Peachtree Delisi & Associates, P.C. Christine Hoke, Certified Sage Consultant and Sage Software Premier Trainer Christineh@delisiassociates.com       We offer complimentary demonstrations for all “Flavors” of Peachtree. We are a Certified Training Center for Peachtree by Sage. Call Toll Free 1.800.264.5131 or Email: ChristineH@DelisiAssociates.com for Details About Any Products     Click the link below to see which Sage product is best for your business:   Click here to find out which Sage product is best for you!     Sage Peachtree Pro Accounting Sage Peachtree Pro Accounting 2012 provides easy-to-use tools to help manage your expanding business needs. Based on real, double-entry accounting principles, it includes features such as inventory management, business analytics, payroll, and customizable reports. Manage Employees Control Cash Flow and Budgets Works with Microsoft Excel and Word Save Time with Efficient Accounting Bookkeeping Essentials Invoice customers, pay bills, track receipts Run reports and export to Excel1 for further analysis Use at-a-glance dashboards for quick insights into your business stat Organize Your Business Set email alerts to know what requires attention Use Microsoft Excel and Word1 integration for key tasks Use customized reports to gain further insights   Sage Peachtree Complete Accounting           Single-User or Multi-User Sage Peachtree Complete Accounting 2012 delivers the efficiency your expanding business requires. This comprehensive solution lets you easily manage customers contacts and sales, customize inventory and vendor management, automate purchasing and shipping, track jobs and projects, and more. It includes all the feature found in Sage Peachtree Pro Accounting, plus: In-depth inventory and job costing capabilities Customer, vendor, and inventory management centers Online banking - Your bank may charge you fees. Electronic bill pay 100+ customizable report Business Status Center Get a high-level view of your key business metrics Customize and sort the data to suit your needs Quickly drill down to transactions and contact details Graph data, print it, create a PDF or email it NEW! Vendor Management Center View current orders Look up vendors by any contact information Customize and sort vendor data to suit your needs Quickly drill down to transactions and vendor details Customer Management Center Access customer information, invoices, receipts, time tickets and more Rank customers by gross profit Customize and sort customer data to suit your needs Quickly drill down to transactions and customer details Inventory and Services Management Center Track inventory Plan purchases Expand service offerings Customize and sort item and service data to suit your needs Quickly drill down to transactions and item/service details Improve Finances, Decision Making and Functionality Create custom reports for Budgeting, Cash Flow Management, and Benchmarking. Process credit card transactions, pay bills online, and choose the best way to process payroll, including e-Filling Fees may apply   Sage Peachtree Premium Accounting           Single-User or Multi-User If you manage multiple companies and budgets or need better insight into your numbers for strategic planning, then Sage Peachtree Premium Accounting 2012 is for you. It includes all of the features in Sage Peachtree Complete Accounting, plus advanced filtering on financial statements, progress billing, serialized inventory, and employee compensation tracking. This robust solution has the tools you need for strategic growth: Control Budgets and Departments Get Insight with Custom Reporting Meet Inventory and Project Needs Manage Multiple Businesses Consolidate Financials Multi-user option    Which version is right for me? Tell us what you do and we'll recommend the Sage Peachtree Accounting version that best meets your needs.    Save Time with Your Accounting System by Improving Efficiency   Exclusive Premium Feature: Compare multiple budgets across four years Invoice customers by mail or email Automate purchase orders Pay bills electronically2 or print paper checks Focus on key business metrics with at-a-glance dashboards   Control and Secure Business Data Exclusive Premium Feature: Easily archive and restore company data Control user access at screen and module levels Check for common accounting errors with the Internal Accounting Review3 Use audit trails to track user activity and deter fraud Enhanced security for prior period data    Organize and Manage Your Business   Exclusive Premium Feature: Use serialized inventory to track warranty claims and recalls Exclusive Premium Feature: Enter and track job change orders Set email alerts to let you know what requires attention   Run forecasting and benchmarking reports for long-range planning Get business insight and analysis with Crystal Reports® 2008 Set email alerts to let you know what requires attention   Easy Access to Your Business Information     Business Status Center Get a high-level view of your key business metrics Customize and sort the data to suit your needs Quickly drill down to transactions and contact details Graph data, print it, create a PDF or email it     NEW! Vendor Management