Peachtree Makes Payroll Easy
Product Information
Looking to complement your business operations with a robust accounting
solution? Peachtree by Sage Pro Accounting 2009 offers you standard accounting
features, the ability to improve your productivity by automating invoices,
checks, budgets, and payroll*, easily track sales, inventory, and expenses, plus
create over 100+ reports.
- Real-Time Error Alerts - Access to a flexible payroll management
tool for your business is available. Peachtree 2009 makes managing
your payroll easier with set-up improvements and expanded
offerings for benefits and deductions. These expanded feature
improvements offer you a better way to account for items that you
need to effectively manage your business.
- Real Time Error Alerts - Having data accuracy is critical to any small business.
Within Peachtree, you will be alerted when using non standard AP
and AR accounts upon saving the transaction or when using a
non-cash account in the cash account field on receipts and
payments.
- Cash Flow Management - Easily analyze and forecast your
cash flow with the use of the cash flow management tool. You will have the
ability to know whether or not you will have enough cash to meet current and
upcoming financial obligations by managing your cash flow from one location.
Additionally, you will be able to export cash flow forecasts into Microsoft
Excel.
* 3 Months Free Trial of Peachtree Payroll Service - Savings for
3 months of processing fees are estimated based on up to 15 employees paid
bi-weekly and includes tax table updates, federal, state, and local payroll
deposits and filings, standard payroll reports, integration with Peachtree,
toll-free customer service, and one state filing. Peachtree Direct Deposit and
W-2 processing not included in sample pricing. Your actual savings may differ.
Product Features
Business Management
Quick Startup
Quick Start-up - Easily identify all the new features within
Peachtree 2009 with the New Features Screen. Choose from over 20 short
instructional demos to help you learn about key functions in the product.
Quickly learn how to enter customers, vendors, employees, and more with the
Guided Tour! Plus, learn how to handle basic accounting transactions. And, walk
step-by-step through setting up your company with the New Company Setup Wizard
and get started quickly.
Navigation Centers -A more intuitive way to navigate and
gain access to information. Get quick access to key information and tasks.
Easily Convert from QuickBooks* - Use the QuickBooks
Conversion utility to convert from QuickBooks versions 2005 - 2008, Basic
through Enterprise.
Accounts Receivable
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.
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.
Track Your Payment Status - 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.
Customer Statements - Use statements for billing your
customers with detail from invoices, credit memos and payments automatically
printed on the statements.
Credit Memos - Choose the invoice to apply to, record the
amount returned and you're done!
Accounts Payable
Bill Payment - 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!
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 by
choosing the invoice to apply to, record the amount returned and you're done!
Time Savers
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.
Internal Accounting Review*** - Use the Internal Accounting
Review to run up to 15 checks at any time on your Peachtree data. Look for
suspicious transactions and common accounting mistakes such as duplicate
transactions and cash receipts that do not debit the correct General Ledger cash
account.
Recurring Transactions with Year End Rollover - Set up
transactions once and do not worry, 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.
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 your the contact
information or transaction information.
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. *** Internal Accounting
Review - Sage Software is not liable or responsible for any fines or
penalties that may result from errors in your company accounting
records. The Internal Accounting Review is not intended to uncover
all questionable transactions.
****
Integration with Microsoft Excel, Word, and Outlook - Excel, Outlook
and Word integration requires Microsoft Excel, Outlook and Word
2000, 2002, 2003 or 2007.
Reporting
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.
Collect from Your Customers / Pay Your Vendors - 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. 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.
Rapid Access Reports - Save time by running key reports
right from your most frequently used screens such as invoicing and purchasing!
Information is already pre-filtered so that you have single-click access to
the information you need.
Filter Reports Using Custom Fields
Filter your standard and custom reports by custom fields allowing you to run
more meaningful reports categorized in ways more useful to you.
Customizable Reports - Choose from 100+ reports to better
track, forecast and budget your finances and get the information vital to the
success and growth of your business. 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.
Forms Design - 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.
Create and Print Deposit Tickets - Save time using this
printed record for your bank deposits of your receipts recorded in Peachtree.
Inventory
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), or FIFO (first in, first out) 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.
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!
Payroll
Peachtree Managed Payroll* - It's like having a whole payroll
department at your fingertips. Let payroll professionals at Sage Software do the
work for you!
Peachtree Simple Payroll***** - Handle your payroll in-house using tools
already in your Peachtree software with the help of Peachtree Simple Payroll.
Peachtree Direct Deposit****** - Add Peachtree Direct Deposit and make
payday easier for everyone in your company.
