What’s new in Peachtree 2007?

Jun 30, 2011   //   by Dan Cabana   //   Peachtree  //  Comments Off

New in Peachtree 2007

*Denotes not applicable in Philippine setting

Enhanced Security and User-Access Features

Peachtree for 2007 has newly designed windows that make it easier to set up security for your company. It’s quick and easy to assign user names and passwords to system users and then grant them access to all or selected areas of the Peachtree program. Embedded Help tells you more about each of the areas you can grant access to.

Since only licensed users can get access to Peachtree, we’ve made licensing automatic for the first users you add to the system up to the number of licenses you’ve purchased from Peachtree. Removing and adding licenses to users is equally easy, done with a single checkbox. For more information about setting up security and user access rights,

EZ-Access to Lists

At-a-glance find, view, drill down, print, and e-mail information and records easier and quicker. Now you can view all key information on your records all at once with lists. You can sort and search on lists for both records, such as customers and vendors, as well as transactions.

Filter Reports Using Custom Fields

Now you can filter your standard and custom reports by custom fields, allowing you to run more meaningful reports categorized in ways more useful to you.

New Multi-Tasking Screens

Starting with Peachtree 2007, individual windows such as maintenance and task windows are independent of the main Peachtree window. You can move them anywhere on the Peachtree desktop and minimize them to the Windows Status Bar, leaving the main Peachtree window clear.

New Multi-Tasking Screens

Starting with Peachtree 2007, individual windows such as maintenance and task windows are independent of the main Peachtree window. You can move them anywhere on the Peachtree desktop and minimize them to the Windows Status Bar, leaving the main Peachtree window clear.

New Navigation Centers

There’s an entirely new way to get around in Peachtree. Starting with 2007, Navigation Centers provide access to the various areas of the Peachtree program such as Customers & Sales, Vendors & Purchases, and Banking. They also display up-to-date information about those areas, including aged receivables, aged payables, account balances, and much more. A special Navigation Bar takes you to any of the Navigation Centers and provides shortcuts to Peachtree windows that you use most often in your business.

Recurring Transactions w/ Year End Rollover

Set up transactions once and do not worry about them, even those that may repeat after your open fiscal periods. Peachtree will remember these transactions automatically for you.

Enhanced AP Cash Requirements Report

Now, you can filter this report by invoice status, based on whether or not invoices have discounts that are still available. Use the Filter screen to select the status you want, so you can more quickly locate the invoices/bills that you must pay soon to obtain the discount.

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

Change Job IDs

Starting with Peachtree 2007, you can now change the IDs of jobs, just as you can the IDs of customers, vendors, and employees. In Peachtree Complete and higher, this means you can change job phase and cost code IDs as well.

Enhanced Integration with Excel

In Peachtree 2007, copying a Peachtree report to Excel now gives you more flexibility and features, including the ability to use freeze panes and automatic column filtering. In Peachtree Premium Accounting only, you’ll also be able to choose whether the data will appear in Excel in raw data format or in Peachtree report format. For more information about copying reports to Excel, New Business Status Center

New in Peachtree 2007, the Business Status Center is a special “dashboard” presentation that  lets you see at a glance a variety of general business information, including account balances, revenue figures, receivables and payables data, action items, and company cash flow. It also includes a feature that lets you find, display, and/or print a Peachtree report. .

Enhanced Budgeting

The Maintain Budgets window lets you build a forecast of dollar amounts for selected accounts for each fiscal period. You can build a budget using actual accounting data or using an existing budget. You can filter the accounts you budget for by account type (income statement accounts, expenses, etc.). In Peachtree Premium and higher, you can also filter by account segment. In Peachtree Complete and Peachtree Pro Accounting, you can filter by department mask.

You can copy your budgets to Excel, including formulas. You can view and compare four years of budget information. When you close the year in Peachtree, a new budget is automatically created from the existing budget. For more information about budgets, click.

Print-n-Sign Tax Forms

Peachtree for 2007 has a new Payroll Tax Form Selector window that lets you choose, display, and print federal and state tax forms on plain paper. If your company has subscribed to and registered the Peachtree tax service, you’ll be able to generate current payroll tax forms based on your Peachtree company data, enter or edit data on those forms, and then print the forms on plain paper, ready for signatures and for filing with the appropriate tax authorities.

e-Filing Tax Forms

Subscribers of Peachtree Select Payroll get all the benefits of the tax service, plus the control of running their payroll themselves and the convenience of having Sage Software handle their payroll tax deposits and their federal and state files for them. For more information, click.

Enhanced Credit Card Services

Accept, authorize and process credit card payments from within your Peachtree product without having to switch banks! Offer additional payment options to your customers with easy online access.

  • Easy to Use – Integrate Credit Card Payments with your Peachtree software
  • Offer More Payment Options- including accepting credit payments on-line, on the phone, or in person from your customers.
  • Automatic Authorization, Fast Settlement – funds from qualifying payment transactions are transferred to your business checking account in as little as two days.
  • To learn more about Peachtree Payment Solutions, visit Peachtree Software’s Web site at www.peachtree.com/creditcardsvc; or from within Peachtree, select Services from the menubar, then Credit Card Processing.

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

Outlook® Contact Synchronization

Enter contact information in either Peachtree or Outlook on your vendors, customers, or employees, and the contact information will be synchronized between the two applications. You only have to enter contact information once to have it available in both Peachtree and Outlook.


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