The customer management screen allows users to display sales invoices, receipts, credit memos and totals in a fully customizable display. Customer information is easily tracked, with standard contact information available, as well as purchase history, sales information, and payment and credit history. Vendor information can also be managed, and includes a detailed purchase screen that contains vendor history, purchase representative information, and terms and credits. Employee history, pay history, withholding details, sick and vacation time, and employee deduction information can all be tracked.
Inventory is easily maintained. Peachtree Premium Accounting users can utilize up to 10 different pricing levels per product. Custom fields for tracking product details can be easily added, and a detailed history of product sales is available for review. Inventory items can be set up for assemblies, and an excellent selection of inventory reports and a new dashboard assists with product performance tracking. Users can email invoices or statements directly from Peachtree Premium Accounting. Remote access is available by using Peachtree Remote Access. The program can be set to synch with Outlook, and vendor e-payments can be made using the Peachtree Online Bill Pay feature.
The Business Status screens display a series of dashboard reports that are chosen by users, with eight different views available, including account balance, aged payables and revenue YTD. Users can opt to display any number of these eight views. The reports option displays a list of report categories and all the reports found within that category. Reports can be run individually or in groups. All reports contain numerous setup options and various filters. Crystal Reports for Peachtree is included with Peachtree Premium Accounting and provides custom report creation with a wizard for easy setup and customization. All reports can be emailed to recipients or exported to Excel or PDF.
User security is better than ever with the following access levels: entire product, select access or no access. Select access allows administrators to assign access rights and tasks within each module with varying degrees of access (full, view only, add, edit, none).
Peachtree offers ODBC/OLEDB access, which strengthens the products import/export capabilities. The import/export filter allows users to select specific fields that need to be imported or exported. Files must be in comma-separated ASCII (CSV) format. Also available is the ability to convert QuickBooks data into Peachtree. A long list of third-party add-on products, as well as some of the vendor’s own add-ons, integrate with the core financial product. Peachtree offers three levels of payroll products.
A company can set up its accountant as a Peachtree user and utilize the remote access feature to grant access to files. However, Peachtree will soon announce the availability of a new SaaS application that will make file sharing between accountants and clients easier and safer than ever before.
Peachtree Premium Accounting contains a solid Help function, as well as a “What’s New in Peachtree” guide. A setup guide provides a handy reference to all areas that need set up. A User’s Guide is also available. The vendor provides brief tutorials on frequently used function, and links to customer support and service, as well as the Peachtree website, are also included. All service releases are listed on Peachtree’s website and can be easily downloaded at any time. The company also provides 30 days of free access to the Sage University and Peachtree Community. Payroll tax tables can also be downloaded from the Payroll navigation center.
The Peachtree Knowledgebase contains a long list of FAQs with detailed answers, and it can be searched by keyword, product line, answer ID or phrase. The customer service chat option is also free. Three levels of support plans are available: Monthly Support, Freedom Support and Peachtree Business Care. All offer phone and email support, live chat and website support access.