Sage ACT! Premium - AddOns - DATAPLUSby HD for Peachtree

ACT! by Sage Premium and Peachtree

DATAPLUSby HD provides the following data from Peachtree into ACT!:

ACT! Database

• ACT! database with all the necessary fields

Company/Contact Field level:

Company Level
• Customers & Vendors
• Companies & Divisions
• Companies Linked or Associated with respective Contacts!
• Financial Info Tab: Financial data and statistics
  • Accounts Receivable/Payable Information
  • AR / AP Aging
  • Quote History
  • Terms / Credit
  • Invoice/Sales & Purchase Orders History
    • Monthly sales last four years with totals
    • Prior & Current year comparison
    • Prior YTD & Current YTD comparison
    • Sales Order Open
    • Purchase Order Open
• Company Info Tab: Field information relating company
  • Additional Customer information
  • Additional Vendor information
  • Time Ticket Information
• DataPlus tab (Drill down live information)

Contact Level
• Customers, Contacts, Vendors & Employees
• Related Contacts linked or associated with company in company level
• Contacts Linked or Associated with respective Companies!
• Financial Info Tab: Financial data and statistics
  • Accounts Receivable/Payable Information
  • AR / AP Aging
  • Quote History
  • Terms / Credit
  • Invoice/Sales & Purchase Orders History
    • Monthly sales last four years with totals
    • Prior & Current year comparison
    • Prior YTD & Current YTD comparison
    • Sales Order Open
    • Purchase Order Open
• Company Info Tab: Field information relating company
  • Additional Customer information
  • Additional Vendor information
  • Time Ticket Information
• Sales Info Tab: Field information relating sales representative
  • Monthly sales last four years with totals
• DataPlus tab (Drill down live information)

Company/Contact Live Data 1: DataPlus Tab

Peachtree
• Contact
• Contact Customer
• Customer
• Employee
• Prospect
• Vendor

Accounts Receivable
• Customer AR Outstanding
• Customer AR Outstanding Prior Year
• Customer Bad Debt
• Customer Financial Information
• Customer Information
• Customer Invoice
  • Customer Invoice Details
• Customer Invoice Outstanding
  • Customer Invoice Details
• Customer Invoice Past Due
  • Customer Invoice Details
• Customer Invoice Unprinted
  • Customer Invoice Details
• Customer Item Sold
• Customer Job
• Customer Quote
  • Customer Quote Details
• Customer Quote Open
  • Customer Quote Details
• Customer Receipt
  • Customer Receipt Details
• Customer Sales Order
  • Customer Sales Order Details
• Customer Sales Order Open
  • Customer Sales Order Details
• Customer Sales Rep Commission

Accounts Payable
• Vendor Credit
• Vendor Invoice
  • Vendor Invoice Details
• Vendor Invoice Outstanding
  • Vendor Invoice Past Due
• Vendor Invoice Waiting On Bill
  • Vendor Invoice Details
• Vendor Payment
  • Vendor Payment Details
• Vendor Purchase Order
  • Vendor Purchase Order Details
• Vendor Purchase Order Open
  • Vendor Purchase Order Details
• Vendor Returns

Employee
• Employee
• Employee Commission
• Employee Payroll
  • Employee Payroll Details

Sales Tax
• Sales Tax Authority
• Sales Tax Authority Report

Prospect
• Prospect
• Prospect Quote
  • Prospect Quote Details
• Prospect Quote Open
  • Prospect Quote Details

Inventory
• Customer Item Sold
• Item
• Pick List
• Vendor Item
• Vendor Item Purchased

Jobs
• Customer Job
• Job
• Job Active
• Job Profitability

Time Ticket
• Time Ticket
• Time Ticket Current Monty
• Time Ticket Open
• Time Ticket Prior Month

Company/Contact Drill Down Data: DataPlus Tab

Peachtree Company
• Cash Account Register
• Cash Account Register Current Month
• Cash Account Register Last Month
• Chart of Accounts
• Chart of Accounts Balance
• Chart of Accounts History
• Chart of Accounts History Current Year
• Chart of Accounts Prior Year
• Events
• GL Trial Balance
• GL Trial Balance Prior Year
• GL Trial Balance Prior Year 2
• Inventory List
• P & L

Export
• Export DataPlus views to Excel spread sheet for data manipulation?

Customization
• We will build custom views to support your companies specific needs!

1 When data is changed in Peachtree, Peachtree data is immediately updated in ACT!. There will be a short delay for the data to be refreshed.