Peachtree® by Sage 2010 New Features

Now Peachtree makes it easy to find transactions related to others, like the quote or sales order that led to a sales invoice - or all the payments tied to a single purchase. On the Task screens, the new view related transaction link will appear when you view a transaction that is linked to others in your company.

Peachtree 2010 introduces the ability for you to switch quickly and easily between multiple Peachtree company files.

• Remember login details between companies - If you prefer not to have multiple companies open at the same time, you can now set Peachtree to remember your login details when you are closing out of one Peachtree company and opening another, saving you time and effort.
  
• Have multiple companies open at once - In Peachtree 2010, you can now have access to all of your Peachtree companies at the same time, so you can quickly switch between open companies to compare data, enter transactions etc. (available only in Peachtree Complete Accounting and higher).
  

Peachtree 2010 offers the following improvements to help you manage your inventory items and track which of your items are being sold to which of your customers.

• View Sales History for an item - Peachtree 2010 offers new functionality where you can view the complete sales history for any selected item. Now you can quickly access detailed sales information for your inventory items (available only in Peachtree Complete Accounting and higher).
  
• Enhanced inventory item search - You can now search by data stored in Description and Note fields on your inventory item records. You no longer have to memorize Item IDs/Descriptions or hunt through long lists to find the item you are looking for.
  
• Set a default Item Class - When you are creating new inventory item records in Peachtree 2010, you can specify a default Item Class to use. This helps you save time when entering new item records and reduce the possibility of errors.
  

Making backups is one of those administrative tasks that no one "likes" to do but everyone knows is important to do often - you can't take the chance of losing even a day's worth of your valuable data. Previously, the Peachtree backup process was manual, requiring exclusive access to the database and human intervention, requiring you to back up before or after company hours or to force all of your users out of the system during business hours resulting in lost productivity and inconvenience.

Now, with Peachtree 2010, you can schedule your company's Peachtree backup to run automatically whenever you want it to, such as during non-business hours. This can save you time and increase your and your users' productivity.

Handle your customer relationships with less effort and better information using Peachtree 2010’s new comprehensive and customizable tool - the Customer Management Center.

• One place for managing your customers - Get all the important customer information without jumping from report to report, transaction to transaction. See and search contact information, a list of invoices, a list of receipts, a list of quotes, a history of items sold to the customer, and more all at the same time.
  
• Customizable for each user's needs - Get access to the data you need without dealing with the data you do not need. Change your Customer Management Center look at the customers and data you are working with, while your co-workers can set up their own.
  

Peachtree 2010 offers you a fully-customizable work area, where you can choose the information you want to see and arrange it so you can access it quickly and easily. Now you don’t have to go to lots of different places within Peachtree to do your work.

• Personalize Peachtree for the way you work - Peachtree 2010 offers the ability for you to add as many tabs to your My Dashboard area as you wish. You now have total control over how you arrange your work space.
  
• Customize the information you want to see - You can select exactly which lists, buttons etc. you want to have available from each of your My Dashboard tabs.
  
• Updated Business Status page - When you upgraded to Peachtree 2010, your Business Status page was converted to a tab in your My Dashboard area.
  

With Peachtree 2010, you can now keep track of all the details in your company's sales and purchasing processes, such as "What's the status of this order?", "Who is currently handling it?" and "What are the next steps I need to take?", by setting up your own customized order process workflow. Here you can ensure that everyone stays informed and make sure that nothing slips through the cracks.

• Customize Peachtree to track your processes - Every company has a different way to manage their order process. Peachtree 2010 allows you to fully customize what statuses you use when tracking orders.
  
• Track information through your entire process - For each of your individual customer and purchase transactions, you can now choose a Tracking Status. You can select one of your users to assign it to and add notes so that everyone can see where the transaction is now and what needs to be done with it.
  
• At-a-glance view of your statuses - To see an overview of your transactions and what their current Tracking Statuses are, you can add the new Transactions by Tracking Status module to your My Dashboard area.
  
• View and take action on tasks - There is a new My Peachtree Inbox module available to be added to your My Dashboard area, where you can see which transactions you have in your queue and quickly access them.
  
• Report on your transactions' current status - Peachtree 2010 has a new Transaction Detail by Status report available. This allows you to get detailed information on your transactions' current Tracking Statuses and who they are assigned to.
  

Now, with Peachtree 2010 you can stay informed as transactions move through your process by defining customizable rules which will immediately inform you or your other users about any change to a transaction’s Tracking Status and/or Assignee.

This is especially useful if, for example, you want to be informed that a Sales Invoice has been flagged as On Hold, or if a Purchase Order has been assigned to your team so you can process it.

