What’s new in Peachtree 2010?

New in Peachtree 2010

*Denotes not applicable in Philippine setting

Unlimited Contacts

Peachtree now allows you to have an unlimited number of contacts for each of your customers. You can assign their company name, job title, phone numbers, e-mail address, address, and specify which contact is your bill-to contact and default ship-to contact.

Transaction History

See transactions in Peachtree that are related to a transactions you are currently viewing. If you are viewing a converted Quote and want to see what type of transaction it was converted to, simply click the new View Related Transactions link on the Quotes window and see a list of the transactions that are related to the Quote.

Enhanced Employee Recordkeeping

New fields and a new tab called Additional Info have been added to the Maintain Employees/Sales Reps screen. You can enter nicknames for your employees and also record more phone numbers.

If you are using Peachtree Complete Accounting or higher, you can upload employee photos, enter more detailed demographic, emergency contact, and employment information, and enter performance review details and attachments.

You can also set up alerts based on employee fields including birth date and hire date.

Sage Advisor (2010)

The Sage Advisor periodically gives you tips on features in Peachtree. These tips appear in the form of balloons, small windows, on your screen. Using the User Assistance window, you can control how long these tips appear on your screen before they disappear, as well as what level of experience these tips should target. There is also an Advisor History window that shows you what messages and tips you have seen.

Note: The Sage Advisor was improved in Peachtree 2012.

Resource Center

This feature of Peachtree is your portal into the wider world of Peachtree Accounting. From here, you can learn about what’s new in your release of Peachtree, upgrades, support, how you can get training for Peachtree, add-ons for Peachtree, and so on. To open the Resource Center, just click the box in the bottom left of the main navigation screen for Peachtree.

 Peachtree Automatic Backup

Now, you can have the security of knowing that your Peachtree company data is protected by Peachtree’s Automatic Backup feature. You can specify which company you want backed up,

where you want it backed up to, and when and how often you want it backed up.

Set up multiple backups if you want.

 

 

Business Analytics

Peachtree has partnered with iLumen to enable you to analyze how your business is doing in relation to other businesses of your type. This will help you get a better understanding of your current financial position and know how you are performing compared to industry peers

The iLumen solution collects data from trial balance and practice management systems, standardizes it, and makes it available at the desktop of the firm’s partners. This information is used to query the portfolio, determine the best clients for service opportunities, and generate customized presentations for the customer. To learn more, click.

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

Customer Management Center

Use the new Customer Management tab on the Customers & Sales Navaid to see all the information you want to know about a customer. You can choose which sections you want to see, including new Totals and Finance Charge sections. Simply select the customer whose information you want to see and everything you want to know is right before you.

 Open Multiple Companies

Now, you can open several Peachtree companies at the same time, without having to close each one. When you open a second company, Peachtree automatically makes the first one inactive but shows it is still open in the Taskbar at the bottom of your screen.

Security Enhancements

In the 2010 release, we made significant improvements to security, ensuring that your data is protected. These enhancements also help you manage users on the network.

User Login Manager

The User Login Manager, available from the Maintain, Users menu, shows a list of all users who are logged in to Peachtree, what windows they have open, and their status (active or idle). You can choose to view all users for a specific company, or all companies.

If you logged in as the Peachtree Administrator, you can log out users from this window. You can log out a single user, a selected group of users, or all users. In Logout Options, you can choose to log users out immediately or send them a notification, giving them time to save their work and log out. You can also edit the notification message.

Change Password

Changing passwords frequently is an important part of keeping your data secure. The Change Password window makes it easier to do so. This window is available from multiple places:

• the login window, by clicking the Change… button after typing your current password

• selecting Change Password from the Maintain, Users menu

• selecting the Users menu on the Company Navaid

Stronger Passwords

Peachtree now complies with PCI standards for password strength. New passwords must be at least seven characters, and they must contain a combination of numbers and letters.

Note: When you first convert to Release 2010, any existing passwords you have will still work. But when you change your passwords, they must comply with the new password-strength rules.

Automatic Password Expiration

If you are logged in as the Peachtree Administrator, you can choose to have passwords automatically expire in a specified number of days or weeks. Three days before the time limit you set is reached, users will receive a message upon logging in Peachtree that they must reset their password.

These Password Options are accessed from Maintain, Users, User Security.

Automatic Lockout

You can choose to lock out users who enter incorrect passwords and/or user names. You set the number of incorrect attempts that result in lockout. You can also set how a user can be “unlocked”–either by waiting a specified amount of time or manually, by the Peachtree Administrator.

 

 

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