& Tricks Blog
What's new in
All the details are listed below.
But if you just want the highlights here are my picks for the
most significant new features, in no particular order:
look at the table below for a complete list of features that
have been added to each
flavor of Peachtree 2012. Click on the feature to get more
on what that feature can do for you.
- Vendor Management Center
- Copy Transactions
- Select a group of customers by last activty
date to mark as inactive (Part of System Check)
- Peachtree Business Intelligence
To ask questions, arrange for a demo, or get a price quote, call
Lets you quickly and easily create a new transaction by copying an
existing one. After copying, you can make whatever
adjustments you need to the new transaction. Transactions
that can be copied are Quotes, Sales Orders, Proposals, Sales
Invoicing, Purchase Orders, Purchase Invoices, and General Journal
Entries. You'll find a copy button in the transaction entry
screens and the list screens.
Has been improved. In addition to popping up relevant tips,
it now can link you to more detailed help or videos. And you
can adjust the frequency of tips to match your level of experience with
Peachtree System Check
Monitors for sufficient free hard drive space and memory, and shows a
warning when you have not backed up. Also gives convenient
access to backup and restore, archiving, year end wizard, Peachtree
updates, and other system related tasks. It also includes a
new utility that lets you select customers by last activity date, and
them mark them inactive.
You can now have up to 40 employee fields and 40 employer/company
fields. Versions 2011 and older are limited to 30 employee
fields and 10 employer fields. In addition to allowing more
deductions, this will help comply with new reporting requirements
including the Health Care Act of 2010.
Network installation has been streamlined and you can now install on
multiple workstations simultaneously to reduce the overall time
required to upgrade. When you install on the server,
installation files will be copied to a folder that is
automatically shared. You can then run the workstation
install from those files so you don't have to take the disc to each
PC. The install program can even map the network drive for
you if you have already.
Peachtree Business Intelligence
This powerful tool lets you enlist Excel to be your custom report
writer. The basic idea behind it is that you create report
templates in Excel and use PBI to push Peachtree data to a designated
area in the workbook to serve as your report's data source.
The use of Excel should make it much easier to learn than other report
writers. An optional Connector modules allows you to pull
data from more than one database in the same report.
Peachtree Business Intelligence can be used with Peachtree Complete,
Premium, or Quantum. A free 60 day trial with several
prebuilt reports is included with Peachtree 2012. Prebuilt
reports include a sales anailysis, purchase analysis, balance sheet,
and income statement. Peachtree Business Care subscribers and
Quantum users will receive Sage Peachtree BI with their subscription.
Sage has posted this short YouTube video to give an overview of Sage
Peachtree BI. http://www.youtube.com/watch?v=Oif4wUqccTc&feature=relmfu
Vendor Management Center gives you a convenient, customizable screen to
quickly locate nearly any information related to a specific
vendor. If you are familiar with the customer management
center you already know how this new feature will work and understand
how helpful it can be. Modules avialable
for display in the Vendor Management Cetner are:
Top Vendors: Last 12 Months
Vendor Credit Memos
Vendors & Purchases Tasks
Several small enhancements have been made to all of the management
centers that will make them even easier to use. Changes
include automatic totaling of columns, ability to change the number of
lines displayed in each module, and enabling the scroll wheel.
My Dashboard Modules
Quantum users now have 11 new modules (for a total of 46) available for
use on the My Dashboard tab. The new modules are Assemblies
Built/Unbuilt, Change Orders, General Journal Entries, Inventory
Adjustments, Item Purchase History By Vendor, Payroll Entries,
Purchases/Inventory Received, Top Vendors Last 12 Months, Transactions
by Tracking Status, Vendor Credit Memos, and Vendor Transaction Totals.
Improvements to the workflow functions in Quantum include: the ability
to assign a default employee to a tracking status so that changing the
status automatically assigns the task to a chosen employee; easily add
or change transaction tracking notes from the Customer Management
Center; and ability to copy and paste notes from the Track-It window.