Peachtree Brings It All Together with Accuracy,
Control, and Results
[Value Pack - Multi-User Ready Up to 5 Users]
Peachtree by Sage Complete Accounting 2009 provides robust core
accounting for small businesses, plus advanced features like job costing, time
and billing, and in-depth inventory capabilities. Its multi-user option*
improves productivity while providing screen-level security and a clear audit
trail. More than 125 customizable business reports and financial statements are
available. Save time with simplified navigation, enhanced integration with
Excel*, multi-tasking screens, and comparative budgeting. Audit Trail helps you
track errors and deter fraud. Peachtree Complete Accounting 2009 is ideal for
people who want accuracy and control, so they can achieve better business
results.
Peachtree by Sage Complete Accounting 2009 is designed for
owners and managers of service- or product-oriented small businesses who need
robust accounting functionality plus in-depth analysis. It offers user-friendly
tools, multiple Help options, and advanced capabilities including 125+
customizable business reports, time and billing, job costing, advanced
inventory, and audit trails. Peachtree Complete Accounting 2009 makes it easy to
upgrade your accounting system to meet the needs of your expanding business. It
has a multi-user option* for improved productivity.
Peachtree Complete Accounting 2009 enables fast startup, check
writing, invoicing, purchasing, bank reconciliation, project tracking, in-depth
inventory, payroll*, time and billing, audit trails, screen-level security, and
more. It’s ideal for people who need accuracy and control, so they can achieve
better business results. All Peachtree customers receive 30 days of free
support* and first-time customers receive a no-risk, 60-day, money-back
guarantee, which guarantees satisfaction or refund of purchase price less any
rebates paid. In the event you need a more robust solution to handle such needs
as company consolidation, compensation management and advanced budgeting.
* For multi-user access, you must purchase one single-user box
per licensed, named user or one Multi-use Value Pack for up to five licensed,
named users. See System Requirements.
Multi-Year Reporting** - Compare budgets and financial
results across multiple years within your General Ledger reports and Financial
Statements. As your business grows over the years, you will be able to use this
functionality to get improved trending analysis, better research, and more
accurate forecasts based on prior year activity.
Flexible Payroll Management - Access to a flexible payroll management
tool for your business is available. Peachtree 2009 makes managing your payroll
easier with set-up improvements and expanded offerings for benefits and
deductions. These expanded feature improvements offer you a better way to
account for items that you need to effectively manage your business.
Real-Time Error Alerts - Having data accuracy is critical to any small
business. Within Peachtree, you will be alerted when using non standard AP and
AR accounts upon saving the transaction or when using a non-cash account in the
cash account field on receipts and payments.
Cash Flow Management - Easily analyze and forecast your cash flow with
the use of the cash flow management tool. You will have the ability to know
whether or not you will have enough cash to meet current and upcoming financial
obligations by managing your cash flow from one location. Additionally, you will
be able to export cash flow forecasts into Microsoft Excel.
Time and Expense Tracking - Peachtree 2009 allows you to locate your
time and expense tickets through a quick list view, utilize a new invoice form
specific for your industry, as well as customize the first day of your business
week depending on how your company tracks time.
Secure Data Backup - Help keep your company's financial data safe with
off-site storage. A one year Peachtree Online Backup powered by Iron
Mountain subscription with 100 MB of space is included upon the purchase and
installation of the Peachtree Completing Accounting 2009 software package.
** Multi-Year Reporting - Upon upgrading to Peachtree 2009, 3
years of converted Peachtree Financial Statement data and account balance data
on General Ledger reports will be readily accessible, as well as any future
closed years will be available.
Business Management
Quick Startup
Simple Step-by-Step Instructions - Easily identify all the
new features within Peachtree 2009 with the New Features Screen. Choose from
over 20 short instructional demos to help you learn about key functions in the
product. Quickly learn how to enter customers, vendors, employees, and more with
the Guided Tour! Plus, learn how to handle basic accounting transactions. And,
walk step-by-step through setting up your company with the New Company Setup
Wizard and get started quickly.
