Sage Peachtree 2009 – 2012
Product Overview
New! Sage Peachtree 2012
Sage Peachtree is the accurate, easy-to-use accounting software that provides the insights and control
you need. With the Sage Peachtree internal accounting checks, comprehensive audit trails, module- or
screen-level security, and robust reporting, you get the accuracy, control, and information you need to
make decisions that help increase profitability.*
This release of the Sage Peachtree product line helps you get to your information faster, simplifies
everyday tasks so you can get the right work done, and provides tools to help you make informed
business decisions.
*Features vary by product. Please visit www.peachtree.com for a list of specific product features.
Copy Transactions
Quickly create a new transaction based on a previously saved one, allowing you to easily make
modifications instead of manually recreating every line item. This feature is available on seven
screens: Quotes, Sales Orders, Proposals, Sales Invoicing, Purchase Orders, Purchase Invoices, and
General Journal Entries.
Sage Peachtree System Check
An early warning and monitoring tool to help identify potential Sage Peachtree application issues
and offer advice on how to resolve them, thereby increasing peace of mind and preventing possible
downtime or lost productivity.
Sage Peachtree Business Intelligence1
Sage Peachtree Business Intelligence is a reporting and analysis solution integrated with Sage
Peachtree. Using the familiar interface of Excel, it enables more robust, custom reporting and
easier access to Sage Peachtree data.
Vendor Management Center
Gain greater visibility into all the information you need for a specific vendor on one customizable
dashboard.
Management Center Enhancements
User-friendly enhancements to how information is viewed and used within the customizable My
Dashboard and Management Centers. Includes automatic totaling of columns from transaction lists,
changing the number of lines displayed within each module in the customized view, and making it
easier to find default and selected items in a scrolled down list when filtering for information.
Sage Advisor
Sage Advisor helps customers experience the full value of their software investment. Through
personalized dashboards, engaging “show me how” videos, on-screen help and other business
resources Sage Advisor helps customers learn more about their Sage Peachtree product, discover
new ways to simplify their processes, and obtain valuable business advice.
Expanded Payroll Fields
More fields on both the employee and employer/company payroll records allow for recording of
additional benefits, deductions and liabilities, and help customers comply with legislative
requirements, such as the Health Care Act of 2010. There are now a maximum of 40 fields available
for each, up from 30 employee fields and 10 employer/company fields.
Easier Network Installation
A more efficient installation option for multi-user versions of Sage Peachtree that allows you to run
multiple workstation installs simultaneously while greatly reducing the number of steps required.
New My Dashboard Modules
Eleven new modules for My Dashboard — including General Journal Entries, Inventory Adjustments,
Payroll, Assemblies, Purchases Received, Top Vendors, and Item Purchase History by Vendor — push
its value beyond the sales team and into the purchasing and operations groups, allowing more
people in the organization to work better and faster.
Workflow Automation
Establish default assignments for all of your Sage Peachtree transaction statuses to ensure that
work is routed to the appropriate person at the right time. Easily view and add transaction
tracking notes from the Customer Management Center.
Inventory and Services Management Center
A customizable dashboard that helps users process large quantities of information about a single
inventory item or service at a glance. It enables quick research, comparisons, and decision making.
Excellent for understanding quantities, usage, and complex assemblies relationships. Provides
answers to inventory questions about last unit price, number of units, vendors, open transactions,
backorders, and more. Manages assemblies at-a-glance by seeing items on BOMs, component usage,
assemblies built, and work tickets. Helps evaluate business impacts of a service — usage, revenue,
and more. You will spend less time digging for information when tracking inventory or planning
purchases, especially locating specific items in a list of thousands with similar names.
Streamlined Service Billing
For businesses that provide services, you can quickly invoice customers for any unbilled time and
expenses. Users can filter unbilled items by date, customer or job. The outstanding time and
expenses are then transferred directly to an invoice. Improving your billing efficiency can translate
directly into business results. The faster you collect revenue owed to you, the sooner you can put it
to productive use. The existing invoicing process remains the same; you decide which method to
use.
