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Complete Guide to Sage / Peachtree Accounting
Sage Accounting / Peachtree Accounting
Sage Software develops Peachtree accounting software for small and medium-sized businesses (SMBs). Peachtree allows comptrollers and managers to automate and manage a wide range of accounting tasks.
Sage / Peachtree Accounting's powerful features include cash flow and invoicing
Cash Flow Manager is a powerful billing system that gives you a quick snapshot of your cash flow. It shows your cash account balances as well as predicted cash inflows and outflows. It provides a detailed view of your finances when needed.
Change the cash flow settings to get a more thorough financial picture. Change the time frame to view transactions for a given time window, or filter by transaction type, such as invoices, quotations, and purchases. You can also include adjustment lines and amounts to predict probable future income and spending.
Banking and Payments
Accounts payable and banking include purchase orders, invoices, payments, bank inputs, and account reconciliation. Furthermore, it is fully connected with the inventory management system. To eliminate data entry, automate any of the aforementioned operations.
Manage payments and connect to your bank feeds for complete account and financial visibility. Automatic reconciliation eliminates the need for manual data entry and makes payment acceptance easier. Screen reader support is enabled.
Advanced inventory management
Know what you have on hand and what you need to buy. View the number of items in stock and keep track of buy orders. Use inventory things to make it easy to enter transactions and keep track of cost and quantity.
Job pricing
Learn more about all of your efforts and occupations, as well as your spending and whereabouts. View how long it takes to finish your jobs and projects and estimate your earnings each work. With ease, create assignment records, stages, and cost codes. Job expenses should be tracked throughout the purchasing, inventory adjustment, payroll, and other procedures. Throughout the length of a project, print reports to calculate the total amount spent and net revenue owed for each project.
You can build reports that provide this data if you utilize phases or cost codes, indicating whether a project is above or under budget for each phase or task. You can limit expenses by modifying a phase or job prior to the project’s conclusion.
Payroll
Payroll operations can be streamlined for your employees by using direct deposit, pay cards, and direct-deposit checks. Keep an eye on employee records, such as the payroll payments you make and the payroll taxes you receive.
Use the Payroll Setup Wizard and employee defaults to get Sage Payroll up and running quickly. You can also handle complicated payroll tasks like tracking employee tips and managing vacation and sick time. Paychecks can be created for employees who submit time tickets for hours spent on projects throughout a payroll period based on the hours documented on time tickets.
Reporting
Use over 150 reports, including those for construction, manufacturing, and distribution. Obtain the information needed to make sound business decisions. With a single click, you may access reports on payables, receivables, sales taxes, expenses, earnings, inventories, payroll, and employment.
You can also create new reports, search for text inside presented reports, and narrow down to transactions. You can also use filters to create customized views. You can group and print several reports, financial statements, and views using report groups. When you need to print many reports or schedule the printing of reports, use report groups.
Why Do You Require Sage/Peachtree Training?
Sage / Peachtree software has various benefits, and if you know how to use it correctly, you will be a valuable asset to your company and your clients. If you work in the accounting department of your firm or for a financial services organization, mastering Sage / Peachtree might be an excellent way to demonstrate to your management that you are ready for a promotion to a position with greater responsibility.
If you want to work as a business accountant, you need show that you are the most valuable asset imaginable. Adding Sage / Peachtree software expertise to your CV could be the differentiating factor that distinguishes you from the competition and earns you the desired position.
If you are a business manager, Sage / Peachtree software can provide you with the competitive advantage you require by allowing you to service your clients faster and more effectively than ever before. It may be advantageous for you to understand how to utilize this program appropriately and to teach your personnel in its proper application.
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