Peachtree Premium Accounting 2008

Archive Company Data
Increase your day-to-day performance levels by archiving your historical data and purging your active company. Plus, retrieve a copy of your company data to report on historical data or reprint forms such as old invoices.

Prior Period Locking
Improve data integrity by preventing an unauthorized user from entering or modifying a transaction in a previous accounting period.

Gain General Ledger Control
With Peachtree, you can have up to 13 periods in a fiscal year, and keep transaction detail open for two fiscal years. You can also easily maintain and report on budgets, as well as show or hide your GL accounts on task screens.

Quick Entry Account Register
Account transaction entry is easier and faster with the new Account Register. The new format looks as familiar as your checkbook register with the ability to drill down for more detail.

Accounting Behind the Screens
See what you want to see with the "Accounting Behind the Screens" function. With one mouse click, you can view the double-entry accounting going on, or click again to hide it, so you don't have to hassle with it.

Year-End Wizard
Save time and follow the correct steps during the critical process of closing your fiscal year.

Keep an Audit Trail
Record and report on any changes made to your transactions! Turn the feature on and off as needed, and control who has access to do so. When coupled with Peachtree software's password security, you can monitor each employee's activity within a company data file, including who made changes and where.

Safeguard your Data
You decide who has access to your accounting and at what level. Choose to give employees access at the module level, or drill down to five screen levels of access for more specific security needs.

Generate Customer Quotes
Quickly and easily provide your customers with estimates for their orders by printing quotes! Your quote does not actually update your accounting information until the quote is converted to a sales order or invoice.

Progress Billing
Better manage your cash flow with Progress Billing. Bill your customers during the job cycle calculated on either of the following milestones: a percentage based on the total estimated job revenue, percentage completed or percentage based on the job proposal. Peachtree will now allow you to create invoices based on the job's current progress.

Create and Track Sales Orders and Back Orders
Track your sales from order to invoice. Easily enter orders and track partial shipments, and always know what is on backorder with the onscreen "Out of Stock" warning or review the Sales Order Report. Plus, make sure you accurately fulfill your shipments by using the Pick List Report.

Track Your Payment Statuses
Instantly know which purchases or invoices are paid in full, partially paid, past due or unpaid so you can easily stay on top of who owes you and who you owe. Plus, use payment status tracking to view partial payment information and net due for any invoice.

Customer Statements
Use statements for billing your customers with detail from invoices, credit memos and payments automatically printed on the statements.

Receive Payments
Track each invoice until it's paid, even drill down to the detail in one click, and see how your receipts affect your balance. You also have the ability to print receipts detailing items sold and payments received upon recording Time of Sale payments.

Easily Void Invoices
Voiding invoices is as easy as voiding checks! Voiding an invoice reverses out the transaction instead of deleting it. It will automatically update your balances and aging reports, while keeping an audit trail of the original transaction.

Credit Memos
Easily create Credit Memos for your customers by linking to outstanding invoices. Just choose the invoice to apply to, record the amount returned and you're done! You can even track Return Authorization numbers.

Display Vendor Balance
Gain easy access to balance information and prior purchase detail by reviewing what you owe your vendors directly on purchasing screens, drilling down to detail level with just one click.

Bill Payment Online or using your standard method.
Write your checks and pay your bills as if you were working in your own checkbook. Simply select which vendors and bills to pay, even review the invoice detail in one click, and print the checks-task done! Pay your bills online with Peachtree Bill

Enhanced AP Cash Requirements Report
You now have more filtering options so you can select the right bills to pay. Filter invoices that need to be paid by due date, amount due, discounts to take, and more. The updated report will make it easy for you to see what you owe and how much money you need to pay your bills on any given day.

Write Checks Fast
Write checks with a simplified screen that looks like the manual checks you're used to. And the split screen feature shows "behind the screens" allocations for multi-account tracking just like a personal finance system.

Purchase on Time
Receive partial shipments and put items in inventory before receiving a bill! Easily handle drop shipments and review reorder reports for a quick glance at quantity-on-hand, quantity-on-order and backorder information.