Center View current orders Look up vendors by any contact information Customize and sort vendor data to suit your needs Quickly drill down to transactions and vendor details     Customer Management Center Access customer information, invoices, receipts, time tickets and more   Rank customers by gross profit   Customize and sort customer data to suit your needs   Quickly drill down to transactions and customer details     Inventory and Services Management Center Track inventory   Plan purchases   Expand service offerings   Customize and sort item and service data to suit your needs Quickly drill down to transactions and item/service details Improve Finances and Decision Making with Your Accounting System Easy Access to Your Business Information Exclusive Premium Feature: More than 125 customizable reports and financial statements to help you make more informed decisions Crystal Reports 2008 Export most information to Excel for further analysis   Advanced Budgeting Maintain multiple budgets with up to four years of data Compare budgets across years and against actual results Cash Flow Management Analyze and forecast payments and receipts   Monitor cash to meet current and upcoming obligations   Company Benchmarking See how your company is performing against the competition   Compare key financial trends. such as Total Revenue and Gross Margin     Sage Peachtree Quantum Is a must-have for business owners seeking to keep performance at its highest level. Successfully manage operations and stay ahead of trends.   Financial Management Software Unlike many small business accounting products, Sage Peachtree Quantum is designed to be fully compliant with generally accepted accounting principles (GAAP), with features and checkpoints that provide the accuracy and security to run your business with peace of mind. Real, Double-Entry Accounting for Accuracy and Control Double-entry accounting provides for accounts that are accurate and in balance. Sage Peachtree Quantum Financial Management Software customers retain control over the bookkeeping process through the use of Accounting Periods and G/L Accounts. In Sage Peachtree Quantum, each accounting period (usually a calendar month) can be locked so that the administrator can select who can edit transactions in prior periods. Accounting Behind the Screens When customers select the Journal button in various task windows, Sage Peachtree Quantum displays the corresponding journal entries in the Accounting Behind the Screens window. These are journal entries Sage Peachtree Quantum Financial Management Software records when saving a transaction. Users can modify the journal entry by changing the account IDs for each distribution listed in the transaction. This gives them visibility into how a transaction is being posted on both sides of the General Ledger, and allows users the ability to change any of the G/L accounts that the transaction affects. Internal Accounting Review1 Up to 15 checks of your data are performed by the Internal Accounting Review process in Sage Peachtree Quantum. These checks look for suspicious transactions and common accounting mistakes and give the user advice on correcting the transactions. Audit Trail Report A key component of this solution's internal control structure is an "always on" audit trail. With the audit trail, Sage Peachtree Quantum can maintain a record of details associated with every transaction. Some of the information maintained in the audit trail includes who entered a transaction and when; who changed a transaction, when the change was made and what the change was; and who deleted a transaction and when. In addition, the audit trail tracks when each user logs on and off the system and what additions, changes, and deletions were made to master file information. Reviewing the Audit Trail Report is a key internal control measure as it allows business owners and senior managers to monitor each employee's activities within a Sage Peachtree Quantum data file. Cash Flow Manager Easily analyze and forecast your cash flow with the use of the cash flow management tool. You will have the ability to know whether or not you will have enough cash to meet current and upcoming financial obligations by managing your cash flow from one location. Additionally, you will be able to export cash flow forecasts into Microsoft Excel or run what-if analysis transactions to see how purchases will impact your cash flow. Sage Peachtree Online Bill Pay2 Use a simple two-step process to pay your bills electronically. With this service, there's no need to write checks, stuff envelopes, apply postage, or copy invoices. Plus, you can improve cash flow management by scheduling the exact day when money is transferred from your account for more accurate payables processing and reconciling. And there is no limit on the number of vendors you can pay. Put down the checkbook and go back to running your business—it's a great way to save time, money…and trees! Customer Management Advanced technology assists you in the important task of managing and nurturing your business' interactions with customers and prospects. Sage Peachtree Quantum can help you organize, automate, and synchronize