What’s new in Peachtree 2011?

New in Peachtree 2011

*Denotes not applicable in Philippine setting

Setup Advisor

The Setup Advisor is a helpful resource to guide you when you set up maintenance items in Peachtree.

• The Setup Advisor will explain what particular fields or buttons are used for and what type of information you should put in the fields. Even if you are a seasoned user of Peachtree, the Setup Advisor can give you helpful hints and tips about how Peachtree uses a particular field that you may not have been aware of.

• The Setup Advisor will appear in a panel on the right-hand side of the screen. The information in the panel will automatically change as you move through the fields on the screen. Simply, click in a field on the screen to see information specific to that field.

• You can turn the Setup Advisor on or off by going to Help>Sage Advisor Settings.

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

Streamlined Service Billing

Now you can invoice your time tickets, expense tickets, and reimbursable expenses for different customers and jobs all at one time instead of having to create these invoices one at a time. This will help you get your invoices out quickly so you can get paid sooner.

New Job Status Indicators

Now you can assign statuses to your jobs. You can view this information in job lists and reports to help you keep track of your jobs.

Four statuses have been set up for you (In Progress, Pending, Completed, and On Hold). You can customize these statuses and set up new statuses in Job Defaults.

Extended Job Notes

The Notes area in Maintain Jobs has been increased from 255 characters to 2000 characters so now you can enter more note information about each job.

Easier Data Entry For Jobs

We’ve made some improvements that will make it easier for you to work with job information in Peachtree.

• When you select a job on the first line of a transaction, it will automatically populate on the next line so you don’t have to keep selecting the same job over again.

• The Jobs drop-list has been improved to make it easier to select a job/phase/cost code without taking your hands off the keyboard.

• The customer name is now included in the Jobs drop-list to make it easier for you to find the correct job.

• You can have Peachtree warn you if you have forgotten to enter a job on a sales or purchase transaction. To set this up go to the General tab in Job Defaults.

Inventory and Service Management Center

The Inventory and Service Management Center is a dashboard that allows you to quickly find and view information about your inventory and service items. This helps you do research, make comparisons, and make decisions regarding the items sold and the services offered by your business.

To view this dashboard, go to the Inventory & Services navigation center and select the Inventory/Service Management tab. You can customize the section that appear on this dashboard to meet your specific needs.

Enhanced Assemblies Reporting

The Inventory and Services Management Center has sections that allow you to quickly and easily get information regarding assembly items. You can use the Assemblies Built/Unbuilt section to view assembly information for a specific assembly item. You can use the Assemblies Using Item section to view all assemblies that use a specific item, how much of the item is required, and how much is on hand.

Credit Card Compliance

Peachtree 2011 uses Sage Exchange for handling credit card information. No credit card numbers or expiration dates are stored within Peachtree. You can access Sage Exchange from within Peachtree. Sage Exchange is compliant with the required Payment Card Industry Data Security Standards. This is very important in ensuring that you don’t lose the ability to process credit cards from your customers.

New to Peachtree Premium Accounting and Peachtree Quantum

Change Order Processing

Peachtree now gives you the ability to enter and track change orders for your jobs. You can create change orders and apply the changes to your job estimates and projected end dates. You can also keep track of approvals and notes for your change orders.

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