Vendor Credit Memos
Track returns to your vendors with easy to use Vendor Credit Memos. Just choose the invoice to apply to, record the amount returned and you're done! You can even track Return Authorization numbers.

Serialized Inventory Tracking
Assign serial numbers to specific individual inventory items when creating transactions and maintain detailed records for tracking, recall, and warranty purposes. You can also track actual cost of each serialized item for more accurate profit measure.

Auto-Creation of Purchase Orders based on Stocking Levels
Set it up so that Peachtree software automatically creates purchase orders for you based on minimum stock levels, re-order quantities and quantities on sales order. You no longer have to manually fill out purchase orders every time your inventory gets low!

Create a Purchase Order from Sales Order
Purchase orders are automatically created right from the sales order screen while placing new customer orders so that you can eliminate double entry and potentially fill customer orders faster!

Powerful Inventory
Know how much inventory you have, how much you've sold, and how much it's all worth. Peachtree will even automatically update your inventory after you invoice your customers or purchase new stock from vendors.

Multiple Costing Methods
You have the flexibility of tracking your inventory with a choice of various costing methods including Average, LIFO (last in, first out), FIFO (first in, first out), or Specific Unit costing.

Create Assemblies
Easily build assembly items by defining the Build of Materials in the Maintain Inventory Items screen. Simply choose the items you want to make up the assembly and everything is tracked together.

Item Attribute Sets
Easily create and track inventory items in a product line by defining attributes such as size, color, or any attributes you define. With this functionality, you can automatically create and maintain Item Attribute sets, and your reports and lookups will reflect this for easy cross-selling, tracking, and maintaining.

Track Item Detail
Track extensive detail on each of your inventory items, such as price levels, tax types, weight, cost method, item type, and more!

Enhanced Item Pricing
Ensure bottom line profitability with flexible, user-defined, formula-based pricing calculations, such as basing a price level on a percentage above average cost, and store them for use across all your inventory items. There are 10 Item Price Levels, and you have the ability to custom name each level, which show on reports and data entry windows. The Item Price Levels can be stored at the customer and item level.

Item Price Changer
Because your business' costs rise and fall constantly, we make it easy to update pricing. You can update prices by an amount or percent for all or part of your inventory. With a simple point and click, you can globally increase or decrease prices, rounding up or down to a specific cent or dollar.

Peachtree Payroll Solutions
Payroll is a crucial element of doing business. To help you better focus on growing your business, rather than on tedious, time-consuming payroll activities, let Sage Software make your payroll processing easier and simpler!

Whether you choose to outsource your payroll, or prefer to do it in-house, Sage Software has reliable, cost-effective, time-saving solutions:

Full-Service Payroll:

Peachtree Payroll Service1
It's like having a whole payroll department at your fingertips. Let payroll professionals at Sage Software do the work for you!

In-House Payroll :
Peachtree Payroll Tax Update Service 2
Handle your payroll in-house using tools already in your Peachtree software with the help of Peachtree Payroll Tax Update Service.
e-Filing Advantage3

Peachtree Direct Deposit 4
Add Peachtree Direct Deposit and make payday easier for everyone in your company.

Comprehensive Time Tracking
Easily track time using the time card features, and never enter information twice! Employees simply enter hours on daily or weekly forms and the time information then flows automatically into both invoices and paychecks.

Flexible Billing Rates
Choose from multiple rates—Employee, Activity, and Flat Fee—or choose to override the rate.

Flexible Billing Status Options
Choose from multiple billing status options the moment you enter a time ticket—Billable, Non-billable, Hold, or No Charge.

Instant Expense Tracking
Track all job or project costs and streamline your billing procedures by keeping track of expenses like travel, copies, meals, and more! Your expenses can then be linked automatically to your customers' invoices.

Always Know What a Job will Cost
Know in an instant if a job is worth starting, before you even begin! Easily determine which jobs are more profitable by comparing all job expenses versus revenue. Create job and project estimates by breaking down jobs to the phase level, and then review cost codes by breaking each phase down to a particular type of cost.

Change Job IDs
Change the assigned lookup IDs for Jobs, Phase and Cost Codes at any time even after you have used them within Peachtree. This allows you to make necessary edits to existing IDs without having to start over and better matches your business needs.

