Peachtree® by Sage 2011 New Features

Instantly see how items and services are moving through your sales and purchasing processes, and how they are performing for your business. This customizable dashboard shows you everything you want to know about a single inventory item or service. You'll use it all the time for quick research, comparisons, and decision making, and for understanding quantities, usage, and complex assemblies relationships.

• Immediately see answers to inventory questions about last unit price, number of units, vendors purchased from, open transactions and backorders, and more.
• Quickly manage assemblies by seeing where the item appears on BOMs, component usage, assemblies built, and work tickets.
• Evaluate a service by its usage, revenue, and more.
• Spend less time digging for information when tracking inventory or planning purchases.
• Customize screens and filters to fit the needs of each Sage Peachtree user while maintaining existing security measures.
• Each data field is controlled by existing security measures and will automatically respect the security settings you have today.

Customize your Inventory & Services Management Center with new Assemblies sections to get quick reporting on assembly items. These new sections enable quick research, comparisons, and decisions about complex assemblies relationships.

• Quickly get answers to questions about quantity on hand and cost of all components, quantity needed of this item in each assembly, and more.
• Determine an item's presence on BOMs, component usage, assemblies built, and work tickets.
• Print or export each Management Center section for quick reporting.
• Each data field is controlled by existing security measures and will automatically respect the security settings you have today.

Now you can proactively manage your projects with easy access to job information in one centralized place. Sage Peachtree Quantum users can customize a dashboard view of important information by job, phase, or cost code.

• Real-time job information is displayed, ready for easy reporting.
• Each user can have a unique, custom job & project management center.
• Each data field is controlled by existing security measures and will automatically respect the security settings you have today.
• View Peachtree Quantum Workflow assignment/task status information for added collaboration of transactions related to a job.

Sage Peachtree Quantum users now have one-stop access to job information and tasks, making it fast and easy to access all job-related information in a centralized dashboard.

• A built-in jobs list shows the new "Job Status" indicator, making it very easy to see or sort by the status.
• A consistent and familiar interface you'll recognize from other areas of Peachtree make it simple to use.

Several small improvements will make a big difference to job and project managers who use Peachtree. Maintenance of jobs and selection of jobs on transactions have been simplified, and a larger notes field provides room needed for recording important details.

• A job selected on the first line of a transaction automatically populates to the following lines, saving time and virtually eliminating errors.
• You don't have to take your hands off the keyboard to select the correct job/phase/cost code.
• A warning will let you know if you forget to enter a job on sales or purchase transactions.
• Additional job notes can now be stored in an expanded notes field.

The status of any job can now be determined at a glance. Color-coded "traffic signals" make it easy to see which jobs you need to focus on. And you can set up a virtually unlimited number of custom job statuses.

• Create custom status types that are meaningful to your company.
• Color-coded "traffic lights" instantly communicate the status and highlight risk.
• Status can be viewed from various places in Sage Peachtree, like the job record, job list view, dashboards, reports, etc.

Peachtree 2011 makes it much easier to invoice for your services. Quickly generate multiple invoices for all unbilled time tickets, expense tickets, and reimbursable expenses. Apply time and expense tickets all at one time to increase your billing efficiency and help prevent delayed or lost revenue.

Automate your Change Order Processing tracking and keep all of your Change Order information in one place.

• Get better insight into the impact of Change Orders on your jobs' revenues and expenses (down to phase and cost codes).
• Attach documents to a Change Order and keep all of your information in one place.
• Track the approver and the approval date.
• Identify updates to the projected end date.
• Make note of important details for future reference.

Through a fully integrated certified payment application provided by Sage Payment Solutions, Peachtree 2011 is compliant with the required Payment Card Industry (PCI) Security Standards, which were created to help organizations that process card payments prevent credit card fraud.

Whether you are new to Sage Peachtree or you've used it for years, the new Setup Advisor shows you how to use each field on Peachtree Maintenance screens.

• Field-level help appears automatically as you move to each field in maintenance screens.
• Tips, suggestions, and definition of terms are provided without leaving the screen you're working on.
• Help pages include links to other resources that provide more detail.
• The Setup Advisor panel can be turned off when no longer needed.

Industry Trends

The new Industry Trends view in Business Analytics helps you stay informed of ongoing and emerging trends impacting you and your industry. Get a quick snapshot into the financial performance and trending of your industry and see how you stack up against your peers.

Assessment Reports

The new Assessment Reports included in Business Analytics intelligently analyze your business information to measure key performance areas and help you evaluate the financial impact of key decisions and recommended solutions. These free downloadable reports include cost savings analysis, cash flow analysis, variance analysis and credit analysis.

Maintaining customer contacts and addresses has been simplified in Sage Peachtree 2011.

• A Clear button replaces the Copy button on transaction screens, allowing you to remove the ship-to address on the transaction.
• You can copy and paste any address, including the billing address, to make contact setup quicker and easier.

Peachtree has improved functionality in the following areas in the program:

• Linking to the Customer and LineItem tables using ODBC or OLE DB
• Retrieving the PsqlCompletedDate for partially paid sales invoices through ODBC or OLE DB
• Printing Attachments on Windows 7
• Printing Attachments when emailing customers or employees
• Pie chart appearance on dashboards (including Business Status) after conversion
• Display of data in dashboard modules for inactive records and IDs with double spaces
• Ability to drill-down to Time and Expense tickets from lists and dashboard modules
• Return of Hide Inactive Records link on list views
• Searching by Customer SO Number on Purchase List
• Display of Return Authorization column on Credit Memo List
• Performance of the Maintain Jobs window when using many phases
• Ability to check/uncheck Use Phases once a job has been saved
• Display of default information in the Track It panel
• Display of information in the Track It panel for invoices created through Broadcast Invoices and payments created through Select for Payment
• Reindexing Workflow tracking status tables through Integrity Check process
• Appearance of Change Accounting Period window when DPI setting is 120
• Copying Financial Statements from another company
• Converted quotes in Cash Flow Manager
• Updating estimated revenue for jobs when Billing Method is Percent of Proposal
• Access to the Performance Review window when certain employee fields have been modified
• Modifying the Supervisor field for Employees
• Printing payroll checks after Pay Types fields are reordered
• Accessing FAS 50 through Peachtree menu option
• Appearance of the Account Register when maximizing and minimizing the window
• Updating customer information after conversion
• Including unused Ship To address fields on customer letters