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[PTI Features] [Requirements]
[How it works] [Licensing]
[Trial]
See below for more information on the features
PTI - Peachtree interface with AyaNova service management & work
order software.
We encourage you to review the
AyaNova PTI
Help which provides detailed information on
all features as well as screenshots and tips on use.
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Peachtree Integration optional add-on
features:
 | Import Peachtree clients, vendors and
items into AyaNova (more info...) |
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| Import AyaNova clients and vendors into
Peachtree (more info...) |
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| Fix
unlinked objects and/or parts with differing pricing
easily before invoicing
(more info...) |
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| Create Peachtree invoices from billable
AyaNova workorders (more info...) |
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| Set
descriptive text to display on the
Peachtree invoice
(more info...) |
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| Consolidate multiple workorders into one
Peachtree invoice (more info...) |
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Import clients, vendors and items from the
Peachtree company data
file into the AyaNova database
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.
Check out more details in the
PTI Help file
Import clients and vendors from the AyaNova database into the
Peachtree company data file
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.
Check out more details in the
PTI Help file
Link existing AyaNova data with existing
Peachtree data
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.
Check out more details in the
PTI Help file
Fix unlinked objects and/or parts with differing pricing easily
before invoicing
When PTI displays the list of workorders that
are ready for invoicing, it will advise you if anything in the
billable workorder does not have linked objects (i.e. the client
is not linked between AyaNova and Peachtree, etc) or if a price
in Peachtree is different than that in AyaNova so that you can
easily fix it before invoicing.
Check out more details in the
PTI Help file
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. |
| Apply discounts set to part prices in AyaNova for a specific
workorder to the invoice |
| If a labor item in an AyaNova workorder has been banked via
Banked Service, PTI will invoice the labor item at 0$ amount. This way, if
your client has pre-paid for service, and you have banked the
service charges against their pre-paid amount, the client will
not be re-billed for that service in a Peachtree invoice. |
| 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 by default
consolidate service workorder billable information into one
invoice for the same client |
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.
Check out more details in the
PTI Help file
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.
Check out more details in the
PTI Help file
Preset
AyaNova and Peachtree settings to use
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.
Check out more details on setting PTI Preferences in the
PTI Help file
How it works
The PTI program acts as a "bridge" between your
Peachtree company
data file and the AyaNova database.
The PTI program does not itself maintain any data. All
settings are maintained in the AyaNova database.
PTI queries the Peachtree company data file that is running
for its customers, vendors and items; and queries the AyaNova
database for its clients, rates, parts and vendors and billable
service workorders.
Use PTI to easily drag and drop AyaNova and Peachtree
objects for linking and importing.
When an AyaNova service workorder meets the requirements that
indicate it is ready for being invoiced, that service workorder
will display in PTI where you select to invoice it - at which
time it updates the AyaNova service workorder that it has been
invoiced and creates the invoice in Peachtree.
Detailed information on installation, configuration, features and
use can be found in the
AyaNova PTI
Help
PTI Requirements
| The latest version of AyaNova installed and operational |
| The compatible Peachtree program installed to the same
computer's local hard drive. |
Compatible with the following versions of
Peachtree
| Peachtree Complete© Accounting 2006, 2007, 2008, 2009 |
| Peachtree Premium™ Accounting 2006, 2007, 2008, 2009 |
| Peachtree Premium™ Accounting for Construction 2006, 2007,
2008, 2009 |
| Peachtree Premium™ Accounting for Distribution 2006, 2007,
2008, 2009 |
| Peachtree Premium™ Accounting for Manufacturing 2006, 2007,
2008, 2009 |
| Peachtree Premium™ Accounting for Non-Profit 2006, 2007,
2008, 2009 |
| Peachtree Premium™ Accounting Accountant’s Edition 2006, 2007,
2008, 2009 |
| Peachtree Quantum™ 2006, 2007, 2008, 2009, 2010
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Licensing
| Only one AyaNova optional add-on PTI license is needed
per database regardless of the number of users that will run PTI |
| Do note that it is recommended that only one person at a
time run PTI to ensure no double-invoicing. |
| Pricing information for PTI can be found on our Pricing page
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| Purchase PTI via the link on our
Purchase page |
If you have any questions, do post on the
AyaNova Support Forum or
contact us
directly.
Trial
We would be happy to send you a temporary keycode for AyaNova
and its optional add-on AyaNova PTI.
The AyaNova installation file from the
Downloads web page installs a temporary
licensed AyaNova database - licensed for 5 schedulable users and for
the optional add-on WBI and MBI
The evaluation trial installs a sample database with some
limitations
We encourage you to fully try out AyaNova and all of its optional
add-ons including PTI by requesting a 30 day temporary keycode to
fully unlock AyaNova and its optional add-ons so that you can fully
try out all features before purchase.
Request the 30 day temporary key via
our
online request form
[PTI Features] [Requirements]
[How it works] [Licensing]
[Trial]
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Copyright © 1999, 2009 Ground Zero
Tech-Works Inc.
AyaNova® is either a registered trademark or trademark of Ground
Zero Tech-Works Inc. in the United States and/or other countries.
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