* 3 Months Free Trial of Peachtree Payroll Service -
Savings for 3 months of processing fees are estimated based on up to
15 employees paid bi-weekly and includes tax table updates, federal,
state, and local payroll deposits and filings, standard payroll
reports, integration with Peachtree, toll-free customer service, and
one state filing. Peachtree Direct Deposit and W-2 processing not
included in sample pricing. Your actual savings may
differ.
***** Payroll Solutions - Compliant tax forms and tax
tables require a subscription to Peachtree Simple Payroll or
Peachtree Select Payroll.
****** Peachtree Direct Deposit -
Subject to approval. Additional fees, internet access and credit
card required. Not available with Peachtree First Accounting.
Windows Requirements
Important Note for customers upgrading from Peachtree 2006 or earlier:
Certain features have changed or are no longer available. Peachtree Today has
been removed. In Peachtree Complete Accounting or higher it has been replaced
with the Business Status Center. In Peachtree Pro Accounting and higher the
forms designer can no longer be used to customize payroll tax form templates.
Print-N-Sign Tax Forms are not compatible with dot matrix printers. Several
aspects of the system requirements have been updated. It is recommended that you
carefully review the system requirements for compatibility and acceptance prior
to upgrading.
Recommended System Configuration
- 1 GHz Intel Pentium III (or equivalent)
for single user and 1.8 GHz Intel Pentium 4 (or equivalent) for
multiple users
- 512 MB of RAM for single user and 1 GB
for multiple users
- Peachtree Quantum
- 2.8 GHz Intel Pentium 4 (or equivalent)
for the workstation and 3.4 GHz Intel Pentium 4 (or equivalent)
for a Quantum Server
- 1 GB of RAM for the workstation and 2 GB RAM for a Quantum Server
Minimum System Requirements
- At least 1 GHz Intel Pentium III (or
equivalent) for single user and multiple users
- Peachtree Quantum:
- 1.8 GHz Intel Pentium 4 (or equivalent)
for single user and multiple users
- 512 MB of RAM
- 256 MB of RAM for single user and 512 MB
for multiple users; Windows Vista – 512 MB RAM (single and
multiple users)
- Windows XP SP2 or Windows Vista
- 1 GB of disk space for installation
- Internet Explorer 6.0 required (provided
on CD. Requires an additional 70 MB); Internet Explorer 7.0
supported
- Microsoft .NET Framework CLR 2.0
(provided on CD. Requires an additional 150 MB)
- At least high color (16 bit) SVGA video;
Supports 800x600 resolution with small fonts required; Optimized
for 1024 x 768
- 2x CD-ROM
- All online features/services require Internet access with at least a 56
Kbps modem
Integration / Compatibility Requirements
- Excel, Outlook and Word integration
requires Microsoft Excel, Outlook and Word 2000, 2002, 2003 or
2007.
- Outlook Sync supported in Exchange 5.5
SP4, 2000 SP2, and 2003
- Printers supported by Microsoft Windows
XP / Vista
- In-product demos require Macromedia®
Flash™ Player
- Additional 25MB available hard disk space
is required to install Guided Tour
- Adobe Reader 8.1 required and provided on
CD. (Requires an additional 128 MB available hard disk space to
install)
- Crystal Reports 2008
- Peachtree Premium Accounting 2009 or
Peachtree Quantum 2009 must be installed
- Additional 300 MB of available disk
space is required
- Microsoft Windows Home Edition and Windows Server 2000 not supported
Multi-User
- Multi-user mode is optimized for Windows
2000 Server, Windows Server 2003 or Windows Server 2008
client-server networks, and Windows XP/Vista peer-to-peer
networks.
- Peachtree Complete Accounting,
Peachtree Premium Accounting or an industry solution of
Peachtree Premium Accounting 2009 multi-user versions:
- A maximum of 5 licensed named users
are allowed. A named user account is granted a license when
selected in the user maintenance screen.
- 270 MB of disk space for installation of components on server.
- Peachtree Quantum:
- A maximum of 30 licensed named users
are allowed. A named user account is granted a license when
selected in the user maintenance screen.
- 1 GB of disk space for installation of components on the server.
Terminal Services
- Windows 2000, 2003 or 2008 Server along
with Remote Desktop Connection or Remote Desktop Web Connection
client is required to run in a Windows Terminal Services
environment.
- Peachtree Premium Accounting or higher
2009 multi-user version
- No more than 5 licensed, named users.
- Peachtree Quantum
- No more than 30 licensed, named users.
- Terminal Server requires additional memory when more than one user is
running under Windows Terminal Services. An additional 21 MB RAM is
recommended for each additional user.
Other
- Customer registration and acceptance of Sage Software License Agreement
for Peachtree Accounting Software Products.
Note: Due to the type of product packaging, once this product has
been opened it is non-returnable. If the product is defective, it will be
exchanged for the same product. No cash refunds.
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