• Set up rules for when you want to be notified - You can set up an unlimited number of notification rules so you can be kept informed every step of the way.
  
• View a list of all Notification Rules for your company - If you want to see all of the notification rules that are currently set up for your company, you can view these in an easily-accessible list view.
  
• See all of your current notifications - If you have been sent any notifications, you can see immediately from your Peachtree desktop how many you have and access them instantly.
  

Now instead of keeping contact information and Customer notes somewhere else, manage all your Customer contacts from within Peachtree and make your sales, customer service, and collections efforts more efficient whether you have 1, 100, or more contacts for each customer.

• Track your Customer contacts in one place - Every Customer contact can now be recorded in Peachtree, including their phone numbers, email addresses, and physical addresses.
  
• Take advantage of the new Notes field - Track key Customer and Contact information like shipping instructions in the new Notes field available on each Contact.
  
• Get more control over your shipping and invoicing even with only 1 Contact for each Customer - With this new functionality you can have more contacts per address and greater control over the contact information that is used on transactions.
  

Business Analytics - powered by iLumen's a new online tool that you can use to gain better insight into your business through advanced financial analysis and industry benchmarking.

• Gain insight into your company's financial performance - Use your company dashboards to analyze the performance of your business over time.
  
• Find out how your company compares with industry benchmarking - See how you match up geographically, by size, by industry, or by a combination of criteria.
  

Now you can organize more of the important details of your business' most valuable assets - your employees - all from within Peachtree.

• Manage detailed employee records - In addition to basic employee information, you can now store details about each employee including emergency contacts, job details, and important dates. You'll be a more organized employer and reduce your risk of violating employment laws that apply to even very small businesses.
  
• Track employee performance reviews - Manage your employee performance review process by storing notes, ratings, review dates, and even attachments, all from within Peachtree.
  
• Receive alerts about upcoming employee events - You'll never miss important employee dates again when you set up alerts to notify you of upcoming birthdays, service anniversaries, and reviews.
  

Peachtree 2010 offers more secure password management, and the ability for your users to change their own passwords.

• Increased password strength - Password complexity has been increased to make passwords more secure and to comply with industry standards.
  
• Masked passwords - Your users' passwords are now masked within Peachtree, so each of your users can feel confident that their password cannot be viewed, even by an Administrator.
  
• Users maintain their own passwords - Your users of Peachtree 2010 can now select to change their own password, without having to ask the Administrator to do it for them.
  
• Secure process to reset passwords - If one of your users has forgotten their password, Peachtree has an updated process to reset passwords for users and have them update it immediately.
  
• Set Password Management options - You can set up how you want your users to manage their passwords, by selecting to have passwords expire after a set time, setting how many attempts your users can have before they are locked out of Peachtree and not allowing your users to have a password that is the same as the last four they have used.
  

If you are using Peachtree in a multi-user environment, Peachtree 2010 now offers you the following tools to help you with network administration:

• View a list of logged-in users - You can now see immediately which of your users are logged into Peachtree.
  
• Log out user(s) - If you have an important task to complete that requires all your users to be out of Peachtree, you can now select to log out one or all users (available only in Peachtree Quantum).
  

With Peachtree 2010, you can create a read-only Open Database Connectivity (ODBC) or Object Linking and Embedding (OLEDB) connection directly to your Peachtree company data. This allows you to use any application that supports ODBC or OLEDB, such as Microsoft Excel®, to extract company information for analysis outside of Peachtree.

• What are ODBC and OLEDB?
• Connecting with ODBC
• Connecting with OLEDB

With the release of Peachtree Quantum 2010, you now have the ability to upgrade to a higher user capacity than ever before. You can select between 10, 15, 20, 30, or even 40 users to better run your business.

Starting in Peachtree 2010, Crystal Reports uses Object Linking and Embedding (OLEDB) to connect to your company database. Reports open on average 73% faster on a network and 60% faster on a single computer.

Important: To restrict who can access company data using Crystal Reports, be sure to select the appropriate security setting on the Crystal Reports/Data Access tab on the User Security screen.

The Sage Advisor helps you complete tasks, learn best practices, and discover tips and tricks related to what you're doing in Peachtree. The Advisor messages appear in a small window at the bottom right corner of the display. If you don't click on or move the mouse cursor over the message, it will disappear, so it's easy to ignore messages that don't apply. If a message seems interesting, you can just move the cursor over the message to keep it visible.

• Set your experience level - You can set whether you're a beginner with Peachtree or an expert, and the program will display advice appropriate for you.
  
• View recent tips - See the most recent tips shown to you. The 'Tell me more' links are included so you can get directly to the help you need.