The following are some of the new features that have been added or areas that have been updated in Peachtree First Accounting, Peachtree Pro Accounting, Peachtree Complete Accounting, Peachtree Premium Accounting, and Peachtree Quantum.
Copy Transactions
You can easily create a new transaction by copying an existing one. Simply, open the transaction you want to copy and click the Copy button. The following transaction types can be copied:
Quotes
Sales Orders
Proposals
Sales Invoices
Purchase Orders
Purchases
General Journal Entries
Peachtree Business Intelligence
Peachtree Business Intelligence is an enhanced reporting tool that helps you get the information you need to make decisions about your business. It allows you to view pre-formatted reports in Microsoft Excel and to create your own reports. Note: You must have Microsoft Excel 2003 or later to use Peachtree Business Intelligence. You can use Peachtree Business Intelligence free for 60 days. After that, if you want to continue using Peachtree Business Intelligence, you’ll have to purchase the full version. You must have Peachtree Complete Accounting or higher to purchase the full version.
Peachtree has provided you with some standard Business Intelligence reports. You can use these reports just as they are. You can also modify these reports to create new reports using the Report Manager.
To use Peachtree Business Intelligence:
Go to Reports & Forms>Business Intelligence.
Select the report you want to view.
To activate the full version Peachtree Business Intelligence, go to Reports & Forms>Business Intelligence Setup>Activation Manager.
Improved Sage Advisor
The Sage Advisor has been improved to offer you advice you need when you need it.
Now, you’ll get tips based on the areas of Peachtree you use and how you are using them. The Improved Sage Advisor will help you become more efficient and get the most out of Peachtree.
If you don’t have time to examine a message at the time it appears, you can save it to review at your convenience.
New System Navigation Center
The new System Navigation Center is a useful tool for maintaining your company data and keeping your system up to date and functioning properly.
This is a customizable dashboard where you can add and remove sections to get the information you need to protect your company data and make sure your system is running properly.
Note for upgraders: This replaces the Company Navigation Center that appeared in releases prior to Peachtree 2012.
New to Peachtree Pro, Peachtree Complete, Peachtree Premium Accounting, and Peachtree Quantum
Expanded Payroll Fields
Starting in Peachtree 2012, you can record more payroll information in the employee fields and company fields. Having more fields allows you to fully record and report on your payroll deductions, liabilities, and benefits. You now have 40 employee fields and 40 company fields available. These payroll fields are set up in Employee Defaults.
Important Note for Upgraders: If you have any custom payroll reports or custom Import/Export templates based on the Employee List, you should double-check these to make sure they still have the correct fields selected. If you have any custom reports that contain employee fields or company fields, you will need to re-select these fields on those reports.
If you have any Import/Export templates based on the Employee List that contain employee fields or company fields, you will need to re-select these fields on those templates.
Improved Security for External Data Access
Security has been improved for accessing your Peachtree company data from outside of Peachtree. You’ll now have a specific user ID and password for accessing your Peachtree company data from outside of Peachtree. This includes access using OLEDB, ODBC, and Crystal Reports.
New to Peachtree Complete, Peachtree Premium Accounting, and Peachtree Quantum
Vendors & Purchases
The Peachtree Vendors & Purchases Navigation Center displays information and access points related to your company’s vendors.
The Vendors & Purchases tab includes a summary of vendor information, access to recently used vendor reports, and an overview of your company’s aged payables. In addition, the Navigation Center shows the flow of vendor-related tasks and takes you where you need to go to perform those tasks.
On the Vendor Management tab (not available in Peachtree Pro Accounting), you can see lists of information regarding transactions and history for a particular vendor, including purchase order, purchases, and payments. This is where you want to go to see information about a particular vendor.
Dashboard and Management Center Improvements
Customize the Size of the Sections
You can change the number of rows that display in the sections on the Management Centers. This allows you to customize the size of the sections on these dashboards.
Click the Customize link in the top right corner of a section of the dashboard to choose how many rows you want to display in that section.
Note: If you have more data than the specified number of rows, the section will have a scroll bar so you can see all of the information.
New Totals Row on the Sections
You can now see column totals on the last row of each section on the Management Centers.
Other Improvements
The date range drop-down menu always starts at the top of the date list making it easy to locate common date ranges such as Today and All. You can use the scroll wheel on your mouse to control each Management Center’s scroll bar. Various buttons, links, and labels have been changed to make the available functions easier to find and use.
