwards from a payment to a purchase order. 

Customer Management Center

View the details you need all-in-one-place to better manage and service your customers without missing a beat.  Create a customizable dashboard view of your customers’ information such as their converted and unconverted quotes, invoices, receipts, time tickets, aged balances, items sold, and much more.  Look up customers quickly based on their id, phone number or any of their contact information or recently looked up customers, and filter further based on date ranges.   Export customer information to Microsoft® Excel®, PDF or e-mail.

Open Multiple Companies

Get your work done faster by being able to open multiple companies within Peachtree at the same time!  Open all of your companies and toggle to the company you need without closing your current company.  Save time by not having to re-enter your login information when switching between companies.  Enter your user id & password once and Peachtree will remember it until you close Peachtree.

Multiple Contacts

Store a virtually unlimited number of contacts per company in Peachtree!  The new “Contacts” tab in the Customers screen allows you to keep track of any specific details you want regarding multiple contacts per company.  Track more details like multiple contacts titles, phone numbers, e-mail address and specify the bill-to and ship-to contacts.  A new Notes field allows you to track unique information about each contact.

Automatic Backup

Multi-Year Reporting

New General Ledger reports and Financial Statements functionality allows you to report on data outside of two open years, while retaining the control to lock down prior years and purged data.  This access will allow you to compare budgets and financial results across multiple years, and drill down to the details. Use this new functionality with existing capabilities on transaction reports, to get improved trending analysis, better research, and more accurate forecasts.

Cash Flow Management

Now you can view your current cash status easier than ever before.  With an improved cash management tool, you can easily see how much money is coming in and going out, so you always know how your business is performing.  In addition, with an improved forecasting tool, you will be able to quickly create forecast scenarios, and export them to Microsoft Excel, to better track how your business might perform down the road.

Comprehensive Payroll Management

Access to a full payroll management tool for your business is available, with set-up improvements and expanded offerings for benefits and deductions.  These expanded feature improvements offer you a better way to account for items that you need to effectively manage your business.   

Real Time Alerts

Experience real-time notifications whenever a non-standard AP and AR account is entered into a transaction.  And you will be alerted when a non-cash account is entered into a cash account field in receipts or payments.  Now the ability to catch and correct potential accounting errors is easier than ever.  Also, when working in a multi-user environment, each workstation will be automatically be notified that a tax update has occurred.

Improved Performance

Now you can get up and going faster.  Quickly open companies within Peachtree to access information.  As well, minimize the amount of down-time caused by users being blocked out of screens in a multi-user environment. 

Forms Design Improvements

You now have a more flexible way to customize forms such as invoices, sales orders or quotes for a more professional representation of their business.  Improvements include the ability to add fields, colors, logos and other information with a new, simple design screen and to modify the layout of our forms more easily.  With Peachtree 2008, you can also turn on and off fields on task screens and Peachtree will automatically change the printed form 

Enhanced Report Options

Add additional fields to the 19 key reports making it easier to locate key information.  And the redesigned screens make it much easier to filter and sort your reports.  These changes can be found in some of the most frequently used reports, such as the General Ledger, Account Reconciliation Report, Check Register and Aged Receivables and Payables reports and more! 

Add Attachments

Store files in Peachtree records, such as customers, vendors, employees and inventory items.  All types of files are supported, including Microsoft Excel spreadsheets or Word files, photographs or scanned documents.

Flexible Unit and Quantity Decimal Settings

If you manage inventory in your business, you can now set up Peachtree so that you have different decimal setting requirements for units and for quantities.  For either the unit or the quantity, you can select the number of decimal places up 5 places!

Saving Records and Transactions Performance

Experience drastically reduced transaction and record save times when reports are open.  Now, saving a transaction can go from 10 seconds to less than a third of a second.  Invoices, checks, sales orders, inventory items etc. all save faster when you’re working with reports and screens at the same time!

Filter Reports Using Custom Fields

Selected standard and custom reports can now be filtered using custom fields to allow you to run more meaningful reports categorized in ways more useful to their business. 

Enhanced Technology

The underlying framework for Peachtree includes a new database to better meet the needs of growing businesses. The new database provides improvements when opening windows and saving transactions and multi-user environments will see a reduction in “lock-ups”.

Multi-Tasking Screens

Peachtree windows now open separately and are no longer confined within the application so that you can locate Peachtree screens anywhere on the desktop to improve the ability to multi-task with other applications.  

Easy Access to Lists

At-a-glance find, view, drill down, print and e-mail information and records easier and quicker. You can view key information records all at once with lists.  The ability to sort and search on lists on customers & vendors as well as transactions such as invoices and payments.