Analysis and Reporting
Peachtree Premium Accounting 2008 provides the reporting and analysis tools you need to always know where your business really stands!

IMPROVED! Reporting Improvements
Now you can work with your reports more effectively and see more information. Easily select more fields to include on your report, expand your filtering options and sort your reports by more fields than ever! You can also run key reports such as the General Ledger and the Working Trial Balance using any date range within the two open fiscal years, for example from Jan 7 to Jan 14. The drill-down capabilities on many reports has either been added or enhanced as well.

NEW! Detail Transaction Report
Peachtree 2008 now includes a comprehensive report providing all pertinent transaction information. This report will have all the attributes of the Find Transaction report and many more! It will allow you to see the key information related to your transactions. This new report will reside under the General Ledger reports area.

Crystal Reports for Peachtree1
Get the information you need they way you need it with Crystal Reports for Peachtree. Take advantage of the new features in Crystal Reports 9.0 for Peachtree such as exporting reports to Adobe format, 12 predefined reports, Report Alerts to monitor business conditions, easier formatting with the Template Export, and much more!

Enhanced Integration with Excel
Now customizing your Peachtree data in Excel is expanded! Peachtree 2008 has been enhanced to provide more robust options when exporting data from Peachtree reports into Excel. Data exported from Peachtree not only will include the formulas for calculated values and data formatting but it will also include an option to retain freeze pane, auto-filtering and report headers.

Comparative Budget Spreadsheet Creator
Easily compare your actual financials against a budget with a new, easier way to create budgets in Peachtree 2008. Your new Peachtree budgets look and act like a spreadsheet, so you save time and avoid mistakes by not having to re-key budget data into other applications. Enter budgets in a spreadsheet view, create one from actual financials or if you prefer import your Excel spreadsheet into Peachtree. Now have your budget tied directly back into your transactions in Peachtree so you can compare between the past, the present and future budgets.

Business Status Center
Monitor your business in one place using an integrated view of key measurements and indicators. Find information relating to account balances, who owes you what and what bills you need to pay, and who are your most profitable customers to gain greater insight to help make more effective decisions all in one place. If you need to report back to a business owner, the Business Status Center can easily be printed out or a pdf file created and e-mailed to easily share the information on how the business is performing.

Get Finances in a Flash
Get a snapshot view of your business's overall financial performance with the Financial Manager function! Obtain a business summary and key balance information so you see the full picture in minutes, without creating reports. You'll review such popular ratios as Cost of Sales, Profit Margins and more, as well as up-to-the-minute balances on cash, accounts receivable, and other vital information.

Check Out Your Cash Flow
Quickly and easily perform "what if" analysis to understand the impact of changing business conditions with the Peachtree Cash Manager. It displays the projected cash status for your company for a selected period of time. See balances for receipts, payments, payroll, and other cash broken down by dates due.

Collect from Your Customers
Display both by list and graphically the aging status of your customers who have open invoices and print collection letters for those customers with overdue accounts with the Peachtree Collection Manager.

Pay on Time
Use the Payment Manager to drill down through four levels of aging analysis so you always know whom you owe, how much and when it's due. Plus, check off a batch of invoices to pay and print checks.

Customizable Reports
Choose from 140+ reports to better track, forecast and budget your finances and get the information vital to your business's success and growth. Customize these reports to look the way you want them to. You can also save time by grouping reports to run daily, weekly, monthly or at year-end.

Time Savers
Peachtree Premium Accounting 2008 gives you the tools to save time, allowing you to manage your business better.

IMPROVED! Saving Records and Transactions Performance
Experience drastically reduced transaction and record save times when reports are open1. Invoices, checks, sales orders, inventory items etc. all save faster when you're working with reports and screens at the same time!

1Performance results are based on recommended system requirements and may vary based on configuration, size and content of data file, system, the record or transaction being saved and what screens and reports are open.

NEW! Add Attachments
If you have files associated with information in Peachtree, such as customers, vendors, employees and inventory items, you can now save copies of these files in the Peachtree record to help you stay more organized. Most standard types of files are supported, including Microsoft Excel spreadsheets or Word files, photographs or scanned documents, so that you can include virtually any information you would like in Peachtree.

