Business Management
Quick Start-Up
Simple Step-by-Step Instructions
Easily identify all the new features within Peachtree 2009 with the New Features Screen. Choose from over 20 short instructional demos to help you learn about key functions in the product. Quickly learn how to enter customers, vendors, employees, and more with the Guided Tour! Plus, learn how to handle basic accounting transactions. And, walk step-by-step through setting up your company with the New Company Setup Wizard and get started quickly.
Navigation Centres
A more intuitive way to navigate and gain access to information. Get quick access to key information and tasks.
Easily Convert from QuickBooks®*
Use the QuickBooks Conversion utility to convert from QuickBooks versions 2005 - 2008, Basic through Enterprise.
Choose from Sample Company Charts of Accounts
With more than 75 sample company charts of accounts to choose from, simply select the company that most closely resembles your own, and your books are instantly set up to fit your business.
Check Off Setup Tasks as You Complete Them
Let the Setup Guide walk you through the process of setting up your company information, record data, and beginning balances, and then check the task off your list and track your progress.
Accounts Receivable
Generate Customer Quotes
Quickly and easily provide your customers with estimates for their orders by printing quotes! Your quote does not actually update your accounting information until the quote is converted to a sales order or invoice.
Create and Track Sales Orders and Back Orders
Track your sales from order to invoice. Easily enter orders and track partial shipments, and always know what is on backorder with the onscreen "Out of Stock" warning or review the Sales Order Report.
Track Your Payment Status
Instantly know which purchases or invoices are paid in full, partially paid, past due or unpaid so you can easily stay on top of who owes you and who you owe.
Customer Statements
Use statements for billing your customers with detail from invoices, credit memos and payments automatically printed on the statements.
Credit Memos
Choose the invoice to apply to, record the amount returned and you're done!
Accounts Payable
Bill Payment
Write your checks and pay your bills as if you were working in your own checkbook. Simply select which vendors and bills to pay, even review the invoice detail in one click, and print the checks-task done!
Write Checks Fast
Write checks with a simplified screen that looks like the manual checks you're used to. And the split screen feature shows "behind the screens" allocations for multi-account tracking just like a personal finance system.
Purchase on Time
Receive partial shipments and put items in inventory before receiving a bill! Easily handle drop shipments and review reorder reports for a quick glance at quantity-on-hand, quantity-on-order and backorder information.
Vendor Credit Memos
Track returns to your vendors by choosing the invoice to apply to, record the amount returned and you're done!
Time Savers
Business Status Center
Monitor your business in one place using an integrated view of key measurements and indicators. Find information relating to account balances, who owes you what and what bills you need to pay, and who are your most profitable customers to gain greater insight to help make more effective decisions all in one place. If you need to report back to a business owner, the Business Status Center can easily be printed out or a pdf file created and e-mailed to easily share the information on how the business is performing.
Internal Accounting Review*
Use the Internal Accounting Review to run up to 15 checks at any time on your Peachtree data. Look for suspicious transactions and common accounting mistakes such as duplicate transactions and cash receipts that do not debit the correct General Ledger cash account.
Recurring Transactions with Year End Rollover
Set up transactions once and do not worry, Peachtree will remember these transactions automatically for you. You set how often and when these recurring transactions should happen and Peachtree will do the rest.
Integration with Microsoft Word*
Quickly create mass mailings or e-mail blitzes and other notifications such as customer newsletters, thank you notes, credit requests from a vendor and more from your the contact information or transaction information.
Schedule Memorized Transactions
Set up Memorized Transactions for Quotes, Sales Invoices, Purchase Orders, Payments, and General Journal entries.
E-mails Generated by Alerts
Set the system to monitor key elements of your operations and have an e-mail alert generated when certain conditions are met to keep you operating efficiently.
Reporting
Get the Data You Need, in the Format You Prefer
Eliminate trial-and-error printing by previewing onscreen the layout for your Invoices, Checks, Labels and more before ever printing.
Collect from Your Customers / Pay Your Vendors
Display both by list and graphically the aging status of your customers who have open invoices and print collection letters for those customers with overdue accounts with the Peachtree Collection Manager. Use the Payment Manager to drill down through four levels of aging analysis so you always know whom you owe, how much and when it's due. Plus, check off a batch of invoices to pay and print checks.
Rapid Access Reports
Save time by running key reports right from your most frequently used screens such as invoicing and purchasing! Information is already pre-filtered so that you have single-click access to the information you need.
Filter Reports Using Custom Fields
Filter your standard and custom reports by custom fields allowing you to run more meaningful reports categorized in ways more useful to you.
