Get Up and Running—FAST
Staying on top of your business is easy with ePeachtree. Just use Microsoft Internet Explorer to access the Web, go to www.ePeachtree.com, key in your e-mail address and password, and start working! The intuitive interface helps you get your customers and vendors set up in no time. There's no software to install, simply enter your company data and you're ready to go!
Choose from 75 Sample Companies
With more than 75 sample companies to choose from, simply select the company that most closely resembles your own, and your books are instantly customized to fit your business.
Specify Remote Users and Security
Now you can have multiple employees all accessing your accounting data at the same time—via the Internet! Specify security for your remote users by accounting area or module. And your accountant can access your data.
Accounting Your Way on Your Time
Keep your fingers on the pulse of your business—no matter where you are, when you have the time! At Sage, we understand small business owners are juggling many tasks, traveling and working long hours to keep their business running smoothly. ePeachtree gives you the freedom to work from anywhere—check inventory levels and enter purchase orders while waiting for your plane at the airport. And ePeachtree has all the critical accounting features and functionality you need:
General Ledger Control
With ePeachtree you can have up to 13 periods in a fiscal year, and keep transaction detail for an unlimited number of fiscal and payroll years. Your Account IDs can be up to 20 characters and during company setup you can choose from 75 different sample charts of accounts and modify them as needed.
Access for Your Accountant
Provide your accountant with easy access to your data in order to provide you with real-time support, eliminating the normal hassles associated with exchanging data at the end of the month or year. Your accountant can make any needed adjusting entries from their own office and print journals or financials.
Sales Orders
Track your sales from order to invoice! Easily enter and print sales orders and keep track with the sales order register report. You can easily convert your sales orders to an invoice!
Generate Customer Quotes
Quickly and easily provide your customers with estimates for their orders by printing quotes! Quotes do not actually update your accounting information until they are converted to invoices.
Enter and print professional invoices
Easily enter and print professional quality customer invoices, automatically populate Bill To and Ship To addresses for each customer as well as customized payment terms. You can also convert quotes to invoices. Two types of invoice formats are available: product and service, which can be printed on plain paper, letterheads, and specially designed Peachtree forms.
Receive Payments
Track cash and credit card payments and other custom methods of payment. Track each invoice until it's paid, record time of sale receipts and billable sales.
Track Payment Status
With ePeachtree you'll instantly know which invoices are paid in full, partially paid, past due or unpaid so you can easily stay on top of who owes you money and when its due. Plus, use payment status tracking to view partial payment information and net due for any invoice.
Alert Messages Keep You On Track
You have the option to receive a warning message when you're selling out-of-stock inventory or a customer exceeds their credit limit.
Handle Customers More Effectively
Track date sensitive notes for each customer such as call logs, customer comments, reminders, etc. And five user-definable fields let you track additional information that may be unique to your business. For example, you might want to track a customer's birthday or whether or not they want to receive e-mails from your company.
Easily Pay Bills
You can enter payments for items that have outstanding balances, prepayments or manual checks. When you select a vendor, any outstanding bills will display and can be selected for payment. You can make full or partial payments and ePeachtree will automatically calculate early payment discounts (optional). Print the individual check now or run a batch of checks later. Add a purchase description on check stubs in addition to invoice number, date due and amount. And you can purchase Peachtree check and forms, the only forms guaranteed by Sage to work with your product.
Enter/Print Purchase Orders
Track purchase orders until goods are received, then easily convert to a bill at the click of a button. Receive and record inventory before receiving the bill and receive partial shipments. Inventory Stock Status report gives you a quick glance at quantity-on-hand, quantity-on-order, minimum stock, reorder quantity, and location information. Purchase orders can be printed on plain paper, letterhead, and specially designed Peachtree forms.
Timesaving Vendor Defaults
Track "Remit To" and "Order From" addresses which automatically populate when entering purchase orders and payments. Set up customized payment terms for each vendor.
Store Key Vendor Information
Track date sensitive notes for each vendor such as call logs, directions, reminders, etc. And five user-definable fields let you track anything you want, just set up your own field labels and enter the contents on the Vendor's page. For example, you might want to track an additional phone number or contact name such as the shipping manager.
Track Inventory Costing
You will always know how much inventory you have, how much you've sold, and how much it's all worth. ePeachtree uses an average costing method and can accurately track quantity on-hand and re-order quantities. You can maintain stock, non-stock, labor, service, and comment item types and data input screens are updated to match.
Flexible Item Setup
Item IDs can contain up to 20 characters with a 255-character description with separate descriptions for sales and purchases. You can assign up to 10 price levels, define preferred vendors, and specify an item as taxable. Track the sale of items that are subject to commission and utilize reports to help calculate commission payments for your sales people. And five user-definable fields let you track additional inventory information that may be unique to your business.
Display Item Images for easy identification
You can add an image for each of your inventory items by importing an image on the Item Picture tab, providing you and your employees with a visual cue for identifying and locating specific items.
Job & Project Tracking
Track the status of your jobs and projects and analyze basic job profitability. Maintain job information such as supervisor, planned end date, status, etc. You can associate a specific line item of a quote or invoice to a particular job and a specific line item of a purchase to a particular job. You can also apply general journal entries to jobs. Then you can compare estimates to actual amounts and better manage any current or future projects.
Sales Tax Tracking
ePeachtree supports multi-level tax rates, allowing you to enter rates at the authority level and assign authorities to a particular location. Flexible options let you tax freight within a specific taxing authority and override sales tax rates when entering an invoice. You can also specify any exempt customers. Predefined reports tell you exactly how much sales tax you owe.
Over 100 Business and Financial Reports
Reporting is not just record keeping! With ePeachtree flexible reporting, you also get the insight behind your numbers. Choose from over 100 pre-defined reports including labels, financial statements, and a variety of forms giving you easy access to the information you need to make intelligent business decisions.
Choose to monitor your business at a summary level and drill down to supporting detail if you need it, with one click drill down capabilities. You can filter on a variety of fields, specify sorting options, preview on screen, and print reports and forms. You can also save these selections for future report runs.
And if you want to have access to a particular report even when you are not online, you can export those reports to another destination such as you hard drive and chose from a variety of formats, which include Crystal Reports®, Microsoft Excel® and Word, and Rich Text. Then you can modify them and e-mail them out to your vendors or customers.