Easy Access to Lists
At-a-glance find, view, drill down, print and e-mail information and records easier and quicker. Now you can view key information on your records all at once with lists. Peachtree 2008 offers you the ability to sort and search on lists on customers & vendors as well as transactions such as invoices and payments. Simply click on an entry, on a list, and all of the information pertaining to it will be displayed. With this release, 25 different types of lists are readily accessible for you.

Recurring Transactions w/ Year End Rollover
Set up transactions once and do not worry, even those which may repeat after your open fiscal periods. Peachtree will remember these transactions automatically for you. You set how often and when these recurring transactions should happen and Peachtree will do the rest.

Microsoft Outlook Contact Synchronization
Enter in 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. An ongoing synchronization process within Peachtree 2008 will automatically keep your contact information in both applications up to date.

Integration with Microsoft Word
Quickly create mass mailings or e-mail blitzes and other notifications such as customer newsletters, thank you notes, credit requests from a vendor and more from the contact information (i.e. customers, vendors or employees) and transaction information already contained in your Peachtree database.

Auto Complete Text Fields
Complete your data entry faster and with greater accuracy. Peachtree will automatically fill in key fields based on past entries and store info in drop down menus for future use.

"Fast Add" of Customers/Vendors/Employees
Save time on data entry with the ability to "Fast Add" customers, vendors or employees from a transaction screen.

Schedule Memorized Transactions
Set up Memorized Transactions for Quotes, Sales Invoices, Purchase Orders, Payments, and General Journal entries.

E-mails Generated by Alerts
Set the system to monitor key elements of your operations and have an e-mail alert generated when certain conditions are met to keep you operating efficiently.

Copy Customized Reports and Financial Statements Across Companies
Save valuable time by easily copying customized reports and financial statements across companies.

Easily Change IDs
Change your Chart of Account, customer, vendor and inventory IDs even after you've entered transactions. Simply change the ID while maintaining all the historical information

ENHANCED! Forms Design Improvements
Now you have a more flexible way to customize your forms such as invoices, sales orders or quotes for a more professional representation of your business. Improvements include the ability to add fields, colors, logos and other information with a new, simple design screen. Forms now include new guide marks to help you better layout your information.

ENHANCED! Flexible Unit and Quantity Decimal Settings
If you manage inventory in your business, you can now set up Peachtree so that you have different decimal setting requirements for units and for quantities. For either the unit or the quantity, you can select the number of decimal places up 5 places!

Customize Your Forms
Updated look and formatting allows you to create and print professional, print-shop quality forms on plain paper with your company logo or other special designs using the Custom Forms Designer. With rulers and a visual grid for better placement, marquee select, alignment, an undo function and more, the Forms Designer allows you to add, delete or rearrange the fields and columns in your invoices, purchase orders, mailing labels and checks. Design your own forms using different types of objects such as data fields, text, commands, lines, rectangles and bitmap graphics.

Customize Your Financial Statements
Use the Financial Statement Wizard to customize your Income Statements, Balance Sheets, and more. Specify type styles and fonts for each line and customize headers and footers, general ledger account masking, columns and fonts.

Filter Reports Using Custom Fields
Now you have the ability to filter your standard and custom reports by custom fields allow you to run more meaningful reports categorized in ways more useful to you. Now you can not only store data which is unique to your business, but use it in reports to provide you with the business information you need.

Create and Print Deposit Tickets
You can easily create and print Deposit Tickets. Save time using this printed record for your bank deposits of your receipts recorded in Peachtree. Deposit Ticket Forms are also available for purchase from Peachtree Checks & Forms with your company name, financial institution heading and MICR encoding.

Get the Data You Need, in the Format You Prefer
Eliminate trial and error printing by previewing onscreen the layout for your Invoices, Checks, Labels and more before ever printing. Includes the ability to zoom in and out.

Customize Your Task Screens
Set up your data entry windows to match the way your business works! Simply select which fields you want to show or hide for a "clean" screen and more efficient data entry.