Insight Behind Your data• Sales and Receivables
Purchasing and Payments • Inventory• Payroll
General Ledger • Backup • Advanced Features

Overview

Peachtree by Sage is a comprehensive accounting solution for small businesses that need extras such as Audit Trail, Fixed Assets, Time and Billing and Job Costing to help them break down jobs into phases (i.e., construction). It has all the accounting features a small business needs such as: General Ledger, Accounts Payable, Accounts Receivable, Inventory, Payroll, Job and Project Tracking, Account Reconciliation, Business Reporting, Invoicing, Check Writing, a comprehensive tutorial, context-sensitive help, and 75 sample companies to use as templates. Peachtree by Sage also has powerful business analysis tools with the Manager Series, which includes the Financial Manager, the Collection Manager, the Payment Manager and the Cash Manager. Peachtree is also multi-user ready and can be purchased with a multi-user license for up to 5 users. With all of the accounting basics and even more advanced analysis tools, Peachtree helps you get the insight behind your numbers.

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Get the Insight Behind Your Numbers

• Drill-down on Financial Statements to get the balance detail you need instantly!

• Shorten General Ledger Reports with the removal of period subtotals.

• The Daily Register Report in Peachtree Today allows you to see all transaction types on any given day, and drill down to the details!

• Report Customization and Design is easier than ever. With four preset font styles that can be set across reporting modules, you’ll save time and your reports will look professional instantly.

• The Financial Report Wizard will help you customize your critical financial statements.

• Summarize your General Ledger Report by Journal Type and by Day to significantly shorten the report.

• Easily copy customized reports across companies to save time.

• Over 125 preset reports, financial statements – even mailing labels

• Drill-down access to all the details

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Sales and Receivables

• Track each invoice until it’s paid

• Payment status displayed on task screens and lookup screens

• Track cash and credit card payments

• Track and print quotes/estimates

• Calculate, track and report multi-level sales taxes

• Calculate finance charges

• Print Invoices with freight charges and backorder information

• Print Sales Orders, Pick Lists and Packing Slips

• Ship and track partial quantities against a sales order

• Store multiple “Ship-to” addresses

• Optionally add freight charges to any invoice

• Establish global or individualized payment terms for each customer

• Automatically check credit limits and calculates early payment discounts for customers

• Store customer e-mail address

• Select from either service or standard invoices

• Assign a sales representative to a customer or invoice

• Void Invoices, instead of deleting them, in one click

• Create bank deposit tickets by printing your recorded receipts on a new Deposit Ticket form

• Print Sales Receipts to provide proof of payment to your customers.

• Online Credit Card Authorization Service*† – Extend more payment options to your customers and easily authorize and process credit card payments online with the optional Peachtree Credit Card Service.

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Purchasing and Payments

• The Vendor Credit Memo screen makes it easy to record and process returns.

• Forms printing is streamlined with fewer steps. Choose form type, number of copies and printer selection---all from one screen!

• Select or unselect all payments from Select for Payment screen for faster processing.

• Track who you owe, how much and when it's due.

• Select and print which bills to pay singularly or in batches.

• Calculate early payment discounts.

• Prioritize bills by due date, discounts and more.

• Print Purchase Orders with notes of up to 2,000 characters.

• Receive and track partial shipments against a Purchase Order.

• Maintain Purchase Order histories.

• Manually close a Purchase Order.

• Receive and record inventory prior to receiving vendor bill.

• Record refund checks from vendors

• Prevent paying the same vendor invoice twice.

• Enter one-time payments without adding a vendor.

• Print 1099s.

• Purchases by Vendor Report – Save time in reconciling vendor statements and evaluate the best vendors for your business.

• Store vendor e-mail address

• Distinguish between 1099 reimbursable and service payments by the GL account level setting.

• Add a purchase description on check stubs.

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Inventory

• Automatically create and maintain Item Attribute Sets. Just setup your master item, define your primary and secondary attributes (such as size, color, or any other attribute that applies to your business), and the individual items, classified by attribute, are instantly created for you! Reports and lookups reflect this item hierarchy for easy cross selling and tracking.

• Calculate Quantity Available including items ordered on Purchase Orders and Sales Orders for more detailed inventory counts during order entry.

• Use the UPC/SKU inventory field to store bar code information and automatically check for duplicates.

• Track item weight with new inventory field.

• Record a BUYER for each item with new BUYER ID field on inventory items.

• Maintain up to 10 customizable pricing levels for each item.

• Store formula-based calculations for each price level

• Track what's on hand, on backorder, on order and more.

• Support Average, LIFO or FIFO costing methods.

• Enter a Sales and/or Purchase description for items.

• Create and track assemblies with option to print all components on invoice.

• Use up to 20-characters for alphanumeric item ID.

• Maintain stock, non-stock, labor, service, and description-only items.

• Enter minimum and regular stocking quantities, tax status, and default vendor information.

• Assign a location code plus five customized fields per item.

• Track items sold subject to commission.

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Payroll

• Select or unselect all payments from Select Payroll screen for faster payroll processing.

• Track vacation and sick time.

• Use Payroll Setup Wizard to set up 401(k), sick and vacation deductions.

• Distribute gross pay to employees using up to 20 pay levels.

• Specify default(s) for total hours worked.

• Account for hourly, salaried, and tipped employees.

• Calculate and deduct federal, state and local taxes, Social Security, and Medicare for employer and employees, cafeteria plans and tips.

• Calculate payroll weekly, bi-weekly, semi-monthly, or monthly.

• Print payroll checks singularly or in batches.

• Enter manual after-the-fact checks.

• Print W-2s, 940EZs, and 941s.

• Track standard employee information—e-mail address, telephone, hire dates, last raise, termination-plus five custom fields per employee.

• Tax Liability Report – Get all the information you need to show your payroll tax liability all in one report.

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General Ledger

• Shorten General Ledger Reports with the removal of period subtotals.

• Use flexible account IDs with up to 15 alphanumeric characters.

• Allow up to 13 periods in a fiscal calenda.r

• Maintain transaction details for up to two years.

• Maintain and report on budget.s

• Customize your Financial Report.

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Backup

• The Peachtree Online Backup* service allows you to schedule off-site, secure data backup, right from within Peachtree, at a time convenient for you (after-hours, nights, weekends, etc.)

• Back up company data files and customized forms.

• Save backup to hard disk, diskettes, or other data storage device.

• Use the Backup reminder so you never forget to backup again.

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Customizable Invoices, Statements and Checks

• Improve your collection process and eliminate unnecessary customer inquiries by printing line item detail from invoices and payments received directly on Customer Statements. You can even print custom notes to further explain specific invoices

• In-place editing and ability to insert objects of different types.

• Enhanced Forms Design includes over 13 enhancements including undo, rulers and a visual grid for better placement, marquee select, alignment and more.

• Change fonts, add messages and print your logo.

• Add, delete and rearrange text fields and columns.

• Design multiple customized invoices, statements and forms.

• Print on both plain paper and pre-printed forms. (Pre-printed forms available from Peachtree Checks & Forms)

* additional fees apply.
† subject to approval.

 

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