customer-related business processes, as well as reduce costs of marketing and customer service. Customer Management Center Save time by viewing the details you need all in one place to better manage and service your customers without missing a beat. Create a customizable dashboard view of your customers' information, such as their converted and unconverted quotes, invoices, receipts, time tickets, aged balances, items and services sold, and much more. Drill down to the detail and quickly take action, too. Save time by looking up customers quickly, based on their ID, phone number, or any of their contact information, and filter further based on date ranges. Utilize the Recent Selections link to quickly pull up customers you have already viewed. Easily export customer information to Microsoft Excel or PDF, or launch an email from the Customer Management Center.   Multiple Contacts1   Store an unlimited number of customer contacts in Sage Peachtree Quantum! The new "Contacts" tab in the Customers screen allows you to keep track of many specific details you need to maintain your relationships for each of your customers. Track more details like contacts' titles, phone numbers, email address, and specify the ship-to addresses. A new Notes field allows you to track unique information about each contact, like shipping instructions.   Open Multiple Companies2   Get your work done faster by being able to open and work in multiple companies within Sage Peachtree Quantum at the same time! Toggle between companies in just one click without closing your current company. Enter your user ID & password once and Sage Peachtree Quantum will remember it until you close the system.   ACT! Integration3 With Sage ACT! Link for Peachtree, customers can easily synchronize key data between their Sage Peachtree Quantum accounting solution and Sage ACT! contact and customer management solution. Access customer information in an instant With Sage ACT! Link for Peachtree and Sage ACT!, you'll have the details of your customers and vendors such as credit information, current balance, last invoice and payment, open quotes, sales orders, receipts, and more, right at your fingertips! Sage ACT! Link for Peachtree is included with the purchase of Sage Peachtree Quantum. With Sage ACT! for Sage Peachtree Quantum you can: Eliminate duplicate data entry to save time every day Keep customer information current in both systems automatically View real-time accounting summaries from within Sage ACT!   Inventory/Vendor Management Software Sage Peachtree Quantum helps you manage the delicate balance between the cost and benefits of inventory. The true cost of carrying inventory, such as storage, insurance and taxes, can have a significant impact on your business's profitability. Sage Peachtree Quantum offers the functionality to assist you in managing the line between too much inventory and not enough, as well as the added responsibility of assortment, turnover, and high-volume purchases. Inventory Tracking and Replenishment Inventory tracking is a real strength of Sage Peachtree Quantum inventory management software. Small business owners can easily create and track inventory items based on user defined attributes such as size, color, style, and more. Customers can maintain accurate Quantity on Hand information by reserving inventory requested on Purchase Orders and Sales Orders. They can even set up Sage Peachtree Quantum to monitor inventory levels. When inventory reaches a predetermined level, Sage Peachtree Quantum inventory management and accounting software automatically creates a purchase order to replenish inventory. It's also possible to create purchase orders from sales orders and invoices. Inventory Pricing and Multiple Costing Methods Sage Peachtree Quantum inventory accounting software makes it easy to update inventory prices. Establish up to 10 different, customizable price levels per item. It's easy to update prices by a specific dollar amount or percentage. Apply a pricing change to a handful of items or everything in inventory. A simple, point-and-click process allows the customer to apply price increases or decreases globally, rounding prices to a specific cent or dollar amount. Customers can choose among several inventory costing methods. Average, LIFO, FIFO, and Specific Unit costing are available. Inventory and Services Management Center Quickly and easily get insight into the usage of your inventory and services. A customizable dashboard helps you process large quantities of information about a single inventory item or service at a glance. It enables quick research, comparisons, and decision making. Excellent for understanding quantities, usage, and complex assembly relationships. Additional Inventory/Vendor Management features & benefits Serialized Item Tracking & Costing LIFO & FIFO Costing Warranty Tracking Quantity Discounting Just in Time Purchasing Flexibility Assembly History Tracking Storing of additional inventory attributes Commissionable Item Tracking Drop Shipments Master stock and sub item tracking Work Ticket Tracking     Employee Management/Payroll Save time and reduce errors by keeping track of your employees' information in Sage Peachtree