Maintain Charts of Accounts

General Ledger

Maintains menu , than select option chart of accounts

This window will appear

Than you see window account id , description an account type.

Here you fill your information according to the account types and payments

Here you fill account id than description and than add account type 

Maintain Of Vendor?

At first open Peachtree Software.

Open an existing company than go to the Maintain tab and here click on vendors

A window opens like

1^st tab is

Here options, are filled, Vendor ID which had been a lot by us

Name of vendor

Than Contact to whom we will make our dealing

Account no where entry has bee done

Address to where dealing have to be send

City , St zip where  information is given

Country to where from we are dealing

Vendor type, telephone numbers are given to times, if one number is going busy than contact on the other number

Fax, email and website all are filled.

 

In the next tab

Purchase defaults

Purchase rep person who is representating company Inventory Account

Purchase Account, account where entries are made.

All other information has been filled as required

3^rd tab Customs Fields

Office manager who will be the manager

Account rep

Special note any special line given to the customer

Further options can also be use as required.

How to maintain the customers?

Open peachtress software

Click on the top option Maintain  than go to Default Information

And than customers

This window will open

In payment terms we can set the option according to our choice

COD means cash on delivery

Prepaid, option is given when they made payment on time with discounting

Due in number of days is a term when net due days from receiving the payment from customers with discounting and discount percentage

Due in next month is same except the option of due months

We give account number in GL account number

We give account number is discount GL account

Next tab is Account Aging

This will give the maximum limit of permanent from customers. Date can be set according to invoice and due date.

Custom field is used to enter about extra information for the customer

You can add another question, information regarding your customers.

Its annual rate

Its minimum charges

If the balance is above the payment what percentage will be charged?

How to Maintain Customers Prospects?

·        1^st step open PeachTree Software

·       

Click on Open an existing company.

Than click on browse choose the folder address with respect to where your company is place.

Than your software is opened

2^nd step

Select the option Customers Prospects

Than one by one fills the options

Customer id, name, contact, address, telephone 1

After that if you want to add more addresses of your customer from where you landed material, purchase, send of invoice addresses

You can click on the option Bill To Address

And get 1-9 options to add different address

Than open another window

In option GL sale account you can put account id sale account 410

Than open p. o # before the system is not computerize but now its advance and computerize

Payment default window will show your address and some other options if so needed to fill them up if he is dealing in credit card

Customer field window  to tell about the further contacts in case of any other delivery

At last history window will let you know about the transactions incurred

How to maintain the customers?

Open peachtress software

Click on the top option Maintain  than go to Default Information

And than customers

This window will open

In payment terms we can set the option according to our choice

COD means cash on delivery

Prepaid, option is given when they made payment on time with discounting

Due in number of days is a term when net due days from receiving the payment from customers with discounting and discount percentage

Due in next month is same except the option of due months

We give account number in GL account number

We give account number is discount GL account

Next tab is Account Aging

This will give the maximum limit of permanent from customers. Date can be set according to invoice and due date.

Custom field is used to enter about extra information for the customer

You can add another question, information regarding your customers.

Its annual rate

Its minimum charges

If the balance is above the payment what percentage will be charged?