Archive for Peachtree

Creating Labels Using Peachtree

While holiday season is the most common time to do a mass mailing, you may also need to do this at other times. Whatever software you are using, there is generally a way to create address labels so that you don’t need to re-key data. In this series of blog posts we show how to create address labels using the different programs with which we work.

When using Peachtree you can create labels for Customers, Vendors or Employees.

1) From the top menu bar click on Reports & Forms then click on Forms and choose the group for which you want to create labels.

2) For Customers, Peachtree provides several pre-designed forms including 1 x 10, 3 x 10, continuous and Shipping Address labels. The Customer Labels 1 x 10 and 3 x 10 are set to use the Bill to Address. The 3 x 10 format matches the Avery Standard 5160 labels.

3) The primary customization you might want to do is to change the font. You can Preview prior to Printing your labels.

Previewing of labels, prior to printing is highly recommended to verify that the fields chosen show as you expect. It is also recommended that you print one sheet to paper and hold it over your labels to make sure everything lines up correctly before you start.

If you need help in creating labels or setting your search criteria, please call us at 203-254-7736.

Peachtree 2012 Update

Spending money on upgrades is rarely the first choice of a firm, but running an older unsupported version or getting new hardware often means looking at updates. When there are new features that can benefit your business, the upgrade becomes appealing.

Sage Software has recently released a new version of Peachtree software.

Peachtree 2012 was designed to make increase productivity by making it easier for you to find the information you need and to resolve issues when they occur.

While Peachtree has long had the ability to memorize invoices or setup recurring transactions, this requires advanced planning and may be more complex than your firm needs. The new ability to copy previous transactions can substantially save time and reduce errors.

Previous versions of Peachtree added the customer management center to allow you to quickly find customer information and improved customer relationship management. Peachtree v2012 takes this the new step and offers the same benefits to vendor management with the addition of a vendor management center. You can quickly find responses to vendor questions and identify relationships where volume might allow you to negotiate savings.  There’s also a new inventory and services management center to provide the information you need to evaluate your business more quickly.

For new users, or those moving into a new area of the program, the Sage Advisor can help you with learning in a friendly, available when you need it environment.

In developing Peachtree v2012 the developers went an extra step to help you keep Peachtree up and running. The new system check feature helps with preventative maintenance and, when errors do occur help is more readily available.

With the use of dashboards users and management can customize the system to show the information critical to them. By adding on Sage Peachtree Business Intelligence users now have the ability to customize real-time data with Microsoft Excel based business reports.

Expanded Payroll Features improved transparency, including the 2010 Health Care Act.

The decision to upgrade to a new version of Peachtree is one best made by the users. We, at Time & Cents Consultants, recommend that our clients be on a supported version. While the definition varies by vendor, it is generally defined as the three most recent versions. With new computers running Windows 7, Office 2010 and new versions of Adobe, upgrading your business applications may make sense.

If you choose not to upgrade at this time, Time & Cents Consultants will be happy to continue to help you for as long as we are able!