Quantum. Centrally maintain detailed employee records, such as hiring data, demographic information, emergency contacts, performance reviews, and more. Receive alerts for key tasks such as review dates. Everything you need to ensure accuracy is in one place. Keep track of employee time – or have each employee track their own time – for payroll and job costing. Track common employee benefits and deductions based on your company's needs for more accurate tracking. Setup automated email alerts to be notified when important dates are coming up, such as I-9 reverification, performance reviews, or birthdays. Manage payroll yourself from within Sage Peachtree Quantum or choose from payroll services that include print-n-sign tax forms, e-filing, direct deposit, and even full service outsourced payroll.1 Jobs Management Software Sage Peachtree Quantum offers helpful tools to optimize your business processes, manage resources, track projects, tasks and time, and put your business in the best possible position for improved profitability and sustainable growth. Job tracking Job and Project Management Center allows you to see the various components of a job from one convenient spot, and you have the complete job picture—from start to finish—available from a single location. Quickly access frequently used job tasks on the intuitive dashboard. Track projects at the job level, job/phase or job/phase/cost code level. Format job IDs with up to 20 alphanumeric characters. Format cost code IDs with up to 20 alphanumeric characters. Track an unlimited number of user-definable cost and phase categories. Track estimated and actual schedule dates. Create unlimited user-definable job status codes with visual "stop light" indicators. Make notes and attach documents to your jobs. Closely track Change Orders and their approvals to make sure each job remains profitable. Track subcontractor insurance such as general liability and workman's comp. Entry and streamlined processing Intuitive interface allows for the entry and assignment of one or more jobs per AR or AP transaction. Receive an optional warning if no job was entered for error-free job tracking and reporting. All project resources can efficiently collaborate, so everything stays on schedule with Order Process Workflow tracking. Flexible Billing and Job Costing Capabilities Track expense and revenue project totals by job, phase, and cost code by year, quarter, month, week, or specific accounting period. Track actual and committed job costs and revenues to always know job profitability throughout the project. Apply Labor Burden rates for employees at the Job or Company level Progress Billing for % of Contract or % of Completion Ability to withhold retainage1 per the contract terms. Job Reporting Create ad hoc reports on the fly using the interactive jobs reporting and output to Excel, Adobe PDF or email. Many job reports can be customized to your needs, such as, Retainage, Job Profitability, Job Ledger details, or Work in Progress. Create your own job reports using Crystal Reports® 2008.   Analysis Tools/Reporting As your small business needs develop, so does your need for specialized reporting and analysis tools. Sage Peachtree Quantum provides premium features that allow you to access information quickly and create detail reports easily. Standard Reporting Sage Peachtree Quantum offers over 140+ customizable reports that give you the data you need – the way you want it – to recognize opportunities, to steer your business and to help increase profitability. It also gives you even more advanced analysis capability with Crystal Reports® 2008, the leading industry report writing tool, allowing you to create your own specialized reports. All Sage Peachtree Quantum reports can be output or saved using industry standard format types – email, Adobe or Excel. Sage Peachtree Business Analytics1 Sage Peachtree Business Analytics, powered by iLumen®, allows you to truly know how your company is performing financially. Benchmark your company's performance compared to other companies in your industry or geographic region. This feature gives you instant access to key financial trends and industry-specific benchmarking reports so you know where you stand. Quickly evaluate financial performance and identify challenges and opportunities within your business. Customize parameters to specific industry, SIC or NAICS code, revenue and asset, geographic region, and/or size range. Choose the metrics upon which to focus comparisons. Base evaluations on the metrics that matter most to you: Total Revenue, Gross Margin %, Days Sales Outstanding, and much more. Cash Flow Manager Easily analyze and forecast your cash flow with the use of the cash flow management tool. You will have the ability to know whether or not you will have enough cash to meet current and upcoming financial obligations by managing your cash flow from one location. Additionally, you will be able to export cash flow forecasts into Microsoft Excel or run what-if analysis transactions to see how purchases will impact your cash flow. Multi-Year Reporting & Budgeting Compare budgets and financial results across multiple years within your General Ledger