IQ Accounting Solutions

Peachtree 2012 has been completed and will start shipping in late May.  To help you decide if you should upgrade, here is a brief description of each of the new features.  I’ll go into more depth on individual features in the coming months.

• Copy Transactions – 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.
• Sage Advisor – Has been improved.  In addition to popping up relevant tips, it now can link you to more detailed help or videos.  And if you are already comfortable in Peachtree and don’t need the help, it can be turned off.
• Sage 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.
• Additional Payroll Fields – 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.
• Easier Network Installation – Network installation has been streamlined and you can now install on multiple workstations simultaneously to reduce the overall time required to upgrade.
• Sage Peachtree Business Intelligence – This powerful tool is an optional add-on that allows you to leverage the power of Excel for reporting and analysis of your Peachtree data.  This same software from Alchemex has been integrated into many of Sage’s products under the name Sage Business Intelligence.  A free 60 day trial with seven prebuilt reports is included with Peachtree 2012.  Sage has posted this short YouTube video to give an overview of Sage Peachtree BI.  http://www.youtube.com/watch?v=Oif4wUqccTc&feature=relmfuRegular price for Sage Peachtree Business Intelligence is $250.  But you can get it for only $100 if you purchase it along with your 2012 upgrade.  Peachtree Business Care subscribers will receive Sage Peachtree BI with their subscription.  Peachtree Quantum includes a Business Care subscription, so Quantum users will also get BI at no extra cost.
• 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.
• Management Center Enhancements – 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.
• New 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.

Workflow Automation – 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.