Sage Peachtree® 2012 New Features

Gain greater visibility into all the information you need for a specific vendor on one customizable dashboard. You'll use it all the time for quick research, comparisons, and decision making. Manage vendor issues such as price changes, terms, and payables without hunting in multiple places for the information.

• Immediately see answers to questions about unpaid orders, items purchased, last unit price, number of units, and more
• See how a certain vendor ranks against your top 10 vendors based on 12 months of purchasing
• Spend less time digging for information when tracking inventory or planning purchases
• Locate all vendors based on a custom field value, like vendor category or approved vendor status
• Customize screens and filters to fit the needs of each Sage Peachtree user while maintaining existing security measures

Save time and simplify the process of creating new transactions by copying one you've already saved. The ability to copy an existing transaction has been added to several tasks and list views.

• Copy transactions from the entry screen or list view of Quotes, Sales Orders, Proposals, Sales Invoices, Purchase Orders, Purchase Invoices, and General Journal Entries.
• Easily create a new sales invoice when a customer calls and says "give me the same thing I got last month but make it 10 widgets instead of 8."
  1. Just find the sales invoice from last month.
  2. Open it.
  3. Click "Copy".
  4. Change the number of widgets - or anything else - and save. It's just that easy!

Quickly and easily monitor system health and resolve issues before they affect your productivity or compromise your data.

• Manage important maintenance tasks like Backup, Data Verification, Internal Accounting Review and more in one central location
• Save time with a new utility for quickly identifying and inactivating unused customer records

Get the full value out of your Sage Peachtree product. Sage Advisor proactively helps you simplify your workflow and discover new ways to use your software through tips & tricks videos and helpful advice. Brief, personalized "show me how" demos and guided tasks will help you improve your efficiency and get the most out of Sage Peachtree.

• Stop doing things the hard way. Get advice that helps you to be more productive based on how you are currently using Peachtree.
• Short, helpful tips appear right when you need them.
• Set how frequently you want messages to show.

With Peachtree Business Intelligence, you can create Microsoft® Excel® based financial, sales and purchase reports and spend more time analyzing the data rather than pulling it together.

You can run the predefined Sales, Purchase and Financial analysis reports - or use them as starting points for your own customized reports. Create the layout you want in Excel, save and link the template, and then you can quickly get the data you want in the report you want to see.

Several enhancements have been made to Sage Peachtree Quantum's My Dashboard, and the Management Centers for Customers, Inventory and Services, and Jobs. These few, small changes can produce a big difference in your everyday tasks, helping you work more efficiently.

• Set each module to show the number of lines you want and easily change it at any time.
• Every list of transactions now includes a Totals line so you can quickly see the total value of the listed transactions.
• The date range drop-down menu now starts at the top of the date list, so you can easily and quickly locate common selections like Today or All.
• The scroll wheel on your mouse will now control each Management Center's scrollbar.
• Various buttons, links, and labels have been changed to make the available functions easier to locate.

Establish default assignments for all of your Workflow transaction statuses to ensure that work is quickly and easily routed to the appropriate person at the right time.

• Automate the assignment of transactions for each of your Workflow statuses.
• Reduce bottlenecks and accelerate turnaround time for your critical process-driven activities.

Quickly view and add transaction status details so everyone is aware of where things stand.

• Mouse over Tracking Notes in the Customer Management Center and My Peachtree Inbox to quickly see the latest note without having to open the transaction.
• Quickly add new notes and view note history by clicking in the Tracking Note column.
• Right click to add/view notes and note history on A/R list views and dashboards without opening the transaction.

Get a complete bird's-eye view of your responsibilities from sales to project management to purchasing with improved visibility and easy access to all the real-time tasks and information you need to do your job - right at your fingertips.

• 11 modules have been added in the areas of Vendors, Jobs, and Inventory making a total of 46 customizable modules.
• Vendor modules: Top Vendors for Last 12 Months, Vendor Credit Memos, Write Checks, and Item Purchase History by Vendor.
• Inventory modules: Purchases/Inventory Received, Assemblies Built/Unbuilt, Inventory Adjustments, Work Tickets.
• Other modules: General Journal Entries, Change Orders, Payroll Entries.

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

• Filtering by Item ID on Inventory reports
• Copying reports, financial statements and letter templates in a Windows 7 environment
• Copying a form from the Select a Report or Form screen
• Viewing the Report Total for Earned Rev and Under/Over columns on the Work in Progress report
• Printing duplicate checks from the Select a Report or Form screen
• Viewing Job Description on Aged Payables report
• Adding and renaming attachment files on records
• Using the Jobs lookup list on the Proposals screen
• Running the Payroll Setup wizard
• Using the Enter key to advance fields on the Write Checks screen
• Using the Tab key to advance fields on the Receipts screen
• Synchronizing data with the Sage Peachtree Direct Deposit service
• Changing the number of decimal places for Quantity and Unit Price fields in Maintain Global Options
• Viewing Last Unit Cost in the Item Sales History section on the Customer Management tab
• Viewing Total RAM on the Tech Support Information Sheet
• Deleting employee records
• Resizing the Sales Orders screen in a Windows 7 environment
• Changing the Equity Account Type for general ledger accounts
• Using Outlook Sync with Outlook 2010
• Changing the Date to a future accounting period for transactions that have already been reconciled
• Reprinting Purchase Orders
• Sending Letters using the Plain Text or Attachment Email Delivery Options
• Importing a bank statement in Account Reconciliation when running on a 64-bit version of Windows 7
• Calculating the Unit Cost for average cost Items with a cost less than $ 0.005
• Converting QuickBooks records that contain special characters in the Name field
• Converting QuickBooks Bill Payments
• Customizing forms using the Forms Design window
• Previewing payroll checks in the Forms Design window
• Converting QuickBooks General Journal Entries
• Importing and exporting the Employee List via Select Import/Export
• Exporting the Payroll Journal via Select Import/Export
• Importing the Adjustment Journal via Select Import/Export
• Exporting the Purchase Order Journal via Select Import/Export with a Printed Status equal to Printed
• Viewing General Journal and Sales Journal Import/Export Recur Frequency field definition in Help documentation
• Running Data Verification in a company using cash-basis accounting
• Connecting to Peachtree via OLEDB in Excel 2003 or Excel 2007
• Deleting a Receipt using the COM SDK
• Deleting a Sales Invoice using the SDK
• Creating a Quote using the .NET API
• Updating the Customer Bill To Zip code using the .NET API
• Changing the Terms and Credit for Customers or Vendors using the .NET API