Peachtree Accounting First Overview
Quick Start Screen
Easily identify all the new features within Peachtree 2009.
Navigation Centers
A more intuitive way to navigate and gain access to information. Get quick access to key infromation and tasks.
Instructional Demos
Choose from over 20 short instructional demos to help you learn about key functions in the product.
Learn With the Guided Tour
Quickly learn how to enter customers, vendors, employees, and more with the Guided Tour! Plus, learn how to handle basic accounting transactions.
New Company Setup Wizard
Walk step-by-step through setting up your company with the New Company Setup Wizard and get started quickly.
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.
Track Money In
Display Customer Balance on Invoices
On the quotes, orders and invoicing screen, you can see your customer's current balance credit limit and credit status.
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.
Receive Payments
Track each invoice until it's paid and see how your receipts affect your balance.
Easily Void Invoices
Voiding an invoice reverses out the transaction instead of deleting it. It will automatically update your balances and aging reports.
Credit Memos
Choose the invoice to apply to, record the amount returned and you're done!
Display Customer Balance on Key Screens
View your customer's current balance, credit status, and current credit limit on the quote, sales order, invoicing and credit memo screens.
Track Money Out
Pay Your Bills
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!
Enhanced AP Cash Requirements Report
Filter invoices that need to be paid by due date, amount due, discounts to take, and more. This report will make it easy for you to see what you owe and how much money you need to pay your bills on any given day.
Create Vendor Credit Memos
Track returns to your vendors by choosing the invoice to apply to, record the amount returned and you're 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.
Time Savings
New for 2009! 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.
Easy Access to Lists
At-a-glance find, view, drill down, print and e-mail information and records easily and quickly.
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.
Create and Print Deposit Tickets
Save time using this printed record for your bank deposits of your receipts recorded in Peachtree.
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.
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.
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.
* See www.peachtree.com/disclosures for details
Reporting
New to 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.
Control, Choice & Flexibility
With Peachtree, you can have up to 13 periods in a fiscal year, and keep transaction detail open for two fiscal years.
Quick Entry Account Register
Account transaction entry is easier and faster with the Account Register. The format looks as familiar as your checkbook register with the ability to drill down for more detail.
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.
Year-End Wizard
Save time and follow the correct steps during the critical process of closing your fiscal year.
Customizable Reports
Choose from 35+ reports to better track, forecast and budget your finances and get the information vital to your business's success and growth. Customize these reports to look the way you want them to.
* See www.peachtree.com/disclosures for details
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