Peachtree Premium Accounting for Construction 2009

Overview of Core Strengths

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!

Inventory

Serialized Inventory Tracking
Assign serial numbers to specific individual inventory items when creating transactions and maintain detailed records for tracking, recall, and warranty purposes. You can also track actual cost of each serialized item for more accurate profit measure.

Auto-Creation of Purchase Orders based on Stocking Levels
Set it up so that Peachtree software automatically creates purchase orders for you based on minimum stock levels, re-order quantities and quantities on sales order. You no longer have to manually fill out purchase orders every time your inventory gets low!

Create a Purchase Order from Sales Order
Purchase orders are automatically created right from the sales order screen while placing new customer orders so that you can eliminate double entry and potentially fill customer orders faster!

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), FIFO (first in, first out), or Specific Unit.

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.

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 145+ 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.

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.

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.

* See www.peachtree.com/disclosures for details

Easy Start-Up

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 infromation 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.

* See www.peachtree.com/disclosures for details

Construction Features

Track Subcontractor Insurance
Reduce your liability risk by tracking subcontractor insurance expiration dates. Store insurance expiration dates within the software, so it can warn you when you try to pay or enter a transaction for a subcontractor whose insurance has expired. And there's a Subcontractor Insurance Report so you can easily review insurance expiration dates, company name, policy number, and policy limit.

Apply Labor Burden
Easily allocate a percentage of an employee's overhead costs (such as taxes, insurance, benefits and more) to a job on which that employee works to gain a better understanding of the jobs true profitability. Applying labor burden to jobs will provide you with a greater degree of accuracy in reporting costs associated for each job. You can set a standards Payroll Overhead rate and assign it by job or company wide. You can also easily modify the rate on individual paychecks.

Progress Billing
Tracking Progress Billing is an invaluable feature if you bill against a contract. Peachtree tracks the job's contract price, previous progress billings and retainage withheld. You can then create invoices based on the job's current progress. You can specify that billing be based on a percentage of the job's completion, a percentage of estimated job revenue, or a percentage of each line item.

Track Retainage*
Peachtree Premium Accounting for Construction 2009 lets you account for retainage, whether it's owed to you or by you. Know instantly what your clients are holding back, and how much leverage you have with your subcontractors. You can change the applied percentage amount on a transaction without changing the retainage percentage applied at company or job level.

Work in Progress
A work in progress report is a key indicator of a contractor's financial position. This is one of the standard reports that contractors use to obtain a loan from a bank or bonding for a job. Bond underwriters and loan officers use this report to review jobs in progress, determine profitability on completed jobs, and over/under job billings on job currently in progress.

Advance Job Costing
Keep track of all cost associated with the completion of a job by phase or cost-levels. These may include costs associated with the purchasing materials, or paying for labor, equipment rental or subcontractors. Keeping track of such cost can help you track how much money you are making on each job because you can compare the expenses incurred with the revenue you receive for a job. Track cost tracks the costs that you incur while completing a job and maintain a record of revenues you earn from your jobs.

Operation Reports
Better business decisions are based on better business information. Peachtree Premium Accounting for Construction 2009 includes the high-quality reports and graphics of Crystal Reports® 2008. In addition, more than 145+ customizable reports provide detailed financial and operational information to help you understand how each element of you business is performing. Some of the most useful construction-specific reports are:

• Aged receivables, aged payables and cash requirements sorted by job
• Job ledger and job profitability reports with debit and credit columns
• Vendor and Customer Management Detail
• Job Work in Progress

* See www.peachtree.com/disclosures for details

Safeguards

Safeguard your Data
You decide who has access to your accounting and at what level. Choose to give employees access at the module level, or drill down to five screen levels of access for more specific security needs. The control level defines the rights the user will have to selected program area at screen or module levels. You can establish the following controls: No Access, Read Only, Add, Edit, or Full.

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.

Duplicate Reference Number Warning
Peachtree will now warn you when a duplicate reference number is being used on a quote, invoice, credit memo or purchase order. No more duplicate numbers!

Keep an Audit Trail
Record and report on any changes made to your transactions! Turn the feature on and off as needed, and control who has access to do so. When coupled with Peachtree software's password security, you can monitor each employee's activity within a company data file, including who made changes and where.

Prior Period Locking
Improve data integrity by preventing an unauthorized user from entering or modifying a transaction in a previous accounting period.

Archive Company Data
Archive your company data, essentially giving you a snap shot of your data before you closed your year. This feature provides access to detailed company data from closed years and access to financial statements in addition to the 2 open fiscal years currently supported. Peachtree maintains the integrity of this archived data by not allowing data entry or modification in the archived data, ensuring that your information is always accurate.

* See www.peachtree.com/disclosures for details

New Features for Peachtree Premium Accounting for Construction 2009

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.

Crystal Reports^® 2008*

Experience a better end user report viewing experience, enhanced report designer productivity and advanced information visualization capability. Create what-if models that enable you to make important decisions, without leaving the report file. And have a more streamlined and flexible report designer within Crystal Reports 2008.

* See www.peachtree.com/disclosures for details