Stay Current and Informed

To see the reports,you have a report option in menu bar of the peachtree software as you can see below In the drop down menu of reports you have many options of reports,you can click on any option you want to see reports..like below we click on “Accounts receivable”,then we have following screen In the report area,you can see all the options which you have seen in the drop down menu of reports,after select the option from report area there is report list in front of that..so we click on any item from report list to see the reports of that thing,like below we click on “Aged Receivables”   the following window will appear It is the complete report of Aged receivable,like this you can see any reports,you can also convert this report into excel document by clicking on the “Excel” option from the menu bar,as you click on excel option the following window appear.. in this window you have two option,first you can creat a new excel workbook or you can also save this report to new worksheet

First of all to know how to maintain receipts in Peachtree, click on the “task” from menu bar and then select the option of “receipts” as shown in the following figure.. After clicking on receipts, the following window will appear.. In this window,first of all we select the type of ID,there are two options in that .Cusomer ID .Vendor ID So you will select either the customer Id or the vendor ID whose receipts you want to made..After that select your customer or vendor as shown below We select the customer ID and after choosing customer,we can directly sell the goods by generating a receipt or make a receipt for an invoice,which was already made for customer..As we select the customer whose invoice has already been made but the payment is not made,the following screen will appear As we can see that now the “Apply to Sales” tab has activated, if customer want to purchase additional goods we can record them in “Apply to Revenue” tab against the same receipt like below After that click

To record the payments, first of all open the Peachtree software and click on “Tasks” from menu bar and then select the option of “Payments” from the drop down menu like below.. After clicking on payment,the following window will appear.. First of all you have to give vendor Id if you are going to make payments to vendors..After that you will select the current date..when you select the vendor Id if you have already made a purchase order in past,the tab will shift to “Apply to invoices” like below As you can see that, when we select the vendor the tab automatically shifts to apply to invoices tab because we already made purchase order for that payment..Now we click on the box which is under the “Pay” column and can also select the discount account if we receive any discount while making payments like below.. Now its mean payment is made to vendor, now we will click on save button to save that record.. Similarly if we want to pay the salaries or utilities bills, then we will not sel

To record the general journal enteries,click on the “Tasks” from menu bar and select the option of “General journal entry” like below After clicking on that the following window will appear At that screen first of all select the date,then give a reference number as you want to give..After that “GL Account” for which you want to record the entries..then enter the “Description” for you journal entry..After that enter the amount against which you want to debit that entry and then the credit amount of the entry,it is always remember that the amount of debit and credit must be the same,as you can see below a journal entry of petty cash After that click on the save button to save the entry..

To maintain vendor credit memos, first of all open the Peachtree software, click on “Tasks” and select the option of “Vendor credit memos” from drop down menu like below.. After clicking on that the following window will appear.. Now first of all select your vendor id to whom you are going to return the goods, there are two tabs in that window 1) Apply to purchases 2) Apply to invoices Apply to purchase is for that purchase whose purchase order was not made and you purchased the goods directly and now you want to return the goods, then you will use this tab If you purchased the goods through purchase order and now you want to return the goods to vendor, now as you select the vendor id the tab automatically shifts to “Apply to Invoices tab” and you will select the invoice number like below After selecting the invoice number, then you will write the amount of returned goods like below After writing the amount of returned goods, click on “Save” to save it..

To maintain credit memos, first of all click on “Tasks” and then select the option of “Credit Memos” from drop down menu like below After clicking on that, the following window will appear There are two tabs in this window 1) Apply to Sales 2) Apply to Invoices We use “Apply to Sales” tab when we did not made the sales order and make directly sales..So in this situation if goods are returned to us then we use this tab and select the customer Id and then write the quantity and item of goods and then click on save button to save it Similarly If we made sales through sales order, then we select the customer Id the tab automatically shifts to “Apply to Invoices” After selecting the invoice number, you will write the quantity of returned goods like below After putting the amounts in returned column, click on “Save” from menu bar to save this transaction..

To set the default information of inventory items,click the option “Maintain” and from drop down menu select the option of “Default information” and after that select the option of “Inventory iems” like below After clicking on inventory items, the following window will appear In this window you have five different tabs.. .General .General ledger accounts/costing .Taxes/shipping .Custom fields .Price levels In the general tab you have different options UPC/SKU Quantity available Sales invoice/Receipt out of stock warning message Sales order out of stock warning message You can choose the option behind the   quantity available that you want to include purchase orders in quantity available or not..if you doted the option of include purchase order in quantity available then it will include the purchase orders otherwise not.. There are three options behind the sales invoice/receipt out of stock warning message .Dont warn me. .Warn if inventory item is out of stock based on quantity on ha

To maintain the default information of vendors click on “Maintain” from menu bar then select the option of “ Default information” and fromside menu option of “Vendors” like below After that the following window will appear The first tab is about the payment terms C.O.D (cash on delivery)..if you select this option, it means you will pay cash to this vendor on delivery..Second option is the “ PREPAID ” if you select this option,it means you will make the payment in advance..in the option of “ Due in number of days ” you will also set the credit limit..In this option you will have to select the due days number and the number of days in which discount will received and also the percentage of discount and credit limit..In the option of “ Due on day of net month ” you will have to select the date of next month when the payment becomes due..After that the option of “ Due at end of month ” it means the payment becomes due at end of month ,in this option there is no need of any date.. I

To enter the default information, first of all you have to select the option of “MAINTAIN” and after that select the option of default information, and there is again a list from which you have to select the option of customer After that the following window will appear It is window of customer defaults..in this window you have to fill out the certain things about your customer .Payment Terms .Accounts Aging .Custom Fields .Finance Charges .Pay Methods First of all we discuss about the “ PAYMENT TERMS ”..in this option you have to fill out the following things C.O.D (cash on delivery)..if you select this option, it means you will receive cash from this customer on delivery..Then you will have to set only the credit limit.. Second option prepaid Second option is the “ PREPAID ” if you select this option,it means you will receive the payment in advance..in this option you will also set the credit limit.. Next option “DUE IN NUMBER OF DAYS” In this option you will have to selct the

Purchase order To record the purchase order.first of click on “task” from menu bar of peachtree and click on option of “purchase order” like below                                        After clicking on that the following window will appear First of all you have to give the vendor ID to whom you want to issue the purchase order..once you select the vendor ID “ship To” name and address will automatically filled if you save that while making vendors..After   that you have to select   the purchase order date and enter the date of issue of purchase order…after that good thru date will be selected..after that purchase order number will be selected..which is mandatory,you cannot leave it blank..customer invoice number   will be given.After that the quantity of item and item will be selected and general ledger account and unit price will also be selected.. After completing all the information click on save button to save the purchase order which is located in the upper menu bar.. That is