What’s new in Peachtree 2005?

New in Peachtree 2005

*Denotes not applicable in Philippine setting

New to Peachtree Accounting, Peachtree Complete, and Peachtree Premium Accounting

Enhanced Help Menu

Starting with Release 2005, the online Peachtree manuals are conveniently available from the Help menu. Now you can access andprint PDF versions of the manuals while working in Peachtree. Also available from the Help menu is the new Show Me How To option, where you can access video demonstrations of basic Peachtree tasks.

Improved Peachtree Start Screen

For 2005, the Peachtree Start Screen has been improved, with more visual appeal and greater ease of use. As an added convenience, you can now open the Start Screen from the File menu.

New Display Customer/Vendor Balance on Task Windows

In Peachtree 2005 you can now view the customer or vendor balance at the bottom left corner of task windows. Peachtree displays the total of all unpaid invoices for the selected customer or vendor as of the system date. When you click the arrow button to the right of the balance, the Customer Ledgers or Vendor Ledgers report appears.

New Find on Reports

The new Find on Report window makes it even easier to find information on reports and financial statements. When previewing a report or financial statement, click the Find button to open the Find on Report window. Use this window to search for text within a report or financial statement.

New Peachtree Demo Videos

If you’re new to Peachtree, or if there are Peachtree tasks you have never performed before and want to learn about quickly and easily, the Peachtree demo videos are great places to start learning. Access the demos from the Help menu. Select the Show Me How To option, and you’ll see a submenu listing all available demos. Just select the one you’d like. To see all Peachtree demos, select the All Demos option.

Enhanced Products and Services Pages

The products and services pages available from the Services menu, have been completely redesigned. These new pages put information about other Peachtree products and services right at your fingertips. All of the information you need, even information from our web site, will display right on the page within the desktop product.

Enhanced Sample Company Data

We’ve improved our sample company data to provide better, more realistic illustrations of how you can use Peachtree’s features to run your business more effectively.

New Write Letters Option

Write Letters is available from the Tasks menu and displays on the Report Selector window. You can also create an individual letter based on a customer, vendor, or employee record. Use the Peachtree Write Letters feature to create mailings or e-mail messages from existing or custom letter templates using your customer, vendor, and employee information.

You can create mailings such as newsletters, announcements, collection letters, individual letters, e-mail messages, and other types of mailings. Peachtree integrates with the Microsoft Word Mail Merge feature, using Word to edit and create custom templates, and generates your mailings using your selected Peachtree information.

Customer Credit Hold

Now you can set a credit status for a customer, including Always Hold, No Credit Limit, Hold Over Limit, or Notify Over Limit.

Inventory Trend Analysis

The new inventory page on Peachtree Today’s My Business section shows you a graph of trends in cost of sales, as well as your fastest and slowest selling items.

New Vendor Report Filters

We’ve added new report filters that let you print job reports by vendor and vendor reports by 1099 type (for example).

New to Peachtree Complete and Peachtree Premium Accounting

Enhanced Security in Prior Periods

Now you can restrict access to prior periods, effectively locking down even those prior months that are in an open fiscal year. You limit access in the Maintain Users window. For example, you may only wish to give your bookkeeper full access to prior periods.

Once you’ve turned on prior-period security, locked periods show up as locked (with a padlock icon) in the Change Accounting Period window. Restricted users can view prior period transactions, but they cannot make changes to them.

Integration with UPS

This feature is available only in Peachtree Complete Accounting and higher.

New to Peachtree 2005, the Integration with UPS feature allows you to register for UPS OnLine Tools and use the Shipments window to create shipments for packages you want to ship to customers, vendors, or employees. UPS will create estimates for packages, verify addresses, print shipping labels, and bill your account. In addition, Peachtree will track the shipment and automatically add the shipment costs of a shipment to an existing customer invoice to which the shipment is linked.

New Auto-Creation of Purchase Orders

As a new time-saving feature of Peachtree 2005, you can now set Peachtree up to automatically create purchase orders behind the scenes, based on current inventory needs. You set up auto-creation of purchase orders on the Ordering tab of the Inventory Item Defaults window. Choose whether you want to create POs automatically for drop-ship or non-drop-ship transactions—or both.

New Autofill Button

New to Peachtree 2005, the Autofill button is available on the toolbar of the Purchase Orders window. now, whenever you are creating a purchase order for a selected vendor, you can click the Autofill button to have Peachtree automatically add lines to the purchase order for any low-stock items that you routinely order from the currently selected vendor.

New Select for Purchase Orders Task

While the Purchase Orders task is geared to ordering from vendors one at a time, Select for Purchase Orders allows you to order inventory from multiple vendors at the same time. It’s a simple two-step process. First, on the Select for Purchase Orders–Filter Selection window, you enter criteria that let you filter the items you want to order. In case the filter includes items you don’t really want to order now, the Select for Purchase Orders window lets you choose the exact items you want to turn into POs. Once you do this, you can print or e-mail the orders to your vendors as desired.

New to Peachtree Premium Accounting

New Serialized Inventory

Starting with Release 2005, Peachtree will allow you to enter serialized inventory. Serialized items are typically big-ticket items (like computers, jewelry, and so on) or items that are required by law to have a serial number. Serial numbers offer a way for you to keep detailed records for individual items and allow you to calculate and track warranties. You can enter either serialized stock items or serialized assembly items.

New Departmentalized Financial Statements

You can set up your general ledger accounts in different segments that can represent departments, divisions, product lines, and so forth. Then you can quickly and easily produce financial statements based on any segment.

New Archive Option

You can now archive your company data in Peachtree. When you archive your company data, you are saving your data and financial statements so you can have access to that information when you need to refer to it for future use, such as providing your financial information for a tax audit. You can archive your company information at any time, and you also have archive as an option during the year-end process.

The archived company is an exact copy of your company, and while you can view transactions and print reports and financial statements (including any custom forms you created before you archived), the archived data is read-only. Therefore, you can’t add, modify, or delete records or transactions in the archived company. Whatever transactions existed in the company will also be saved within the archived company data and all user security settings are archived. Also, you can’t add archived data to your current open company.
 

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