1	"Case Study of Peachtree 2007" Case Study of Peachtree 2007 As used in a service based business By J. O’Brien JCS Computer Resource, Inc.
2	Case Study – Service Company Model Debbie, Office Manager was faced with the following situations: 1. Had difficulty in tracking appropriate expenses including payroll hours to jobs/projects for cost accumulation 2. Current processes required duplicate entry, resulting in incorrect and missing information when invoicing material, outside processes and hours to jobs/projects for revenue accumulation 3. Manually processing, reporting and paying federal and state payroll taxes for the company 4. Were unable to easily get profitability by client and job/project
3	Peachtree Software Solution: Use Time ticket entry feature to eliminate duplicate entry & minimize mistakes Use Expense ticket entry feature to eliminate duplicate entry & minimize mistakes When creating customer invoices we would then be able to select from previously entered list of items to be billed - no re-keying She could then track unbilled items for work in process reporting Use Select for Payroll Entry- Hours worked accumulated no re-keying Setup the Job Costing Module to track profitability by project broken down by material, labor and outside services
4	Peachtree Time Ticket Entry
5	Peachtree Expense Ticket entry
6	Auto Select tickets to create customer invoices Invoice items created from time ticket entry no re-keying Invoice items created by expense ticket entry no re-keying Never forget to bill time and expenses & track unbilled WIP Optionally mark up time and expenses during invoicing
7	Select time for payroll entry – no re-keying
8	Peachtree Payroll Tax Service benefits Process and print payroll checks in just minutes in house Allocate hours and overhead burden to multiple jobs for multiple pay rates by employee Annual tax table updates for all states can be purchased from Sage - guaranteed to be compliant with Federal/State tax laws “New” Print-N-Sign tax forms – saves time, reduce errors no – re-keying, no manual creation of 941s W2s 1099s
9	Results: H & M Demolition Companies Eliminated duplicate entry of data for invoicing and payroll Did not lose transactions to be invoiced to clients Can now easily report profitability by Consultant, department, job/project and company Also available is multiple company consolidated profitability The correct payroll taxes are calculated and paid Results: savings of 5+ man hours per week and a decrease in paperwork being generated, reduced errors & had better controls Debbie is a 1 person office working for a 5 person company
10	Customizing Peachtree “New” Business Status Center Overview Over 100 chart of account business templates to choose from Custom Fields and Type fields Over 100 Customizable Standard Reports Over 75 Customizable Forms, Financials & collection letters Crystal reports – Tool used to build your own custom reports Report Groups – makes printing the reports faster Functionality varies by product and some functions are only in Premium, Vertical or Quantum Products
11	Business Status Center - Customizable
12	New Custom Fields – report on custom fields Customers – 5 custom fields Vendors – 5 custom fields Inventory Items – 5 custom fields Employees – 5 Custom fields Jobs – 5 custom fields “New” select and report on custom fields Type Fields – user definable table for selecting and reporting of data for Customers, vendors, inventory items, employees and jobs
13	Easily Customize all Forms & Financial Statements Statement of cash flows Budgets – “New” unlimited Report Budgets vs actual Profit and Loss Statement – can be customized Print to a PDF and e-mail all forms Export all reports to Excel Drill down to see detail from summary lines Functionality varies by product and some functions are only in Premium, Vertical or Quantum Products
14	Statement of Cash Flow–Built in as a Standard Form
15	“New” Budgets – unlimited number of budgets
16	Profit & Loss – Report any Budget to Actual
17	Key features make Peachtree an easy decision for accounting needs – easy to use – easy to make corrections Security – by user - you select - no access, view only, add, edit or full access by individual entry and/or reporting function Audit trail – records all entries and changes made to your company data Internal Accounting Review – Runs up to 15 reviews of customer data, used as a tool to report common transaction mistakes, and potentially suspicious transactions Synchronize with ACT! – live accounting data feeds sales opportunities Synchronize with Outlook© – customer and vendor information updated one time, one place, helps you stay organized
18	Peachtree grows with your business - easy upgrade Peachtree Pro - Introductory Level – fast startup Peachtree Complete Accounting – Manage your accounting, multi-user options Peachtree Premium – Provides advanced accounting features with Crystal Reports Peachtree for Construction - Job costing, progress billing, retention, insurance Peachtree Manufacturing – Manage inventory for job shops & make to stock Peachtree for Nonprofits – Donor/grantor management, report by funds Peachtree for Distribution – Flexible inventory pricing, interface with UPS Peachtree for Accountants – Create, open, modify and save client data Web Site Trader / Creator – Create web site, take and process orders no re-keying “New” Peachtree Quantum – High transaction volume, all vertical features
19	Peachtree 2007 General Business Solutions
20	Peachtree 2007 Industry Solutions
21	Peachtree by Sage - Quantum The 4 main attributes of Peachtree Quantum are: Top-of-the-Line More Speed Increased Capacity For a free demo 866/467-7672
22	"Peachtree Introduction training class Sample" Peachtree Introduction training class Sample Introduction covers default Setup and data file entry / maintenance General Ledger – System Defaults, setup chart of accounts, beginning balance Accounts Receivable – system defaults, setup customers, beginning balances Accounts Payable – System defaults, setup vendors, beginning balances Payroll – System defaults, setup employees, beginning balances, tax files Inventory – System defaults, setup inventory items, beginning balances 866/467-7672 choose from 13 classes www.jcscomputer.com
23	"Peachtree intermediate training class Sample" Peachtree intermediate training class Sample Intermediate covers daily operations and reporting General Ledger – Journal entries, recurring entries, closing the month, Financial reports, general ledger reports Accounts Receivable – quotes, orders, sales invoices, cash receipts, accounts receivable reports Accounts Payable – purchase orders, accounts payable invoices, check processing, accounts payable reports Payroll – Processing payroll, voiding checks, printing quarterly, printing yearly forms and reports Inventory – Inventory adjustments, creating assemblies, creating work tickets, printing work tickets and reports 866/467-7672 Choose from 13 classes www.jcscomputer.com