Job Status Indicators
Customizable statuses with visual “red/yellow/green stoplights” for easy identification. Sage
Peachtree has four default statuses, but the field is completely customizable to meet the needs of
your business. You can easily delete, rename, or change the color-coded stoplight button attached
to each status. You can add virtually unlimited new status types. (eg., At Risk, On Schedule,
Late).PEACHTREE
Job & Project Management Center
Proactively manage your projects with easy access to job information in one centralized place. A
second tab on the new Job Navigation Center provides a customizable, dashboard view of
information “per job”, “per job/phase” or “per job/phase/cc”.
Interactive Job Reporting
Quick, custom reports with totals that can be developed from job modules on the dashboard. You
can customize what information you want or need to see on each job module. The totals line on
each module now automatically updates when new information is shown. The Job Profitability
module with comparisons of Original, Estimated vs. Committed and the various filters can make
this one module into hundreds of reports. The totals carry the sum function to Microsoft® Excel®
which makes it very easy to continue to customize. You can send the output to multiple formats -
Excel, PDF or email.
Job Navigation Center
“One Stop Shop” for accessing all job-related information including tasks and reports in a
centralized dashboard. You can view a complete list of jobs and drill down to the details from the
list. The new Job Status Indicator makes it easy to see or sort by the status. New buttons allow you
to easily access Job Phases, Cost Codes and Change Orders in the Job Tasks window.
Easier Data Entry for Jobs
Four usability improvements that reduce steps and enhance data entry for jobs. When you select
the job on the first line of a transaction it automatically populates to the following lines – no
additional clicks required. You don’t have to take your hands off the keyboard to select the correct
job, phase, or cost code. You can easily find the correct job because the customer name is now
shown in the dropdown list. You can opt Sage Peachtree to warn you if you have forgotten to enter
a job on sales or purchase transactions
More Room for Job Notes
Job notes field has been expanded to allow the user to enter more information. You can cut/paste
information from emails or other documentation directly in this field. You can also bring data
directly into Sage Peachtree using the import/export feature.
Change Order Processing
Allows Change Order tracking and list view/reporting, provides a new Change Order Form to
capture approvals, and updates estimated revenues and expenses with approved changes.
Eliminate manual change order tracking processes and keep all of your information in one place.
Tracking features include noting when a change order is approved, when it is applied to
transactions, any changes to projected end date, and maintaining all notes applicable to the
change order. You will have better insight into the impact of change orders on jobs’ revenues and
expenses (down to phase and cost codes).
Enhanced Assemblies Reporting
Handle assemblies in new ways with modules on the Inventory and Services Management Center.
Users can customize the dashboard for at-a-glance, detailed information about a specific assembly
item. Enables quick research, comparisons, and decisions about complex assemblies relationships.
Each module is still controlled by existing security measures and will automatically respect the
security settings you have today. Provides Answers to inventory questions about quantity on hand
and cost of all components, quantity needed of this item in each assembly, and more. Managing
assemblies can be done at-a-glance by seeing items on BOMs, component usage, assemblies built,
and work tickets. Each Sage Peachtree user in the office can customize assemblies reporting on the
Inventory and Services Management Center to their own unique needs
Easier Installation
Improvements to the installation process make it easier and faster to upgrade to the latest release.
Sage Peachtree can detect and apply the settings from the last release. There are fewer screens
with more guidance; and it’s easier to install more than one Sage Peachtree accounting software
product, or move up to a different Sage Peachtree accounting software product.
Setup Advisor
A retractable panel is docked to the side of each screen in which customer, vendor, employee,
inventory and other records are maintained in Sage Peachtree. Each time a field within one of
these screens is selected, the panel automatically displays related instructions, descriptions, and
links. The guide panel can be turned on or off for each user.
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 email.
Open Multiple Companies2
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 Contacts3
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 Reporting4
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.
1 Additional fees required. After the sixty day free trial, the service is only available with Sage Peachtree Complete Accounting
and higher products.
2 When opening more than one company, you will be able to perform all functions except those that require exclusive company
access or third-party integrations in companies opened after the first one.
3There is a maximum of 20 ship to addresses and 1 billing address per customer. Only 2 contacts per customer can be synced
with Outlook.
4 Upon upgrading to Peachtree 2009, 3 years of converted Peachtree Financial Statement data and account balance data on
General Ledger reports will be readily accessible, as well as data for future closed years.