Tuesday, 18 June 2013
Prepare reports.
Prepare reports.
At 1st
open peachtree software
Than go to
the reports and select General ledger
After selecting
it, this window will appear where report area, report list & report
description has been given.
Report area
1.
Account
payable
Lists each customer with outstanding invoices sorted in the appropriate
aging categories. Set up aging categories in Customer Defaults.
2.
Account
receivable
Lists each vendor with outstanding invoices sorted in the appropriate
aging categories. Set up aging categories in Vendor Defaults.
3.
Payroll
Lists all payroll checks. If the default options are accepted, the report
includes all the checks printed and unprinted for the current accounting
period.
4.
General
ledger
5.
Lists all transactions in a cash account, along with a running balance.
6.
Financial
statement
7.
Lists
all assets, liabilities, and capital of a business entity as of a specific
date, such as the last day of an accounting period or the last day of the year.
8.
Inventory
Lists the general ledger transactions that were generated when assemblies
were built or unbuilt in Build/Unbuild Assemblies from the Tasks menu.
9.
Job
report
The Cost Code List report lists all job cost codes entered in this
company
10.
Account
reconciliation
Shows the information from the last bank reconciliation. This report can
be either a summary report or a detail report that shows unclear transactions.
11.
Time,
expense report
Lists unbilled tickets with aging information, based on the accounts
receivable aging brackets set up in Customer Defaults.
Report list
It contains many different forms
Tuesday, 11 June 2013
Global
Global
at 1st
open peachtree software
than go the
options and select Global
After
selecting this window will appear
Select option
manual, and than add decimals you desire.
Automatic option
will add decimals automatically.
Hide general ledger account
By checking
the option of account receivable, account payable and payroll entry will hide.
Other options
Checking of
this option enable us to.
Warn if a
record was changed but not save
Hide inactive
records
Recalculate cash
balance automatically in receipts, payments and payroll entry.
Use time
slips accounting links
Next is general
Improve performance,
can be made by making check and uncheck the options which are given.
Line item entry display
Select this
option after adding debit and credit data.
Don’t print total
page lengths in headers
Don’t show
quantity on hand in inventory item lookup lists
smart data entry
Automatic
field completion
Drop down
lists displays automatically
by checking
or un checking
colour scheme
different
options are available select whatever you want.
Next is peachtree partners
3 options,
low, medium and high
Medium option
is recommended
Last is spelling
You can make
many options checked and unchecked here
Peachtree spell
check
Than spell
check options are given tab for dictionary is also available
Than running
options
Friday, 7 June 2013
Maintain of receipt.
Maintain of receipt.
Firstly open
peachtree software,
Go to the tasks and select receipt
This window will appear
Deposit ticket id number which is given on bank cheque
Customer id is added
Add reference, receipt number given on sales and date and
add receipt amount
Name address city country has been added
Quantity item and unit price has been added
At the ends save it
Maintain sales invoice
Maintain sales invoice
1st step: open peachtree software
After that just go to the tool bar, and select task and than
SALES INVOICE
This window will appear
Here at firs add the
customer idd
Select the invoice number and date
The products which have been sold and quantity of the
products
The price at which products had been sold
Ship means that what mean of transport you’re using to send
the products
Name, address 1 , address2
city, country , st, zip everything is fulfilled
Items, quantity and amount have to be filled
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