Course Description

Dating back to the 1970’s, Sage 50/Peachtree software has a rich tradition of bringing innovations in accounting software to small businesses across the United States. In this seminar, you will learn how to put recently introduced features to work, the right way, in order to manage your business – or that of your clients’ – more efficiently and effectively.

This is not a class on how to perform basic data entry functions in Sage 50/Peachtree, but rather, it is a class designed to show you how to take advantage of key Sage 50/Peachtree features such as Internal Accounting Review, Workflow, Business Intelligence, My Dashboard, Real-time Alerts, Multi-year Reporting, and Inventory Management. If you are currently using or supporting Sage 50/Peachtree software, or are considering implementing Sage 50/Peachtree, you should take advantage of this opportunity to learn how to make the most of Sage 50/Peachtree software.

Course Information

CPE Credit: Recommended for 8 hours Specialized Knowledge and Applications

Instructional delivery method: Group-live demo and discussion using color computer projection – NOT a hands-on course

Prerequisites: Basic understanding of computers and accounting software

Program level: Intermediate

Advance preparation: None

Who should attend: Accounting and financial professionals who desire to learn about the key advanced features in Sage 50/Peachtree software and how to put these features to use to manage more effectively

Learning Objectives

Upon completing this course, participants should be able to:

  • Describe and use key features in Sage 50/Peachtree that enable companies to optimize their investment in inventory
  • Implement Sage 50/Peachtree’s Business Intelligence and Analytics tools to supplement traditional financial reporting processes
  • Enhance internal controls in Sage 50/ Peachtree by properly setting up users and by taking advantage of the Internal Accounting Review
  • Create sophisticated financial and operational reports using Sage 50/Peachtree’s reporting tools
  • Utilize Sage 50/Peachtree’s Workflow tool to streamline the flow of transactions within the system
  • Migrate toward a “paperless office” by taking advantage of Sage 50/Peachtree’s document storage and management tools
  • Track costs to specific jobs and projects, including costs that should be passed-through and re-billed to customers

Dates & Locations

Event Date Location Sponsor Name