You can now store an unlimited number of contacts per company and a handy new Contacts tab tracks details on multiple contacts within a company.
A new “Item Sales History by Customer” report helps you analyze what customers are buying. And you can drill down and view underlying data as well as export customer information to Excel for further analysis. The convenient Customer Management Center compiles and displays client information in a single place and lets you look up customers by any shard of contact information and filter the results by date.Īn intuitive, customizable dashboard displays key customer information such as invoices, converted and unconverted quotes, receipts, time tickets, aged balances, items sold and more. The tool can potentially provide you with key data to assist in your decision making.Ī new transaction history lets you see just about everything that’s related to a particular customer or vendor at any point in the sales or purchase process, even letting you view forward from a quote to a receipt or backward from a payment to a purchase order.
Peachtree accounting software reviews upgrade#
But the bigger question is: Are you getting a lot for your upgrade money? That’s more of a perhaps.īusiness analytics offer a great new feature that lets you view current financial trends and compare how your company is performing against others by weighing total revenue, gross margin and more. Will these new features make your business life easier? Probably. This year, Peachtree offers “expanded capabilities around customization, access and control.” And there are new features that help you refer to industry and company information, better track inventory and customers and to apply stronger security. The Dashboard provides a first-rate overview of your business and a means to access graphs, reports and other key information.
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