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PeachtreeSageU

  1. Keep with "GAAP" adherence by letting PT's Acctg. Review help search for common entry mistakes. (Reports & Forms > Internal Acctg. Review)
  2. You can add your customer/vendor/employee record info to your Microsoft Outlook Contacts list. Simply click File > Sync With Outlook.
  3. Can't drill down on a transaction? Chances are it’s a beginning balance saved with the record that the transaction is associated with.
  4. Keep your PT users focused on their job. Quantum's My Dashboard feature allows each PT user to create and save their own custom dashboard.
  5. To avoid the word "Duplicate" from printing on a check, let PT manage check numbers by leaving the Check# field blank when you click Print.
  6. On Peachtree's new Inventory Mgmt Center, you can add list views to help track assembly builds and BOM usage (click Customize this page).
  7. Can't drill down on a transaction? Chances are it’s a beginning balance saved with the record that the transaction is associated with.
  8. Want Peachtree to load a company at startup? Click Options and check Start with Last Company Opened.
  9. You can add your customer/vendor/employee record info to your Microsoft Outlook Contacts list. Simply click File > Sync With Outlook.
  10. Hide unessential data entry fields on your invoices and sales/PO orders by creating a custom layout (Layout > Customize Layout).
  11. When purging data, you will get better results if you check Inactive on maintenance records that you no longer need.
  12. Click the Styles button at the top of the Reports and Forms window to add some visual pizazz to your reports (change font types, size, etc).
  13. Improve your cash flow forecasts by analyzing how well you pay your vendors on time using the Vendor Mgmt. Report (Reports & Forms > AR).
  14. Need to update a job's projected end date or estimates? Use the new Change Order feature to make entering and tracking these changes a snap!
  15. In Select for Payroll, you can modify a specific employee's calculations and deductions by double-clicking on their name.
  16. Enable "Recalculate Cash Balance" in Options > Global and PT will auto-update the cash balance field in checks and receipts windows.
  17. Tired of entering the same transaction every month? Next time, click the Recur button to automatically recur it for future periods.
  18. Checked "Do Not Show Again" on a pesky prompt and now want it back? Go to Options > Global > General Tab > and click the Reset button.
  19. Never forget a face! You can add photos to your employee records in Maintain > Employees & Sales Reps.
  20. New to accounting or bookkeeping? Find accounting help, bookkeeping tutorials and more at our new Accounting 101 Ctr. > http://ow.ly/2cnuh