Sage Silver Support Business Care Plan
• Does not include Payroll Tax Service
• Sage Peachtree Quantum upgrades and updates
• Sage Peachtree Business Intelligence
• Unlimited access to customer support
• Comprehensive online training
• Dedicated Account Manager
• Valuable HR Resource Center
Silver Plan Loyalty Discounts
• 15% off migration to a different Sage Peachtree product
• 25% off Sage Peachtree Checks & Forms
• $100 off Sage Summit Registration
• $100 off Sage Payment Services
The Order Process Workflow system centralizes all of your Workflow transactions into one shared management center that keeps everyone informed in real time of all the details in your sales and purchase processes, reducing bottlenecks and accelerating turnaround time for your critical process-driven activities. Anyone with the approved access can instantly know where an order is, when it's due, who's handling it and pinpoint problems. Keep track of all the moving parts of your sales and purchase processes, 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 and automatically send notifications to designated employees, customers and vendors once a task is completed. Use "My Inbox" on "My Dashboard" to monitor the status of a user's processes and transactions and allows them to take action.
•Customize triggers, that are critical to your company
•Establish default assignments for all of your Workflow transaction statuses to ensure that work is quickly and easily routed to the appropriate person at the right time.
•Automate the assignment of transactions for each of your Workflow statuses
•Reduce bottlenecks and accelerate turnaround time for your critical process-driven activities
With Peachtree Business Intelligence you can create Microsoft® Excel®-based financials, sales and purchase reports by running the predefined Sales, Purchase and Financial analysis reports, or use them to create your own customized reports. Create the layout you want in Excel, save and link the template, and then you can quickly get the data you want in the report you want to see. Sage Peachtree Business Analytics, powered by iLumen®, gives you the advantage to know exactly how your company is performing financially and benchmark your company's performance compared to other companies. Get instant access to key financial trends, customize parameters to specific industry, revenue and asset, geographic region, and/or size range. Easily analyze and forecast your cash flow with the use of the Cash Flow Manager to know if you can meet upcoming financial obligations and export cash flow forecasts into Microsoft Excel and run what-if analysis scenarios to see how purchases will impact your cash flow.
With over 15 pre-defined Financial Statements, you can quickly evaluate your business financial performance, produce accurate forecasts and compare budgets and financial results across multiple years and multiple companies. Use the Financial Statement Wizard to design your own specific Financial Statements. Drill down to the transaction level detail directly from the Financial Statement.
Open and work in multiple companies within Sage Peachtree Quantum at the same time. Toggle between companies with just one click! Retain control over the bookkeeping process through the use of open Accounting Periods. Each accounting period can be locked so that the Administrator can select who can edit transactions in prior periods. Quantum's Internal Accounting Review, performs up to 15 checks to look for suspicious transactions and common accounting mistakes and give the user advice on correcting the transactions. An "always on" audit trail maintains a record of details associated with every transaction. Some of the information maintained in the audit trail includes who and when a transaction was entered, changed, delete and tracks when each user logs on and off the system. Reviewing the Audit Trail Report is an essential internal control measure as it allows business owners and senior managers to monitor each employee's activities within a Sage Peachtree Quantum data file. Sage Peachtree System Check quickly deploys to monitor system health and resolve issues before they affect your productivity or compromise your data. Manage important maintenance tasks like Backup, Data Verification, Internal Accounting Review and more in one central location. Save time with a new utility for quickly identifying and inactivating customer records no longer used.
Customer Management and ACT! Integration
Organize, automate, and synchronize customer-related business processes, as well as reduce costs of marketing and customer service. Save time by viewing the details you need all in one place to better manage and service your customers. Create a customizable dashboard view of your customers' information. Quickly add or edit transaction and drill down to the detail. 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. Quickly pull up customers you have already viewed by choosing Recent Selections. Easily export customer information to Microsoft Excel or PDF, or launch an email from the Customer Management Center. The new "Contacts" tab in the Customers screen allows you to keep track of many specific details, like contacts' titles, phone numbers, email address, and specify multiple ship-to addresses necessary to maintain your relationships with your customers. A new Notes field allows you to track unique information about each contact, like shipping instructions. Copy Transactions save time and simplify the process of creating new transactions by copying one you've already saved. The ability to copy an existing transaction has been added to several tasks and list views. Copy transactions from the entry screen or list view of Quotes, Sales Orders, Proposals, Sales Invoices, Purchase Orders, Purchase Invoices, and General Journal Entries. Easily create a new sales invoice when a customer calls and says "give me the same thing I got last month but I want to change some things on this order". Open the sales invoice from last month, click "Copy". Change anything and save. It's that easy!
Sage ACT! is a Contact Management Solution that is designed to automate and manage just about everything related to your contacts and calendar. With Sage ACT!, you can connect to powerful, subscription-based sales and marketing services desktop and web-based productivity tools, and social media that give your business a marketing boost. Services like Sage Business Info Services for ACT!2 powered by Hoover's™ can fill your sales pipeline with new leads. Sage E-marketing for ACT!2 makes it easy for you to create, send, and track email marketing campaigns. Sage ACT! Contact Management Solution is a separate purchase and is not included with the Sage Peachtree Quantum Accounting Solution, however, the "Sage ACT! Link for Peachtree" is included in the Sage Peachtree Quantum Accounting purchase. You'll need the Sage ACT! Link for Peachtree to easily synchronize key data between Sage Peachtree Quantum and Sage ACT! Contact and Customer Management Solution to keep customer information current in both systems automatically. This will give your Salespeople the ability to view real-time accounting summaries from within Sage ACT!, access customer information in an instant and display the details of your customers and vendors such as credit information, current balance, last invoice and payment, open quotes, sales orders, receipts, and more.
Customer and Accounts Receivable Features
•Store an unlimited number of customer contacts
•Process Recurring Transactions
•Streamlined Service Billing
•Five Customizable Customer Fields
•Customer “At a Glance” History Screen
•Enter Quotes and easily convert to Sales Orders, Proposals, or Invoices
•E-mail and/or Print Customer Forms (Quote, Sales Orders, Proposals and Invoices, etc)
•Receive Customer Payments and Other Receipts
•Real Time Credit Card Processing through Sage Exchange
•Process Finance Charges
•Ability to write Customer a check through “Payments”
•Ability to receive payments from Vendor’s
•Print and customize pre-defined Customer Collection letters and Customer Labels
•Track Sales Tax and print Sales Tax Report
•Track Sales Rep’s commissions by Inventory Items and print Sales Rep Report subject to commissions
Accounts Receivable and Customer Reports
Cash Receipts Journal
Customer Management Detail
Customer Master File List
Customer Sales History
Items Sold to Customers
Sales Backorder Report
Sales Order Journal
Sales Order Register
Sales Rep Report
Taxable/Exempt Sales Report
Job and Project Management Center allows you to see the complete job picture from start to finish from one single location and drill down to the transaction level for the various components of a job. Order Process Workflow tracking is the one place all project resources can efficiently collaborate, so you can make sure everything stays on schedule. Post multiple transactions to jobs that can be broken down by the job’s phases and costs, with the ability to drill down to the finest detail. Use Job statuses to keep track of job progress enabling you to manage your jobs more effectively. Fully integrated Time Card and Payroll processing tracks the dollar amounts and employee's hourly time to the phase and cost level of every job and optionally labor burden can be applied. Post purchases and inventory transfers to jobs through the fully integrated Accounts Payable and Inventory Control menus.
Progress Billing gives you the flexibility to create customer invoices based on the job's current progress or specify that billing be based on a percentage of the job's completion, a percentage of job's contract, or a percentage of a proposal. With Retention Management at your fingertips, you'll know what your customers are holding back, and how much leverage you have with your vendors. Powerful Construction-specific operational reports are optimized to quickly report the information you need and all can be both queried and reported by different sorting and selection criteria and can be sent to Excel, PDF or E-mailed.
•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
•Track subcontractor insurance such as general liability and workman's comp
•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
•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 retention 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 Retention, Job Profitability, Job Ledger Details, or Work in Progress. Plus you can create your own job reports using Crystal Reports® 2008.
Estimated Job Expenses
Estimated Job Revenue
Job Costs by Job Type
Job List, Job Master File List
Unbilled Job Expense
Inventory and Services Management Center
Whether you’re a manufacturer with straightforward production processes, an assemble to-order business, a light manufacturer or a distributor with manufacturing requirements, Quantum helps you govern the line between too much inventory and not enough and manage the responsibility of assortment, turnover, and high-volume purchases. Key manufacturing processes help you pinpoint the true cost of carrying inventory, such as storage, insurance and taxes, can have a significant impact on your business's profitability. Quickly research the usage of your inventory and services through Quantum's customizable dashboard and process large quantities of information about a single inventory item or service at a glance. You can rely on this resource for understanding quantities, usage, and complex assembly relationships and comparisons for pro-active decision making.
Work Tickets are a key component to help streamline and control the manufacturing process giving you the ability to immediately identify deficient components when you are building an assembly and automatically allow you to create purchase orders for the deficient items directly from the work ticket. Work tickets give you the flexibility to make changes within the work ticket and track the details and status of all your assemblies in progress.
Easily create and track unlimited 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 Quantum to monitor inventory levels. When inventory reaches a predetermined level, the software automatically creates a purchase order to replenish inventory. It's also possible to create purchase orders from sales orders and invoices. You can have up to 300 components on a BOM, including sub assemblies, labor and outside services. Revisions allow you to change the components of your BOM by date and can be tracked in a revisions history log.
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.
Buy/Sell in different units of measure. The quantity conversion calculations are accurate and automatically made within Peachtree when you buy in one quantity (a pallet) and sell in another quantity (each). Assign serial numbers to individual inventory items and Peachtree will maintain detailed records for costing, warranty tracking and recalls.
•Serialized Item Tracking & Costing
•LIFO, FIFO, Average and Specific Unit Costing methods
•Just in Time Purchasing Flexibility
•Assembly History Tracking
•Storing of additional inventory attributes
•Commissionable Item Tracking
•Master stock and sub item tracking
•Work Ticket Tracking
•Track Revisions on Bill of Materials (BOM’s)
•Buy/Sell in Different units of Measure (Bulk Multi-pack)
•Globally Maintain Inventory Items sale prices
•Automatically Create Purchase Orders based on stocking levels
•Inventory management and trend Analysis
•Out of Stock warning messages for sales orders, proposals and sales invoices
Assembly Planning Report displays bill of materials components for a selected assembly item and a specified number of units to assemble Publication Schedule Report will help you prioritize and build jobs by detailing assembly items on open sales orders Component Pick List Report displays bill of materials detail information for a selected assembly item.
Assembly Adjustment journal
Bill of Materials Report
Component Use List
Inventory Adjustment Journal
Inventory Profitability Report
Invntory Reorder Worksheet
Inventory Stock Status Report
Inventory Unit Activity Report
Inventory Valuation Report
Item Costing Report
Item Master List
Item Price List
Physical Inventory List
Serial Number History Report
Work Ticket Register
The Vendor Management screen is one customizable dashboard that gives you instant access and greater visibility into all the information you need for a specific vendor without hunting in multiple places for the information. The ability to quickly research and compare vendor information gives you the capacity to better manage your vendors and make decisions based on your analysis for forecast planning of purchases and tracking inventory to questions about unpaid orders, items purchased, last unit price, number of units, and much more. Compare how a certain vendor ranks against your top 10 vendors based on 12 months of purchasing. Locate all vendors based on a custom field value, such as vendor category or approved vendor status and quickly manage vendor issues such as price changes, terms, and aged payables. Customize screens and filters to fit the needs of each Peachtree user while maintaining the security of your data based on the existing security of the user.
Take advantage of the Sage "Loyalty Plan" discounts when you activate the Sage Peachtree Online Bill Pay. 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 and there is no limit on the number of vendors you can pay. Take control of your cash flow management by scheduling the exact day when money is transferred from your account for more accurate payables processing and reconciling.
•Unlimited Vendor ID’s
•Multiple Vendor Addresses for Payments, Purchase Orders and Shipments
•Track Multiple Vendor Insurance Policies by Insurance Type, Expiration Date, Company Name and Policy Number
•Five Customizable Vendor Fields
•Vendor “At a Glance” History Screen
•Process 1099’s for Interest and Independent Contractor
•Purchase Orders can be converted into Vendor “Invoices” or “Bills” and can be sent to Jobs or Inventory
•Auto Creation of Purchase Orders based on Inventory quantities and stock status
•Bill payment and Write Checks, paper and electronic
•Vendor Credit Memos can be applied to Outstanding Invoice
•Ability to receive payments from Vendor’s that can later be applied to outstanding Vendor Credit Memo
•Transmit Electronic Payments
•Print and customize pre-defined Vendor disputed charge and credit increase letters and Vendor Labels
Accounts Payable and Vendor Reports
1099 Vendor Report
Cash Disbursements Journal
Electronic Payment Register
Items Purchased from Vendors
Purchase Order Journal
Purchase Order Report
Purchase Order Register
Vendor Insurance Report
Vendor Management Detail
Vendor Master File List
Vendor Transaction History
Employee and Payroll Management
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. Through the Payroll Wizard, you can easily set up your in-house payroll or choose full service outsourced payroll processing through Sage. Either way you can reduce errors and save time by keeping track of all your employee's relevant information. By accessing a centrally maintained employee record, everything you need to ensure the privacy and accuracy of your employee's records is in one place. Setup automated email alerts to be notified when important dates are coming up, such as I-9 reverification, performance reviews, or birthdays.
Retrieve important employee information immediately such as employee emergency contact name, relationship and phone number. Access demographic information such as date of birth, marital status, gender and ethnic origin. Get employment details for on each employee for job title, division, location, department and supervisor. Customize employment statuses and track each employee by employment status, data of hire, termination date, rehire date and I-9 verification status and reverification date.
Expanded payroll fields allow you to set up and track employee benefits, sick pay, vacation pay, insurance plans, retirement plans, flexible spending accounts, employee deductions and garnishments and track raise history and performance reviews. Select pay frequencies of weekly, bi-weekly, semi-monthly, monthly & annually with up to 20 user defined multiple pay types and pay rates per employee. Enter the rate to charge customers and jobs for each billable hour recorded on time tickets for this employee or set up unlimited activity rates to be used instead of employee rates to charge customers and jobs for each billable hour recorded on time tickets for this employee.
Entering daily-weekly time tickets gives you the ability to keep track of employee time – or have each employee track their own time for charging employees time to jobs for job costing and billing customers through processing payroll. Enter expense tickets for employees and vendors to be charged to jobs and billed to customers. Enrolling in the Simple (Gold Plan) or Select (Platinum Plan) Payroll Tax Service gives you the ability to print and electronically transmit over 250 updated and signature-ready Federal and State Payroll Forms for filing.
Payroll and Employee Reports
Current Earnings Report
Employee Compensation Report
Payroll Check Register
Payroll Tax Report
Quarterly Earnings Report
Tax Liability Reports
Vacation and Sick Time Reports
Yearly Earning Report
Payroll Tax Forms
Industry Specific Features
Sage Peachtree Quantum answers the industry specific challenges for Manufacturing, Distribution, Construction, Non Profit based industries by providing these industry-specific features, 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 Specific Operational Reports
Labor Burden Assessment
Retention Management for Companies Using Accrual Based Accounting
Subcontractor Insurance Tracking
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
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
Fundraising Letter Template
Member and Pledges Fees Outstanding
New customer/Donor Welcome Letter Template
Unified Chart of Accounts
United Way based Chart of Accounts