Its an easy drag and drop to import and to link.

You can drag individual  Peachtree items to AyaNova using PTI, as well as can drag multiple items at a time.

Using the import feature, data is only entered once and ensures that the AyaNova items match the Peachtree items to facilitate converting AyaNova work orders into Peachtree invoices automatically.

Its an easy drag and drop to import and to link.

AyaNova PTI can import AyaNova client and vendor data into Peachtree . An example is a new client requests service. Their client information is entered into AyaNova. When it comes time to invoice in Peachtree, you can just import that AyaNova client's information into Peachtree without the need to manually re-enter all of the client information again in Peachtree.

Its an easy drag and drop to link existing AyaNova data with existing Peachtree data.

Or just select the Auto-Link menu option. 

Linking is different from importing in that the original AyaNova record is preserved as-is and is marked internally with the record in Peachtree that it matches to.

This is also useful when you have records in AyaNova that differ from Peachtree. For example, you may have multiple clients in AyaNova that represent separate locations for service but want to link them all to a single Peachtree client for billing.

This is also useful if you have many pre-existing items in AyaNova as you can link them to Peachtree records without losing their historical data as you would if you started with newly imported items.

If you have already entered in items (clients, parts, rates) into AyaNova, if they have the exact same name or number as in Peachtree, they can be auto-linked instead of having to be manually individually re-linked.

If you have already imported and linked items into AyaNova via PTI from Peachtree, and you edit the price information in Peachtree (or AyaNova), you can update the price information for Parts in AyaNova (or Peachtree) just before invoicing with a easy selection.

AyaNova PTI can be used to quickly and easily turn AyaNova work orders into Peachtree invoices. All billable items in an AyaNova work order can be exported into an invoice in Peachtree.

This saves re-entering data manually because the data in the service workorder is directly converted to a Peachtree invoice without any retyping of information.

AyaNova PTI work order export into Peachtree invoice has the following features:

Set descriptive text from the AyaNova service workorder to display on the Peachtree invoice

Although we encourage that  your customer receives a AyaNova service workorder report that details all service information, you do have the option to have descriptive text from the AyaNova service workorder display on the Peachtree invoice.

This includes many different fields from the AyaNova service workorder from the workorder number to the labor details.

Easily consolidate billable service workorders for the same Peachtree client, or simply select to invoice out each service workorder individually.
 

AyaNova PTI settings can be changed at any time.

Set the billable workorder status service workorders are that are ready for billing to distinguish from those not yet to be billed.

Set the workorder status the service workorder is changed to to distinguish it from service workorders not yet invoiced.