Navigation Centers - A more intuitive way to navigate and
gain access to information. Get quick access to key information and tasks.
Easily Convert from QuickBooks- Use the QuickBooks
Conversion utility to convert from QuickBooks versions 2005 - 2008, Basic
through Enterprise.
Choose from Sample Company Charts of Accounts -
With more than 75 sample company charts of accounts to choose from, simply
select the company that most closely resembles your own, and your books are
instantly set up to fit your business.
Check Off Setup Tasks as You Complete Them -
Let the Setup Guide walk you through the process of setting up your company
information, record data, and beginning balances, and then check the task off
your list and track your progress.
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!
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.
Internal Accounting Review*** - Use the
Internal Accounting Review to run up to 15 checks at any time on your Peachtree
data. Look for suspicious transactions and common accounting mistakes such as
duplicate transactions and cash receipts that do not debit the correct General
Ledger cash account.
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.
*** Internal Accounting Review - Sage Software is not liable
or responsible for any fines or penalties that may result from errors in your
company accounting records. The Internal Accounting Review is not intended to
uncover all questionable transactions.
**** Integration with Microsoft Excel, Word, and Outlook - Excel,
Outlook and Word integration requires Microsoft Excel, Outlook and Word 2000,
2002, 2003 or 2007.
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 125 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.
Inventory
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) or FIFO (first in, first out).
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.
Track Item Detail - Track extensive detail on each of your
inventory items, such as price levels, tax types, weight, cost method, item
type, and more!
Enhanced Item Pricing - Ensure bottom line profitability
with flexible, user-defined, formula-based pricing calculations, such as basing
a price level on a percentage above average cost, and store them for use across
all your inventory items. There are 10 Item Price Levels, and you have the
ability to custom name each level, which show on reports and data entry windows.
The Item Price Levels can be stored at the customer and item level.
Item Price Changer - Because your business' costs rise and
fall constantly, we make it easy to update pricing. You can update prices by an
amount or percent for all or part of your inventory. With a simple point and
click, you can globally increase or decrease prices, rounding up or down to a
specific cent or dollar.
Tracking
Time and Billing
Comprehensive Time Tracking - Easily track time using the
time card features, and never enter information twice! Employees simply enter
hours on daily or weekly forms and the time information then flows automatically
into both invoices and paychecks.
Flexible Billing Rates - Choose from multiple rates -
Employee, Activity, and Flat Fee - or choose to override the rate.
Flexible Billing Status Options - Choose from multiple
billing status options the moment you enter a time ticket—Billable,
Non-billable, Hold, or No Charge.
Instant Expense Tracking - Track all job or project costs
and streamline your billing procedures by keeping track of expenses like travel,
copies, meals, and more!
Job Costing
Always Know What a Job will Cost - Easily determine which
jobs are more profitable by comparing all job expenses versus revenue. Create
job and project estimates by breaking down jobs to the phase level, and then
review cost codes by breaking each phase down to a particular type of cost.
Change Job IDs - Change the assigned lookup IDs for Jobs,
Phase and Cost Codes at any time even after you have used them within Peachtree.
This allows you to make necessary edits to existing IDs without having to start
over and better matches your business needs.
Fixed Assets
Manage Fixed Assets******* - Calculate
depreciation easily, quickly, and accurately! The Peachtree Fixed Assets system
- FAS for Peachtree - allows for seven books of information, including Financial
and Tax, all in full compliance with government rules and regulations. Track up
to 200 assets.
Regulatory Compliance - Subscribe to the Fixed Assets Tax
Service to ensure regulatory compliance.
******* Fixed Assets - Regulatory compliance requires paid
subscription. Additional fees apply for more than 200 assets.
Product images may differ from actual product appearance.
"Peachtree 2009 Complete Accounting - Multi User Edtion (Up to 5 Users)")
Important Note for customers upgrading from Peachtree 2006 or earlier:
