Accuracy. Control. Results. Sage Peachtree CUSTOMER SOLUTIONS GUIDE. Sage Peachtree is easier than ever!

Transcription

1 Accuracy. Control. Results. Sage Peachtree CUSTOMER SOLUTIONS GUIDE Sage Peachtree is easier than ever!

2 Sage Peachtree Customer Solutions Guide New Features for Core Strengths of Sage Peachtree... 6 Which Product is Right for You? Industry Solutions Compare Sage Peachtree Products Sage Peachtree Business Care Support for Your Business Success Payroll Solutions Compare Sage Peachtree Payroll Solutions Additional Tools for Your Business System Requirements... 20

3 Accuracy. Control. Results. What s New in Sage Peachtree 2011 The easiest release ever, Sage Peachtree 2011 gets you to information faster so you can quickly take action. It simplifies everyday tasks so you can get more work done, and helps you make informed decisions to increase your business profitability. Features vary by product. Please see the product comparison chart for specific details. Inventory and Services Management Center Instantly see how an item or service is moving through your sales and purchasing processes, and how it is performing for your business. View last unit price, quantities, open orders, backorders, etc. Get at-a-glance management of assemblies Evaluate a service by its usage, revenue, and more Spend less time tracking inventory and planning purchases Customize screens and filters for each user Automatically maintain user security settings you have today Change Order Processing Manage Change Orders to keep all your information including approvals in one place. Automate your Change Order tracking processes Get better insight into the impact on revenues and expenses (down to phase and cost codes) Attach documents to the change order and keep all information in one place Ensure proper approvals before moving on Instant insight into key inventory or services information. Manage Change Orders for maximum profitability. 2

4 Customer Solutions Guide Billing Enhancements Quickly invoice all of your customers for any unbilled time and expenses. Work more efficiently and accurately Prevent delayed or lost revenue Easily generate multiple invoices for all unbilled time tickets, expense tickets, and reimbursable expenses Filter by Customers or Jobs as well as transaction type Directly transfer outstanding time and expenses to an invoice Applying all Time & Expense tickets with a billable status to new invoices at one time is a huge time-saver! Save time and collect revenue faster. 3

5 Accuracy. Control. Results. Job Management Enhancements Simpler data entry, improved communication and at-a-glance job status. Simplify tasks and workflows. Select the job on the first line of a transaction; it automatically populates to the following lines Quickly see jobs at risk and jobs on track with customizable job status indicators Improve communication with more room for job notes Get a reminder if you forget to enter a job on sales or purchase transactions No need to take your hands off the keyboard to select the correct job/phase/cost code Job Status Indicators Instantly see which jobs are at risk and which ones are on track. Customize with any status types that are important to your company Easily see which jobs need your focus with colorcoded traffic lights View status indicators on the job record, job list view, dashboards, reports, and more With so many jobs in progress at the same time, being able to easily keep track of all of them is a huge help. Simplify tasks and instantly see jobs at risk. 4

6 Customer Solutions Guide Exclusively for Sage Peachtree Quantum 2011 Sage Peachtree Job Navigation Center Quickly and easily access all information and tasks related to jobs. Easily view or sort by job status Quickly access job phases, cost codes, and change orders Utilize a consistent and familiar Sage Peachtree user interface Sage Peachtree Job & Project Management Center A customizable, dashboard view of jobs lets you quickly take action. Proactively manage your projects with centralized access to job information Get fast, real-time reporting with sorting, filtering, totals, and drill down capabilities Customize by user, including workflow assignments and task status View per job, per job/phase, or per job/phase/cost code Sage Peachtree Job Reporting Simply and easily make custom job reports directly from the dashboard information. Customize by user with the simple drag-and-drop feature Output to multiple formats Excel, PDF, or Automatically updates totals when new information is shown on the module I can find everything I need to do for jobs in this one screen. 5 Dashboard views and on-the-fly jobs reports.

7 Accuracy. Control. Results. Core Strengths of Sage Peachtree Getting the numbers right is critical to making better business decisions. Sage Peachtree products are designed to provide the accuracy and control your small business needs to succeed, along with at-aglance dashboards and robust reporting for insights to increase your profitability. Accuracy Retain control over your bookkeeping process through the use of Accounting Periods and G/L Accounts. Based on real, double-entry accounting principles, Sage Peachtree ensures your accounts are always accurate and in balance. Accounting Behind the Screens When customers select the Journal button in various task windows, Sage Peachtree displays the corresponding journal entries in the Accounting Behind the Screens window. These are journal entries recorded when saving a transaction. Users can modify the journal entry by changing the account IDs for each distribution listed in the transaction. This provides visibility into how a transaction is being posted on both sides of the General Ledger, and allows users to easily change any G/L accounts that the transaction affects. Easily view and change G/L accounts. 1 Internal Accounting Review Up to 15 checks of your data are performed by the Internal Accounting Review process in Sage Peachtree. These checks look for suspicious transactions and common accounting mistakes and give the user advice on correcting the transactions. Quickly check for accounting errors. 6

8 Customer Solutions Guide Efficiency Dashboards and navigation aids provide a high-level view of your key business metrics, along with the ability to quickly drill down to the details. Integration with familiar tools like Microsoft Excel, Word, and Outlook 2 allows you to easily and efficiently use the information in Sage Peachtree for more in-depth analysis and improved customer communications. Business Status Center Monitor business activity from this data-driven dashboard, which provides a quick overview of key indicators. Relevant information includes account balances, how much each customer owes, which bills are due for payment, and which customers are most profitable. Information is customizable so each user can see what s critical for their work, and easily drill down for more details. It s information that helps managers make good decisions. Dashboard view of key business metrics. Transaction History Easily and quickly view all history related to a particular customer or vendor transaction throughout the entire chain of events at any point in the sales or purchase process. You can view the transactions going forward from a purchase order to a payment, or trace transactions backward from a receipt to a quote. You ll quickly get to the details you need to take action! Quickly view entire history of a transaction. 7

9 Accuracy. Control. Results. Security In Sage Peachtree, each accounting period (usually a calendar month) can be locked so that your administrator can select who can edit transactions in prior periods. Screen-Level Security Sage Peachtree multi-user products provide the ability to control user access with a high degree of precision. Security controls in Sage Peachtree 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 such as the Business Status Center. Audit Trail Report When a user wants to track changes to the company s data, the Sage Peachtree audit trail provides that information in a very usable form. The audit trail tracks when a user enters data, edits existing data, or removes data. The Audit Trail Report provides user accountability, deters users from fraudulent activity or mistakes, and tracks transaction history. Control user access to information. Filter Criteria includes: 1) All Actions. Stone Arbor Landscaping Audit Trail Report For the Period From Sep 4, 2011 to Sep 4, 2011 Date Time User Name Action Window Name Transaction ID Transaction Reference Amount 9/4/11 8:43 AM SAdams Change Stone Arbor Lands SAdams User Logon... 9/4/11 8:45 AM SAdams Add Maintain Inventory CLR DBL COPY 9/4/11 8:45 AM SAdams Change Maintain Inventory CLR DBL COPY 9/4/11 10:21 AM SAdams Change BJames BJames 9/4/11 10:21 AM SAdams Change GEvans GEvans 9/4/11 10:34 AM BJames Change Stone Arbor BJames Lands User Logon... 9/4/11 10:35 AM BJames Add Receipts DBH /4/11 10:54 AM BJames Add Receipts FAIRBANKS 920 5, /4/11 11:21 AM BJames Add Receipts OPECK /4/11 1:35 PM SAdams Add Maintain JEVERETT Employe 9/4/11 3:13 PM BJames Add Receipts LJENKE /4/11 3:37 PM BJames Add Receipts REYNOLDS /4/11 3:38 PM BJames Add Receipts REYNOLDS /4/11 4:03 PM LDavis Change Stone Arbor Lands LDavis User Logon... 9/4/11 4:04 PM LDavis Delete Receipts DBH /4/11 4:04 PM LDavis Add Receipts DBH /4/11 4:05 PM LDavis Add Receipts DBH /4/11 4:05 PM LDavis Add Receipts DBH /4/11 4:05 PM LDavis Change LDavis User Logoff... 9/4/11 4:06 PM SAdams Change Maintain AHARDMAN Employe 9/4/11 4:06 PM SAdams Change Maintain Employe JHENDERSON 9/4/11 4:06 PM SAdams Change Maintain Employe MHAYS 9/4/11 4:06 PM SAdams Change Maintain Employe RDILLION 9/4/11 4:06 PM SAdams Change Maintain Employe VRAMEZ 9/4/11 4:54 PM SAdams Change SAdams User Logoff... 9/4/11 5:11 PM BJames Change BJames User Logoff... Protect against fraud and errors. 8

10 Customer Solutions Guide Inventory Management Inventory tracking is a real strength of the Sage Peachtree product line. The new Inventory & Services Management Center helps you track inventory, plan purchases, or expand service offerings quickly and easily. Inventory Tracking and Replenishment Small business owners can easily create and track inventory items based on user-defined attributes such as size, color, style, and more. They can maintain accurate Quantity on Hand information by reserving inventory requested on Purchase Orders and Sales Orders. Users can even set up Sage Peachtree to monitor inventory levels. When inventory reaches a predetermined level, Sage Peachtree automatically creates a purchase order to replenish inventory. It s also possible to create purchase orders from sales orders and invoices. Create and track inventory items. Inventory Pricing, Multiple Costing Methods Sage Peachtree 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, rounding prices to a specific cent or dollar amount. Sage Peachtree customers can choose among several inventory costing methods. Average, LIFO, FIFO, and Specific Unit costing are available. Flexible options for pricing and costing. 9

11 Accuracy. Control. Results. Which Product is Right for You? Sage Peachtree First Accounting 2011 Sage Peachtree First Accounting 2011 is designed for the owners of small businesses who need to organize their financial information. Easy-to-use screens and in-product help make it ideal for those who are looking to automate their financial records for the first time or are converting from personal finance software. Sage Peachtree First Accounting 2011 enables fast start-up, check writing, invoicing, purchasing, bank reconciliation, item tracking, 35+ customizable reports, and more. Get Organized Pay Bills and Get Paid Sage Peachtree Pro Accounting 2011 Sage Peachtree Pro Accounting 2011 helps you manage your expanding business with easy-to-use accounting features that do the basics and much more. Automate your invoices, checks, and track employee payroll 3. You can record customer payments, create budgets, and track sales, inventory, and expenses. Save time with simplified navigation, integration with Microsoft Excel 2, multi-tasking screens, and comparative budgeting. Sage Peachtree Pro Accounting provides business insight with 80+ reports and financial statements. Manage Employees Control Cash Flow and Budgets Works with Microsoft Excel and Word Sage Peachtree Pro Accounting with Payroll 2011 Sage Peachtree Pro Accounting with Payroll 2011 provides the tools to manage your essential accounting tasks easily and accurately, along with an in-house payroll solution 4. Standard accounting tools help you record customer payments, create budgets, track sales, inventory, and expenses, as well as provide general ledger, accounts payable and receivable, and 80+ reports and financial statements. Use payroll to print paychecks from your PC, automatically calculate deductions, earnings, and taxes, retrieve maintained tax table calculations and forms, print signature-ready tax forms, and e-file taxes quickly and easily. All the benefits of Sage Peachtree Pro Accounting, plus: 5 Electronic Tax Filing Maintained Tax Table Calculations 10

12 Customer Solutions Guide Sage Peachtree Complete Accounting 2011 Sage Peachtree Complete Accounting 2011 helps you work easily and efficiently with robust core accounting and added features like job costing, time and billing, in-depth inventory capabilities, and analysis tools. Save time with simplified dashboards, management centers, integration with Microsoft Excel 2, and comparative budgeting. The Internal Accounting Review 1 helps you track errors and deter fraud. Available with more than 100 customizable business reports and financial statements to help you achieve better business results. Customize Inventory and Customer Management Automate Purchasing and Shipping 6 Electronically Track Fixed Assets Manage Jobs and Projects 7 Improve Productivity with Multi-User Option Sage Peachtree Premium Accounting 2011 Sage Peachtree Premium Accounting 2011 is an easy-to-use comprehensive solution that provides tools for strategic growth like multi-company consolidations, advanced budgeting, serialized inventory, and Crystal Reports Save time with simplified navigation and dashboards, multi-tasking screens, integration with Microsoft Excel 2, and comparative budgeting. The Internal Accounting Review 1 helps you track errors and deter fraud. Sage Peachtree Premium Accounting provides advanced analysis tools, and 125+ customizable reports and financial statements. Control Budgets and Departments Get Insight with Crystal Reports 2008 Meet Inventory and Project Needs Manage Multiple Businesses Consolidate Financials 7 Improve Productivity with Multi-User Option 11

13 Accuracy. Control. Results. Sage Peachtree Quantum 2011 Sage Peachtree Quantum 2011 is designed for businesses with up to 250 employees that have large data requirements and multi-user access needs. The most comprehensive product in the Sage Peachtree product line, it provides all the features found in Sage Peachtree Premium Accounting, including industryspecific functionality, plus real-time analytics, role-based security, and automated workflows to support your future growth. For businesses looking for more collaboration and less paper, the Sage Peachtree Quantum Order Process Workflow helps you keep track of all the moving parts of your order process, so nothing gets missed and everything moves along as planned. It s fast, flexible, and works the way you do. 8 Accommodates from 5 40 licensed, named users Ensures work is done securely and efficiently Provides access to customer support, product updates and upgrades for 12 months from purchase 9 All Sage Peachtree products have easy-to-use navigation centers. Helpful benchmarking and analysis tools. 12

14 Customer Solutions Guide Industry Solutions Sage Peachtree industry-specific solutions combine the powerful accounting and analysis tools found in Sage Peachtree Premium Accounting 2011 with reports and functionality specific to the Accountant, Construction, Distribution, Manufacturing or Nonprofits industries. All these solutions are available in a multi-user edition for added productivity while maintaining user security and fraud protection. Sage Peachtree Premium Accounting Accountants Edition 2011 Access Client Data from any Sage Peachtree 2011 product except Sage Peachtree Quantum Set up, Open and Edit client Peachtree company files, except Sage Peachtree Quantum Restore client backups Sage Peachtree Premium Accounting for Construction 2011 Construction-specific operational reports Labor burden assessment Progress billing Retainage management 10 Subcontractor insurance tracking Sage Peachtree Premium Accounting for Distribution 2011 Buy/sell in different units Enhanced kitting and assembly Inventory trend analysis Order/sell using vendor part numbers Quantity price breaks Sage Peachtree Premium Accounting for Manufacturing 2011 Expanded assembly capabilities Create and track work tickets Enhanced BOM management Buy/sell in different units Manufacturing-specific operational reports Sage Peachtree Premium Accounting for Nonprofits 2011 Donation receipts Fundraising, donor and other letter templates Member and pledges fees outstanding Donor/grantor financial statements Unified Chart of Accounts Sage Peachtree Quantum Manufacturing Edition 2011 Track inventory and work in progress (WIP) Bills of material to 16 levels Net change inventory with cycle counting Back flushing of assembly transactions 13

15 Accuracy. Control. Results. Compare Sage Peachtree Products Feature First Pro Complete Premium Quantum Standard Accounting Easy start-up and 30 days of free training 11 Print checks, pay bills and track purchases Invoice for sales, receive payments, and print collection letters Basic accounting with ledgers, registers, and financial statements Professional, customizable reports Improve communications by ing reports and financial statements Purchase and track items for sale Electronically reconcile bank statements 13 Financial analysis and competitive benchmarking 14 Protect critical data with user security Business Management Tools Do-it-yourself and fully managed payroll solutions 15 Build inventory assemblies and track customer back orders Average, LIFO and FIFO inventory costing methods Audit reporting for common accounting errors Create marketing fliers and newsletters with Microsoft Word integration 2 Use quotes and sales orders to manage sales Get paid faster by ing invoices 12 Microsoft Excel integration provides flexible reporting 2 Control cash flow, payments, and collections with analysis tools Convert lists and transactions from QuickBooks Reduce fraud risk with PCI-DSS credit card processing compliance 17 Electronic bill payment through Sage Peachtree Online Bill Pay 18 Create and track shipping with UPS integration 19 Sync customer information with Microsoft Outlook contacts 20 Advanced Accounting Maintain accountability with audit trail reporting Manage depreciation for up to 200 fixed assets 6 Control job revenue and cost at the phase and cost code level Premium Features Create multiple budgets based on departments and cost centers Consolidate multiple companies for financial reporting Design and share insightful reports with Crystal Reports 2008 Print financial statements by organizational department Increase job profitability with change order processing Track serialized inventory Sage Peachtree Quantum Create personalized dashboards to work the way you do Stay on top of the business with customizable process workflows Manage job profitability more effectively with the job management center Handles larger data requirements 21 Exclusive SmartPosting technology allows you to work faster Set up custom security for each unique role in your organization Unlimited access 22 to support and product updates for 1 year 9 Module Level Module Level Screen Level Screen Level Screen Level Supports 5 40 named users 8 14

16 Customer Solutions Guide Sage Peachtree Business Care Get peace of mind knowing you are always up to date with Sage Peachtree Business Care 9 an annual auto-renewing subscription service offering three plans that give you exactly what you need to stay current with the latest Sage Peachtree software. Plus, you receive 12 months of support, on-going training, and other valuable tools. Essential Plan Preferred Plan Preferred Plan with e-filing Latest Sage Peachtree Software Includes every upgrade of your Sage Peachtree product that is released while you re enrolled. You ll have the latest technology, the most productive tools, and the smoothest compatibility with other software and services. Unlimited 22 Access to Our Customer Support You ll have someone to contact by phone or with issues or questions about your Sage Peachtree software or Microsoft Excel 23. No need to consult the manual the Sage Peachtree support analysts can show you how to do it as simply as possible. Our support analysts will resolve error messages that may occur, as well as help you avoid future issues. Get access to data repair 24 and password recovery 25 assistance. Training Sessions and Study Guides Learn how to get the most out of existing and NEW features. Receive Sage Peachtree Study Guides with every upgrade you receive. Valuable HR Resource Center Includes 24/7 online access to expert HR advice and resources. Download HR best practice guides, documents, forms, model employee policies, and more. Sage Peachtree Simple Payroll 26 Our basic payroll solution is designed to simplify your payroll tax process. You maintain control of processing payroll when you want, and we ll maintain your tax tables, so you don t have to constantly keep up on regulation changes. Included Sage Peachtree Select Payroll 4 Contains all the benefits of Sage Peachtree Simple Payroll, PLUS you will be able to e-file 5 your quarterly and year-end payroll tax forms, and pay tax deposits electronically. Enroll Today! Call to talk to a representative. 15

17 Accuracy. Control. Results. Support for Your Business Success All Sage Peachtree products offer multiple Help options so small businesses can quickly get answers to their questions. Easy-to-use Setup Guide gets you started In-product tips and screen-level help provide step-by-step guidance What s New in Sage Peachtree highlights new product features and how to locate and use them 11 Anytime online training free for new users helps you get the most out of your software Days of free support for new users; one free call for current customers The Sage Peachtree Knowledge Center provides answers to frequently asked questions Sage Peachtree Community is an online meeting place for users like you to share tips and advice 16 QuickBooks Conversion wizard steps you through the process and explains your options Local Support A network of hundreds of independent, authorized Certified Consultants* offers a wide variety of services. This exclusive group of trained professionals can provide guidance on everything from initial setup through monthly and year-end processing. * Certified Consultants are third-party vendors. Sage and its affiliates are in no way liable or responsible for claims made related to the products or services provided by third-party vendors. Sage does not guarantee the quality of third-party products or services. Please direct your inquiries regarding third-party products or services to the appropriate third-party vendor. Sage Peachtree Customer Support Plans Customer Support Analysts have the product knowledge to provide valuable tips that help you better utilize Sage Peachtree accounting solutions. We offer a variety of customer support plans. Additional fees apply. Which Support Plan Is Right For You? I would like Monthly Support Freedom Support (Annual) 28 Business Care (Annual) 9 Phone Support Access Access to Customer Support Analysts to answer questions, explain features, and resolve issues. Available Monday Friday, 8:30 a.m. 8:30 p.m. ET And Live Chat Support Access Four business hour response guarantee 29 Website Support Access 24/7 access to extensive online library of tech tips and frequently asked questions Microsoft Excel Support 23 Includes import/export functionality, adjusting errors in spreadsheets, graphs, charts and formulas Data Recovery 24 and Password Retrieval 25 Services Software Upgrades Sage Peachtree Online Training Sessions Valuable HR Resource Center 24/7 online access to expert HR advice and time-saving resources 16

18 Customer Solutions Guide Payroll Solutions Whether your business prefers the convenience of full-service payroll or wants the control of in-house payroll, Sage has a solution. Full-Service Payroll with Sage Peachtree Managed Payroll 30 Sage Peachtree Managed Payroll powered by CompuPay is the full-service solution for those who prefer to have payroll professionals handling their payroll. It s designed to reduce the risk of penalties, save valuable time, and relieve the considerable burden of in-house processing. Complete tax filing, compliance, and payment service. Online payroll access 24 hours a day Direct deposit Check signing and sealing 31 Penalty-free guarantee Online employee access to pay stubs and W-2s Workers compensation and new hire reporting In-House Payroll with Sage Peachtree Simple Payroll 26 For businesses that prefer to handle payroll inhouse, we offer tools that simplify the process. Sage Peachtree Simple Payroll provides a helpful Payroll Setup Wizard, the ability to pay hourly, salaried and tipped employees, and the use of up to 20 different pay levels. Updates to federal and state tax table calculations Print-n-Sign Tax Forms Signature ready tax forms for 940, 941, 9411B, 943, 945, W-2, W-3, and more than 230 state forms 5 Peace of mind that comes with knowing your tax tables are up-to-date In-House Payroll with Sage Peachtree Select Payroll 4 With our Sage Peachtree Select Payroll, customers maintain control of payroll processing with Sage Peachtree while additionally enjoying the convenience, speed, and accuracy of having Sage file and deposit Federal and State payroll taxes. Files tax payments and payroll reports on time Tax payments and filings are transmitted to the taxing authorities in required format Sage Peachtree Direct Deposit 32 Sage Peachtree Direct Deposit service allows small businesses to automatically deposit employees paychecks into the bank accounts they specify. Takes the hassle out of payday for everyone! Simple setup with assistance from our helpful Direct Deposit Service Representatives. Full integration with Sage Peachtree 2011 solutions (except Sage Peachtree First Accounting). Secure, reliable payroll processing Ability to deposit funds into up to four different accounts at multiple financial institutions Payroll runs that incorporate direct deposit and manually printed paychecks 17

19 Accuracy. Control. Results. Compare Sage Peachtree Payroll Solutions Setup & Use Setup assistance Payroll data integrated with Sage Peachtree Federal & State tax table and withholding limit updates Input and access to payroll data in Sage Peachtree Input and access to payroll data online (2x) Local tax table and withholding limit updates Paying Employees Easy time entry and processing Sage Peachtree Simple Payroll 26 Sage Peachtree Select Payroll 4 Sage Peachtree Managed Payroll 30 (2x online) Direct deposit of paychecks (Sage Peachtree Direct Deposit 32 ) Optional Optional Optional Print paychecks from user s desktop Paychecks produced and shipped to customer Pay employees with a payroll debit card Reporting Standard payroll reports Customizable payroll reports Calculate report and file wage garnishments to agencies Tax Filing & Deposits We print, sign, and deliver federal and state forms Guaranteed 31 We make Federal & State payroll tax deposits Guaranteed 31 We print, sign, and deliver local forms Guaranteed 31 We make local payroll tax deposits Guaranteed 31 W-2 printing and delivery Workers compensation tracking Hardcopy compatible W-2 forms with filing instructions* * Free W-2 offer when subscribing to Sage Peachtree Simple Payroll or Sage Peachtree Select Payroll by December 17, Each Sage Peachtree customer ordering or renewing a payroll service will receive free W-2 forms (quantity based on the number of employees not to exceed 500). Form No. LW2BLANK4: 4-Up plain perforated paper with filing instructions on back. Compatible envelopes sold separately. Must provide valid address at the time of the Sage Peachtree Simple Payroll or Sage Peachtree Select Payroll order to receive redemption certificate. Free standard shipping only. Non-transferable. Limit one FREE W-2 redemption offer per customer. 18

20 Customer Solutions Guide Additional Tools for Your Business Sage Peachtree Checks & Forms Guaranteed to be 100% compatible with Sage Peachtree accounting solutions 33 and can be customized to include company logos and more. Checks, envelopes, invoices, statements, mailing labels, and tax forms are available. Additional fees apply. Accept Credit Card Payments Using Sage Peachtree Payment Solutions 34 Enables businesses to easily accept and authorize credit card payments, whether or not a card is present. Additional hardware may be required. Sage Peachtree Payment Solutions works with existing bank and merchant accounts. Sage Peachtree Remote Access powered by GoToMyPC 35 Securely access your office computer and all your network resources from any Internet connection. From home. While traveling. Anywhere, anytime without missing a beat. 30-day free trial. Sage Peachtree Online Backup Service powered by Iron Mountain 36 Help keep your company s financial data safe with off-site storage. 100 MB is free with Sage Peachtree 2011 and each subsequent upgrade. You can now protect your critical information against hardware failures and catastrophic events. Sage Peachtree Online Bill Pay 18 Avoid duplicate efforts and reconciliation errors. Pay bills directly from within the software using your existing bank account. Pay any U.S. company or individual, and schedule the exact day funds are transferred. Sage Peachtree Online Meeting 35 Present, demonstrate and collaborate over the Internet without ever having to leave your office. Your meeting attendees instantly see what s on your computer desktop. It s like meeting in person but less expensive and a lot less time consuming. Sage Peachtree Third-Party Add-on Solutions 37 Customers can choose from a variety of third-party add-on solutions developed to enhance their Sage Peachtree accounting solutions. Barcode, ecommerce, and Point-of-Sale applications are among the products available. Visit for a complete list of third party add-ons. ACT! Link for Sage Peachtree 38 With ACT! Link for Sage Peachtree, customers can easily synchronize key data between their Sage Peachtree accounting solution and ACT! by Sage contact and customer management solution. 19

21 Accuracy. Control. Results. System Requirements Recommended System Configuration 1 GHz Intel Pentium III (or equivalent) for single user and 1.8 GHz Intel Pentium 4 (or equivalent) for multiple users 512 MB of RAM for single user and 1 GB for multiple users Sage Peachtree Quantum: 2.8 GHz Intel Pentium 4 (or equivalent) for the workstation and 3.4 GHz Intel Pentium 4 (or equivalent) for a Quantum Server 2 GB of RAM for the workstation and 2 GB RAM for a Quantum Server Minimum System Requirements At least 1 GHz Intel Pentium III (or equivalent) for single user and multiple users Sage Peachtree Quantum: 1.8 GHz Intel Pentium 4 (or equivalent) for single user and multiple users 512 MB of RAM for single user and multiple users Windows XP SP2 or Windows Vista SP1 or Windows 7 1 GB of disk space for installation Internet Explorer 6.0 required; Internet Explorer 7.0 and 8.0 supported Microsoft.NET Framework CLR 3.5 Requires an additional 280 MB to 610 MB At least high color (16 bit) SVGA video; Supports 1024x768 resolution with small fonts required 2x CD-ROM All online features/services require Internet access with at least a 56 Kbps modem Integration / Compatibility Requirements Excel, Outlook and Word integration requires Microsoft Excel, Outlook and Word 2002, 2003 or 2007 Outlook Sync supported in Exchange 2000 SP2, 2003, 2007 and 2010 Printers supported by Microsoft Windows XP / Vista / 7 In-product demos require Macromedia Flash Player Adobe Reader 9.0 required Crystal Reports 2008 SP1 requires installation of Sage Peachtree Premium Accounting or Sage Peachtree Quantum Additional 300 MB of available disk space is required. Multi-User Multi-user environments are supported in Sage Peachtree Complete Accounting and higher Multi-user mode is optimized for Windows Server 2003 or Windows Server 2008 client-server networks, and Windows XP/Vista/7 peer-to-peer networks A maximum of 5 licensed named users are allowed. A named user account is granted a license when selected in the user maintenance screen 1 GB of disk space for installation of components on server. Sage Peachtree Quantum: A maximum of 40 licensed, named users are allowed. A named user account is granted a license when selected in the user maintenance screen 1 GB of disk space for installation of components on the server Terminal Services Terminal Services available in Sage Peachtree Complete Accounting and higher versions. Windows 2003 or 2008 Server along with Remote Desktop Connection or Remote Desktop Web Connection client is required to run in a Windows Terminal Services environment. No more than five named users. Terminal Server requires additional memory when more than one user is running under Windows Terminal Services. An additional 21 MB RAM is recommended for each additional user. Other Requires customer registration and acceptance of Sage License Agreement for Sage Peachtree Accounting Software Products 20

22 Customer Solutions Guide Sage Peachtree Disclaimers Disclaimer Number Feature Disclaimer 1 Sage is not liable or responsible for any fines or penalties that may result from errors in your company accounting records. The Internal Accounting Review is not intended to uncover all questionable transactions. 2 Requires Microsoft Excel, Word and Outlook 2002, 2003, or Compliant tax forms and tax tables require a subscription to Sage Peachtree Simple Payroll. For details see or call Annual subscription fee includes the latest federal tax law changes plus coverage of two states of your choice and over 230 federal and state forms. Year end payroll tax forms (such as W-2s and 1099s) are updated at the end of the calendar year. Forms manually filed where electronic filing is unavailable. One employer identification number ("EIN") per subscription (if you have more than one EIN, please call ). Registration, authorized signature, Internet access, and valid address required. W-2 form delivery to employees requires additional fees. Additional fees may apply for late filing. Subject to third party terms and conditions. Forms for PR and US VI are not supported. Not available with Sage Peachtree First Accounting. 5 Includes over 230 federal and state forms. Requires subscription to Save Peachtree Simple Payroll or Sage Peachtree Select Payroll. Not intended for use with dot matrix printers. Forms for PR and US VI are not supported. 6 Regulatory compliance requires paid subscription. Additional fees apply for more than 200 assets. 7 You must purchase one single-user box per named user or one Multi-user Edition for up to five licensed named users. See System Requirements. For greater than 5 licensed named users visit 8 Multi User licenses available in of packs of 5, 10, 15, 20, 30 or 40. A maximum of 40 licensed, named users is allowed. Only the first 40 named users selected in the user maintenance screen are considered licensed, named users. 9 The Sage Peachtree Business Care Plan (which includes product upgrades, updates, and customer support) will be renewed automatically each year on the anniversary date of your purchase unless you terminate your agreement prior to that date. Renewal is not required to continued access to product updates for supported versions. 10 Retainage is available only in companies using accrual based accounting. 11 New customers receive 30 days of free on-line training upon signing up with Sage University. Must sign up within 6 months of product registration. 12 Requires Microsoft Outlook 2002, 2003 or 2007; Outlook Express 5 or 6; other MAPI compliant programs. 13 Internet access required. Your bank may charge a fee to download statements. 14 Internet access required. 15 Additional fees apply. Registration, authorized signature, valid address, Internet access, and credit card required. May be subject to approval. Features and fees vary by solution. Compliant tax forms and tax tables require a subscription. Forms for PR and USVI are not supported. For details see or call Versions Excludes conversion of QuickBooks individual payroll transactions. For additional information on conversion limitations, please visit 17 Includes Sage Exchange, which is certified to the Payment Card Industry Data Security Standards (PCI-DSS). Requires Internet access. 18 Subject to approval and to Sage terms of service. Additional fees, internet access and checking account required. 19 UPS functionality is subject to UPS terms and conditions. Internet access required. 20 Outlook Sync supported in Exchange 2000, 2003 and

23 Accuracy. Control. Results. Disclaimer Number Feature Disclaimer 21 Sage Peachtree does not impose a hard limit on database capacity, however, individual performance will vary depending on actual number of transactions, database size, and number of concurrent users. Data management efficiencies are also realized in the Sage Peachtree 2011 products. 22 Customer Support Analysts are available from 8:30 a.m. until 8:30 p.m. ET Monday-Friday, and reserve the right to limit calls to one hour or one incident. 23 Sage will assist with the management of Sage Peachtree data in Microsoft Excel 2002, 2003 and Not all data can be repaired. Data Repair Specialists reserve the right to determine whether the issue can be resolved using internal tools and processes. In some cases, you may be referred to a third party which could result in additional fees. The Data Repair Service requires that a complete backup of your data be sent to Sage. 25 The Password Recovery Service requires a signed Letter of Consent from a legally authorized user in order to recover the ID or password. 26 Annual subscription fee includes the latest federal tax law changes plus coverage of two states of your choice and over 230 federal and state forms. Year end payroll tax forms (such as W-2s and 1099s) are updated at the end of the calendar year. Registration, Internet access, and valid address required. Forms for PR and US VI are not supported. Not available with Sage Peachtree First Accounting. 27 Free support provided for currently supported products. Support specialists reserve the right to limit a call to one hour or one incident. 28 To ensure continuous service, subsequent years will be automatically billed to the same credit card each year on the anniversary date of your purchase at the then current rate after notifying you 30 days in advance of your anniversary date. You may terminate the plan with at least 7 calendar days notice prior to your renewal date and not be charged for the renewal. 29 May be up to 24 hours for response during times of increased volume. 30 Subject to approval. Additional fees, Internet access. Not available with Sage Peachtree First Accounting. 31 CompuPay will pay any tax penalties for inaccurate or late tax remittances and filings as long as the data provided is on time, complete and accurate and your accounts are properly funded. 32 Subject to approval and to Sage terms of service. Additional fees, Internet access and credit card required. Not available with Sage Peachtree First Accounting. 33 Payroll tax forms are 100% compatible when using Sage Peachtree Simple Payroll or Sage Peachtree Select Payroll. 34 Subject to approval and to Sage Peachtree Payment Solutions terms and conditions. Additional fees, including swipe terminal for card present transactions, Internet access, and credit card required. 35 Additional fees, Internet access and credit card required. Subject to third-party terms and conditions. Price is subject to change. 36 Includes access to 100MB of storage space for one year from date of installation. Upgrade to next Sage Peachtree release required to continue free yearly service beyond initial term. Subject to third party terms and conditions. Internet access required. Terms, conditions, pricing, features and service options subject to change without notice. Windows Server 2003 and Terminal Services are not supported. 37 The products and services highlighted as a Sage Peachtree Add-On Product have undergone a product review by Sage developers. Add-on Partners are third-party vendors. Sage and its affiliates are in no way liable or responsible for claims made related to the products or services produced by third-party vendors. Sage does not guarantee the quality of third-party products or services. Please direct your inquires regarding add-on product warranties to the appropriate third-party vendor. 38 Internet access required. Must have a license for ACT! by Sage version 2008, 2009, or

24 Sage 1715 North Brown Road Lawrenceville, GA Sage Software, Inc. All rights reserved. Sage, the Sage logos, Peachtree, the Peachtree logo, Your business in mind., Accuracy. Control. Results. and the Sage product and service names mentioned herein are the registered trademarks or trademarks of Sage Software, Inc. or its affiliated entities. Business Objects and the Business Objects logo, Business Objects and Crystal Reports are trademarks or registered trademarks of Business Objects in the United States and/or other countries. UPS, the UPS brandmark and the Color Brown are trademarks of United Parcel Service of America Inc., Windows and the Windows logo are trademarks or registered trademarks of Microsoft Corporation in the United States and/or other countries. All other trademarks are the property of their respective owners B41104