reports and Financial Statements, as well as drill down to the details. Use this functionality to get improved trending analysis, better research, and more accurate forecasts based on prior year activity. Personalized User Dashboards  Create personalized navigation so you no longer have to wade through screens and menus you don't use. Customize your  dashboards by creating tabs to organize key, real-time information and access it easily. View relevant tasks and filter data based on how you need to track it. Quickly see who your most profitable customers are, what bills need to be paid, and what is owed to them. This assists in making more effective decisions from one convenient location within the software. Customize the screens to only show things you do on a regular basis, like managing Aged Receivables, or Aged Payables, or Payroll and much more. Mix and match from various functions in Sage Peachtree Quantum. Or make another view that shows only the tasks you need on a weekly or monthly basis – you choose! You will have the ability to customize the individual areas and filter data based on how you need to track it. Security is assured because available modules are based on each user's security level. Workflow Management The Order Process Workflow system in Sage Peachtree Quantum keeps everyone informed in real time of all the details in your sales and purchase processes, so that anyone with the approved access can instantly know where your order is, when it's due, who's handling it or what's the problem with it. You can customize triggers, steps and statuses that are crucial to your company. Keep track of all the moving parts of your order process so nothing gets missed and everything moves along as planned. Notify the next person in the process with a status and specific notes as needed. Have one centralized place to keep track of all the work involved in the process, or see just your own tasks. Automatically send notifications to designated employees/customers/vendors once a task is completed. My Inbox on My Dashboard monitors the status of a user's processes and transactions and allows them to take action.   Security/Multi-User Management More users mean more security concerns. Sage Peachtree Quantum helps ensure security of your sensitive data, and let's you control which users have access to which data and features. Multi-User Management All the tools you would expect in a multi-user system, such as: Accommodates 5, 10, 15, 20, 30, 40 licensed, named users1 Optimized database capacity2 Send notifications to other users that they need to log out of Sage Peachtree Quantum, or if necessary, manually log them out   Role Based Security Sage Peachtree Quantum provides the ability to control user access with a high degree of precision. Role-based security controls allow for screen-level and report groups access control. Administrators can select from more than 100 specific areas to give Add, Edit, View-Only, or No Access rights to each user. You can even block access to key navigation screens. Speed and Performance Sage Peachtree Quantum SmartPosting is a Windows service that manages the posting of transactions independently of the client workstation. It saves times because you can continue to add and save transactions without having to wait for the posting to finish, plus it alerts you to errors or problems since the SmartPosting Manager monitors the state of the service running in the background. Automatic Backup Schedule your company's Sage Peachtree Quantum backup to run recurring and automatically during non-business hours. Sage Peachtree Online Backup Fast, secure, efficient backups of your Sage Peachtree Quantum financial data and other business critical files such as documents, Excel spreadsheets and email. Automatically schedule backups. Access your data from the Web on any computer.     Features Specific for your Industry Sage Peachtree Quantum offers features for companies in industries such as: Manufacturing, Distribution, Construction, Nonprofit and Accounting. These industry-specific features are designed to help specialized companies better manage operations by handling their specific functionality and reporting needs without sacrificing the strength and flexibility of a robust accounting solution. Construction: Construction Specific Operational Reports Labor Burden Assessment Progress Billing Retainage Management for Companies Using Accrual Based Accounting Subcontractor Insurance Tracking Distribution: Buy/Sell in Different Units Enhanced Kitting and Assembly Capabilities Inventory Trend Analysis Order/Sell Using Vendor Part Numbers Quantity Price Breaks Distribution Specific Operational Reports Manufacturing: Enhanced Assembly Capabilities Creation and Tracking of Work Tickets Enhanced BOM Management Buy/Sell in Different Units Manufacturing Specific Operational Reports Integration with MISys SBM solution Nonprofits: Donation Receipts Fundraising Letter Template Member and Pledges Fees Outstanding New customer/Donor Welcome Letter Template Unified Chart of Accounts United Way based Chart of Accounts Accountants: Access Client Data from any Sage Peachtree 2012 product Set-up, Open and Edit Restore Client Backups