At-a-glance insight into a single inventory item or service; enables quick research, comparisons, and decision making. Spend less time digging for information and more time evaluating the business impact of each product or service.

Keep all change order information in one place. Note when a change is approved, who approved it, when it is applied, impacts to projected revenue, expenses and end dates –- all within Sage Peachtree!

Quickly track and communicate critical job information to everyone in the company with customizable Job Status Indicators, easier data entry for jobs, and more room for job notes.

Create on-the-fly custom reports with real-time totals from job modules on the dashboard. Output to Excel, PDF or email. Totals fields carry the sum function to Excel making it easy to further customize.

Everything you need to know about an individual job or project in a single dashboard view. In-depth insight into costs, profits, trends and more for better decision-making and increased profitability.

Quickly invoice customers for any unbilled time and expenses. Filter unbilled items by date, customer or job. Outstanding time and expenses are transferred directly to an invoice for each customer.

Select modules on the Inventory and Services Management Center for at-a-glance, detailed information about a specific assembly item. Quickly see quantities on hand, component costs, backorders, and more. Customizable by user.

Step-by-step guidance on 12 customer, vendor, employee, inventory and other maintenance records. Perfect for new users, and existing users learn how to get more out of their Sage Peachtree software.

Set up backups once and Sage Peachtree does the rest. You can easily arrange for backups to occur regularly; Sage Peachtree doesn't even have to be running to back up safely and securely.

Save time and reduce errors by keeping track of all your employee information in Sage Peachtree, including hiring data, emergency contacts and performance reviews. Receive alerts for key tasks such as review dates.

Increase the security of your company's data with customizable password options and let your admin see who is logged in at any time. Set automatic password expirations, block repeat passwords, or let users change their own passwords to save time and effort.

Link to the entire chain of events for customer and vendor transactions at any point of the sales or purchase process. Drill down from a purchase order to the purchase or backwards from an invoice to the sales order and quickly take action.

Quickly see everything you need to know about an individual customer in one place for better insight and customer service. From quotes to inventory shipped, every detail is at your fingertips and can easily be exported to Excel, PDF or e-mail.

See how your company ranks within your industry by using the new company dashboard. Make more informed financial decisions, view up-to-date key financial trends and compare key business information such as Total Revenue, Gross Margin, Days Sales Outstanding, and much more.

Open multiple companies within Sage Peachtree at the same time without having to re-enter your login information each time you switch. Toggle back and forth between companies easily to complete your work more quickly and efficiently.

Keep track of virtually unlimited contacts for every customer. Track more details such as phone numbers and email addresses, and keep better notes. Perfect for your customers with multiple locations or contacts.

See what your customers are buying with the Item Sales History report; search inventory more easily by description and note fields; set Item Class defaults based on your most common inventory types. Saves you time and improves efficiency.

Create personalized navigation so you no longer have to wade through screens and menus you don't use. Customize your dashboards by creating tabs to organize information and access it easily. View relevant tasks and filter data based on how you need to track it. And rest easy knowing that users are only shown what their security access will allow.

The Order Process Workflow system keeps track of all moving parts in your order process so nothing gets missed and everything moves as planned. Have one centralized place to keep track of all statuses, tasks, and parties involved. Automatically send notifications to users once a task is completed to keep the process moving forward.

An easier, better way to manage users in Sage Peachtree! Send notifications to other users that they need to log out, or if necessary, an admin can manually log them out of the company.

Report on data outside of two open years, while retaining the control to lock down prior years and purged data. You can compare budgets and financial results across multiple years, and drill down to the details. Get improved trending analysis, better research, and more accurate forecasts.

Now you can view your current cash status easier than ever before. With an improved cash management tool, you can easily see how much money is coming in and going out, so you always know how your business is performing. In addition, with an improved forecasting tool, you will be able to quickly create forecast scenarios, and export them to Microsoft Excel, to better track how your business might perform down the road.

Access to a full payroll management tool for your business is available, 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.

It's easier than ever to catch and correct potential accounting errors. Get real-time notifications whenever a non-standard AP and AR account is entered into a transaction. And get alerts when a non-cash account is entered into a cash account field in receipts or payments. In a multi-user environment, each workstation will be automatically notified that a tax update has occurred.

Get up and going faster. Quickly open companies within Sage Peachtree to access information, and minimize the amount of down-time caused by users being blocked out of screens in a multi-user environment.

Easily customize forms such as invoices, sales orders or quotes for a more professional appearance. Add fields, colors, logos and other information with a simple design screen, and easily modify the layout. You can also turn on and off fields on task screens and Sage Peachtree will automatically change the printed form.

Add additional fields to 19 key reports making it easier to locate key information, and filter and sort your reports. These enhancements apply to some of the most frequently used reports, such as the General Ledger, Account Reconciliation Report, Check Register and Aged Receivables and Payables.

Attached critical backup documents to your Sage Peachtree records, such as customers, vendors, employees and inventory items. All types of files are supported, including Microsoft Excel spreadsheets, Word files, photographs or scanned documents.

If you manage inventory in your business, you can set up Sage Peachtree so that you have different decimal setting requirements for units and for quantities. For either the unit or the quantity, you can select the number of decimal places up 5 places!

Experience drastically reduced transaction and record save times when reports are open. Now, saving a transaction can go from 10 seconds to less than a third of a second. Invoices, checks, sales orders, inventory items etc. all save faster when you’re working with reports and screens at the same time!

Selected standard and custom reports can be filtered using custom fields to allow you to run more meaningful reports categorized in ways more useful to your business.

The underlying framework for Sage Peachtree includes a database that meets the needs of growing businesses. It provides improvements when opening windows and saving transactions, and multi-user environments will see a reduction in "lock-ups".

Sage Peachtree windows open separately and are no longer confined within the application so that you can locate Sage Peachtree screens anywhere on the desktop to improve the ability to multi-task with other applications.

Easily and quickly find, view, drill down, print and e-mail information and records. You can view key information all at once, and use lists to sort and search by name, transaction, date, and more.