Customizable Reports
Choose from 145+ reports to better track, forecast and budget your finances and get the information vital to the success and growth of your business. Customize these reports to look the way you want them to. You can also save time by grouping reports to run daily, weekly, monthly or at year-end.
Forms Design
Now you have a more flexible way to customize your forms such as invoices, sales orders or quotes for a more professional representation of your business. Improvements include the ability to add fields, colors, logos and other information with a new, simple design screen. Forms now include new guide marks to help you better layout your information.
Create and Print Deposit Tickets
Save time using this printed record for your bank deposits of your receipts recorded in Peachtree.
Inventory
Overview of Inventory Features
Multiple Costing Methods
You have the flexibility of tracking your inventory with a choice of various costing methods including Average, LIFO (last in, first out) or FIFO (first in, first out).
Create Assemblies
Easily build assembly items by defining the Build of Materials in the Maintain Inventory Items screen. Simply choose the items you want to make up the assembly and everything is tracked together.
Item Attribute Sets
Easily create and track inventory items in a product line by defining attributes such as size, color, or any attributes you define. With this functionality, you can automatically create and maintain Item Attribute sets, and your reports and lookups will reflect this for easy cross-selling, tracking, and maintaining.
Track Item Detail
Track extensive detail on each of your inventory items, such as price levels, tax types, weight, cost method, item type, and more!
Enhanced Item Pricing
Ensure bottom line profitability with flexible, user-defined, formula-based pricing calculations, such as basing a price level on a percentage above average cost, and store them for use across all your inventory items. There are 10 Item Price Levels, and you have the ability to custom name each level, which show on reports and data entry windows. The Item Price Levels can be stored at the customer and item level.
Item Price Changer
Because your business' costs rise and fall constantly, we make it easy to update pricing. You can update prices by an amount or percent for all or part of your inventory. With a simple point and click, you can globally increase or decrease prices, rounding up or down to a specific cent or dollar.
Tracking
Track Time, Jobs and Assets
Time and Billing
Comprehensive Time Tracking
Easily track time using the time card features, and never enter information twice! Employees simply enter hours on daily or weekly forms and the time information then flows automatically into both invoices and pay checks.
Flexible Billing Rates
Choose from multiple rates—Employee, Activity, and Flat Fee—or choose to override the rate.
Flexible Billing Status Options
Choose from multiple billing status options the moment you enter a time ticket—Billable, Non-billable, Hold, or No Charge.
Instant Expense Tracking
Track all job or project costs and streamline your billing procedures by keeping track of expenses like travel, copies, meals, and more!
Job Costing
Always Know What a Job will Cost
Easily determine which jobs are more profitable by comparing all job expenses versus revenue. Create job and project estimates by breaking down jobs to the phase level, and then review cost codes by breaking each phase down to a particular type of cost.
Change Job Ids
Change the assigned lookup IDs for Jobs, Phase and Cost Codes at any time even after you have used them within Peachtree. This allows you to make necessary edits to existing IDs without having to start over and better matches your business needs.
Fixed Assets
Manage Fixed Assets* Calculate depreciation easily, quickly, and accurately! The Peachtree Fixed Assets system—FAS for Peachtree—allows for seven books of information, including Financial and Tax, all in full compliance with government rules and regulations. Track up to 200 assets.
Regulatory Compliance
Subscribe to the Fixed Assets Tax Service to ensure regulatory compliance.
New Features of Peachtree Complete Accounting 2009
Multi-Year Reporting* Compare budgets and financial results across multiple years within your General Ledger reports and Financial Statements. As your business grows over the years, you will be able to use this functionality to get improved trending analysis, better research, and more accurate forecasts based on prior year activity.
Flexible Payroll Management
Access to a flexible payroll management tool for your business is available. Peachtree 2009 makes managing your payroll easier 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 Error Alerts
Having data accuracy is critical to any small business. Within Peachtree, you will be alerted when using non standard AP and AR accounts upon saving the transaction or when using a non-cash account in the cash account field on receipts and payments.
Cash Flow Management
Easily analyze and forecast your cash flow with the use of the cash flow management tool. You will have the ability to know whether or not you will have enough cash to meet current and upcoming financial obligations by managing your cash flow from one location. Additionally, you will be able to export cash flow forecasts into Microsoft Excel.
Time and Expense Tracking
Peachtree 2009 allows you to locate your time and expense tickets through a quick list view, utilize a new invoice form specific for your industry, as well as customize the first day of your business week depending on how your company tracks time. |
