Use of this online manual:
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This online manual provides information on configuring and setting up the optional AyaNova PTI (PeachTree Interface), mapping and linking information between AyaNova and PeachTree, and invoicing ready-to-be invoiced AyaNova workorders via PeachTree using PTI.
Screenshots depicted in this manual may not display exactly as your copy of PTI does, as dependant on screen size and skin in use.
You should be familiar with the AyaNova program and with using PeachTree before using PTI
Review the AyaNova Help along with the trial AyaNova program if you are not yet familiar with the AyaNova program.
The PTI ( PeachTree interface) is an add-on application for use with AyaNova service management software as a stand-alone application that works between the AyaNova database and PeachTree company data file.
AyaNova PTI uses the latest software interface provided by Sage Software for automating access to PeachTree.
AyaNova PTI has the following features:
| • | Import clients, vendors and items from the PeachTree company data file into the AyaNova database |
| • | Import clients and vendors from the AyaNova database into the PeachTree company data file |
| • | Link existing AyaNova data with existing PeachTree data |
| • | Synchronize linked parts pricing between the AyaNova database and the PeachTree company data file at the time of invoicing |
| • | Export data from AyaNova service workorders into PeachTree invoices |
| • | Consolidate multiple AyaNova service workorders into one PeachTree invoice |
Import clients, vendors and items from the PeachTree company data file into the AyaNova database
This way 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.
Import clients and vendors from the AyaNova database into the PeachTree company data file
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 again in PeachTree.
Link existing AyaNova data with PeachTree data
If you already have the same clients, vendors and/or items entered in both AyaNova and PeachTree, just link the existing data.
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 as in PeachTree, they can be auto-linked instead of having to be manually individually re-linked.
Synchronize linked information between the AyaNova database and the PeachTree company data file
If you have already imported and linked parts into AyaNova via PTI from PeachTree, and you edit the price information in PeachTree or AyaNova, you can synchronize the price information for Parts in AyaNova just before invoicing.
Export data from AyaNova service workorders into PeachTree invoices
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:
| ▪ | Auto select work orders for billing based on AyaNova status. |
| ▪ | Price protection for parts: AyaNova PTI flags part prices that differ in AyaNova from PeachTree. You can accept the difference, or change the AyaNova service workorder, or change the AyaNova item price, or change the PeachTree price to match the AyaNova service workorder - with a click. |
| ▪ | Automatically ensures that work orders contain only items that are recognized by PeachTree. If an item has not yet been linked to PeachTree you can link it quickly and easily. |
| ▪ | Set descriptive text to include on invoice for the work order – such as work order number, Quick Description field from work order, unit (client equipment) selected within work order, labor details, etc |
| ▪ | Choice of invoicing out per service workorder, or consolidate service workorder billable information into one invoice for the same client |
Consolidate multiple AyaNova service workorders into one PeachTree invoice
Easily consolidate billable service workorders for the same PeachTree client, or simply select to invoice out each service workorder individually.
PeachTree is a registered trademark of Sage Software, Inc. and its affiliated entities.