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Core Strengths
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!
Inventory
Serialized Inventory Tracking
Assign serial numbers to specific individual inventory items when creating transactions and maintain detailed records for tracking, recall, and warranty purposes. You can also track actual cost of each serialized item for more accurate profit measure.
Auto-Creation of Purchase Orders based on Stocking Levels
Set it up so that Peachtree software automatically creates purchase orders for you based on minimum stock levels, re-order quantities and quantities on sales order. You no longer have to manually fill out purchase orders every time your inventory gets low!
Create a Purchase Order from Sales Order
Purchase orders are automatically created right from the sales order screen while placing new customer orders so that you can eliminate double entry and potentially fill customer orders faster!
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), FIFO (first in, first out), or Specific Unit.
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.
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.
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.
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.
* See www.peachtree.com/disclosures for details
