Sage Peachtree — Sage Peachtree Premium Accounting for Nonprofits 2011

www.peachtree.com

Along with its core financial product, Peachtree offers several industry-specific products, including its Sage Peachtree Premium Accounting for Nonprofits 2011, which is well-suited to small nonprofit organizations.

BASIC SYSTEM FUNCTIONS

All Peachtree products have traditionally seen easy installations, and the nonprofit version of Peachtree is no exception. The system offers a customizable interface that can display navigational centers, along with the option to access product features from a drop-down menu at the top of the screen. Data-entry screens are easily navigated and contain numerous function tabs throughout, making it easy to access additional product functions.

Peachtree is a complete financial management product, with the entire system built to work in tandem. Along with GL, AP and AR functionality, Sage Peachtree Premium Accounting for Nonprofits 2011 also contains Purchasing, Inventory, Employee and Payroll, and Banking functions. The product also offers a long list of add-on products that have been designed to work specifically with all Peachtree products.

Several product versions are available, ranging from entry-level to Peachtree Quantum, which is designed for up to 50 users. 4.5

CORE NFP/FUND ACCOUNTING CAPABILITIES

Sage Peachtree Premium Accounting for Nonprofits 2011 allows organizations to choose the organization type that best represents their organization. Users can choose a nonprofit-specific chart of accounts or use the United Way chart of accounts that is included. Accounts can be customized with up to five account segments that can represent departments or individual funds. Peachtree can easily process multiple transaction types, memorizing transactions for future entry. All budgets entered are easily tracked, with the ability to enter additional transactions as needed. Multiple budget types are available when entering budget information, and users can set up budgets for each account and/or segment. Donor information can be easily tracked in the customer field, using the correct GL numbers for easier tracking. Grant tracking is also available by segmenting the Grants GL codes to display the various grants that are currently in place.

Peachtree contains a solid audit trail function, which easily tracks all system transactions and includes valuable information for each transaction such as user name, date, time and amount of each transaction posted.

Now available is a remote access function. Also found in Sage Peachtree Premium Accounting for Nonprofits 2011 is the ability to email invoices, as well as e-banking and e-payment functionality. The Data Sync feature allows users to sync customer and vendor contact information with Outlook. 4.25

MANAGEMENT FEATURES

Sage Peachtree Premium Accounting for Nonprofits 2011 contains an excellent Business Status feature, which is a series of business snapshot screens. The business status feature is easily customizable, with the ability to display one or all eight status screens. The Maintain Budgets feature allows users to forecast budget totals for each fiscal period. The system offers excellent user security, with user-level assignments of Admin, Full, Selected and None. These levels are then set up with selected modules, as well as individual tasks within that module. Credit limit amount can be set for each vendor to prevent overspending. The Write Letters function allows for the creation of custom collection letters to donors with outstanding balances. This same tool can be used to create a template for writing donation letters, as well as welcoming new donors with a custom letter. Sage also offers an add-on document management product that is designed to work with Peachtree. 4

FINANCIAL STATEMENTS & REPORTING