Here’s a quick look at the additional features you will benefit from when you upgrade from Peachtree 2008
Transaction History
Save time getting to the information you need to take action! Easily and quickly view all history related to a particular customer or vendor transaction throughout the entire chain of events at any point in the sales or purchase process. View forward from a quote to a receipt or backwards from a payment to a purchase order.
Customer Management Center
View the details you need all-in-one-place to better manage and service your customers without missing a beat. Create a customizable dashboard view of your customers’ information such as their converted and unconverted quotes, invoices, receipts, time tickets, aged balances, items sold, and much more. Look up customers quickly based on their id, phone number or any of their contact information or recently looked up customers, and filter further.
Open Multiple Companies1
Get your work done faster by being able to open multiple companies within Peachtree at the same time! Open all of your companies and toggle to the company you need without closing your current company. Save time by not having to re-enter your login information when switching between companies. Enter your user id & password once and Peachtree will remember it until you close Peachtree.
Multiple Contacts2
Store a virtually unlimited number of contacts per company in Peachtree! The new “Contacts” tab in the Customers screen allows you to keep track of any specific details you want regarding multiple contacts per company. Track more details like multiple contacts titles, phone numbers, e-mail address and specify the bill-to and ship-to contacts. A new Notes field allows you to track unique information about each contact.
Automatic Backup
Automate your backup process for any time that is convenient for you and your company! No more hassles or worries about the safety and security of your data. With Peachtree Automatic Backup, set up your schedule once, and the rest is taken
Multi-Year Reporting3
New General Ledger reports and Financial Statements functionality allows you to report on data outside of two open years, while retaining the control to lock down prior years and purged data. This access will allow you to compare budgets and financial results across multiple years, and drill down to the details. Use this new functionality with existing capabilities on transaction reports, to get improved trending analysis, better research, and more accurate forecasts.
Cash Flow Management
Now you can view your current cash status easier than ever before. With an improved cash management tool, you can easily see how much money is coming in and going out, so you always know how your business is performing. In addition, with an improved forecasting tool, you will be able to quickly create forecast scenarios, and export them to Microsoft Excel, to better track how your business might perform down the road.
Comprehensive Payroll Management
Access to a full payroll management tool for your business is available, 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.
1 When opening more one company, you will be able to perform all functions except those that require exclusive company access or third-party integrations in companies opened after that first one.
2 There is a maximum of 20 ship to addresses and 1 billing address per customer. Only 2 contacts per customer can be synced with Outlook.
3 Upon upgrading to Peachtree 2009, 3 years of converted Peachtree Financial Statement data on General Ledger reports will be readily accessible, as well as data for future closed years.
