Sage peachtree accounting reviews11/8/2022 Peachtree now makes it easy to track multiple contacts within a single company.Īnother traditional Peachtree strength lies with inventory. Peachtree’s time and billing feature offers lots of flexibility to track billable time in detail and easily apply it to invoices. And from here, you can easily call up financial statements and generate reports.Ī couple of areas stand above those found in other accounting programs. The program displays an intuitive snapshot summary that displays key business information such as balances, vendors with open balances, customers who owe money, graphs and more. There’s so much that’s good in Peachtree. And Peachtree doesn’t even need to be running to accomplish this. There’s also a convenient new backup feature that lets you create a schedule and automatically backup data. It’s easier now for people to change passwords without bothering IT. Password security has been improved with customizable options that include automatic password expiration and lock-outs after multiple incorrect password attempts. You can also set alerts to remind you of key events such as reviews. This Peachtree upgrade accommodates additional employee data that includes: emergency contact information, performance reviews, hiring dates and more. Peachtree now lets you open multiple companies at the same time and toggle back and forth between them ‑‑ a great feature for larger organizations. There’s also a new field for recording notes to track unique information about each contact. You can now store an unlimited number of contacts per company and a handy new Contacts tab tracks details on multiple contacts within a company. A new “Item Sales History by Customer” report helps you analyze what customers are buying. And you can drill down and view underlying data as well as export customer information to Excel for further analysis. The convenient Customer Management Center compiles and displays client information in a single place and lets you look up customers by any shard of contact information and filter the results by date.Īn intuitive, customizable dashboard displays key customer information such as invoices, converted and unconverted quotes, receipts, time tickets, aged balances, items sold and more. The tool can potentially provide you with key data to assist in your decision making.Ī new transaction history lets you see just about everything that’s related to a particular customer or vendor at any point in the sales or purchase process, even letting you view forward from a quote to a receipt or backward from a payment to a purchase order. But the bigger question is: Are you getting a lot for your upgrade money? That’s more of a perhaps.īusiness analytics offer a great new feature that lets you view current financial trends and compare how your company is performing against others by weighing total revenue, gross margin and more. Will these new features make your business life easier? Probably. This year, Peachtree offers “expanded capabilities around customization, access and control.” And there are new features that help you refer to industry and company information, better track inventory and customers and to apply stronger security. The Dashboard provides a first-rate overview of your business and a means to access graphs, reports and other key information.
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