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 1

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 2

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

Automate your backup process for any time that is convenient for you and your company! No more hassles or worries about the safety and security of your data. With Peachtree Automatic Backup, set up your schedule once, and the rest is taken care of for you. Peachtree doesn't even have to be running to make the scheduled backup.

Multi-Year Reporting 3

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.

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 4

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.