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Complete Guide to Sage / Peachtree Accounting

Sage / Peachtree Accounting

Peachtree is an accounting application for small and medium-sized businesses (SMBs) made by Sage Software. Peachtree enables comptrollers and managers to automate and manage numerous accounting tasks

Powerful features of Sage / Peachtree Accounting

Cash flow and invoicing

Cash Flow Manager is a powerful invoicing system that gives you an instant snapshot of your cash flow. It shows you the balances of your cash accounts, cash expected to come in, and cash expected to go out. It gives you a clear picture of your finances when you need it.

Customize the cash flow settings to get a more granular view of your finances. Change the time frame to view by a particular period, or filter by type of transactions like invoices, quotes, and purchases. You can also add adjustment lines and amounts so you can forecast possible future income and expenses.

Payments & Banking

The accounts payable and banking features include purchase orders, invoices, payments, bank feeds, and account reconciliation. It’s also fully integrated with the inventory management system. Automate any of these processes to eliminate manual entry. 

Manage payments and connect to your bank feeds for full visibility of your accounts and finances. Eliminate manual data entry and simplify payment acceptances with automatic reconciliation. Screen reader support enabled.

Advanced inventory management

Know what’s in stock and what’s on order. View quantities on hand and stay on top of purchase orders. Use inventory items to easily enter transactions and track costs and quantities. ​

Job costing

Get greater insight into all your jobs and projects and know what you are spending and where. View how long your jobs and projects are taking to complete and estimate how much money you’re making on each job.

Easily set up job records, phases, and cost codes. Track job costs through purchasing, inventory adjustment, payroll, and more. Print reports throughout a job’s duration to find out the total amount spent and net revenues due for each job.

If you use phases or cost codes, you can generate reports to display this information, showing you if a job is over or under budget for any phase or task involved. This can help you control your costs by adjusting one phase or task prior to the job’s completion.

Payroll

Simplify payroll processes for your employees with direct deposit, pay cards, or direct-deposit checks. Monitor employee records like payroll checks you process and the payroll taxes you collect from your employees.

Leverage the Payroll Setup Wizard and employee defaults to get up and running quickly on Sage Payroll. You can also perform advanced payroll tasks, like tracking employee tips and managing vacation and sick time hours.

If you have employees who enter time tickets for hours worked on projects, you can create paychecks based on the hours recorded on time tickets during a payroll period.

Reporting

Leverage over 150 reports, including those specialized for construction, manufacturing, and distribution industries. Get the data you need to make informed business decisions.

Access one-click reports on payables, receivables, sales taxes, expenses, and profits, inventory, payroll, and jobs.  Plus you can design new reports, search text within reports, and drill down to transactions on displayed reports. You can also apply filters for customized views.

Report groups allow you to group reports, financial statements, and views together and print them in a batch. Use report groups when you need to print several reports or need to schedule reports to be printed.

Why Do You Need a Sage /Peachtree Training Course?

Sage / Peachtree software has a wide range of benefits, and if you know how to use it correctly, you can be a great asset to your company and your clients. If you work in the accounting department of your company or work for a financial services company and are looking to get to the next level, mastering Sage / Peachtree can be an ideal way of showing your manager you’re ready for that promotion to a position with more responsibility.

If you are looking for a position as a business accountant, you want to prove you are as valuable an asset as possible. Adding Sage / Peachtree software proficiency to your resume could be the item that pushes your resume up above the rest and gets you that job you’ve been seeking.

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Finally, if you are a manager for your company, Sage / Peachtree software can give you the edge you need over the competition, providing you with a tool you can use to help you service your customers faster and better than ever before. It can be to your great benefit to learn how to use it correctly and even train your employees on the proper application of this software.

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