RECEIPTS

How to make receipts…. :

First we open peach tree and select "Tasks" to select the "Receipts"

are as show the image:

After we select the receipts first we fill the following option which are as:

• CUSTOMER ID
• REFERENCE
• RECEIPTS NO
• RECEIPTS AMOUNT
• DATE

After that we will select the following option of the customer:

• QUANTITY
• ITEM
• DESCRIPTION
• UNIT PRICE
• AMOUNT

After all that we will click on save to save the receipts.

If we change the date of the receipt first we select the customer ID and then we change the date and after that we click on save to save this.

Global

How To Maintain Global.. :

First we open peach tree and to select the option “OPTION”  to select the option “Global”  which are as on the screen :

After  we select the Global the following screen will be appear , there are four main option to maintain the Global which are as :

·        ACCOUNTING

·        GENERAL

·        PEACHTREE PARTNER

·        SPELLING

ACCOUNTING:

THERE ARE FURTHER FOLLOWING OPTION S WHICH ARE AS:

DECIMAL ENTRY:

·        Automatic

·        Manual

HIDE GENERAL LEDGER ACCOUNTS:

·        A/R

·        A/P

·        Payroll Entry

OTHER OPTINS:

·        Warn if record was changed but not saved

·        Hide inactive record

·        Recalculate

·        Use timeslip acc link

After this we select the second option General:

General :

Improve Performance

·        Do not print total page

·        Do not show quantity

Line Item Entry Display

·        1 line

·        2 line

Smart data Enrty

·        Automatic  field  completion

·        Drop down list display automatic

Color Scheme

·        Classic

·        Professional

·        Sand

·        Splash

·        Vibrant

After that we select the third one.

PEACHTREE PARTNERS

Peach tree Partners Security Level:

·        Low

·        Medium

·        High

After that we select the fourth one.

SPELLING:

·        Peach tree Spell Check

·        Spell Check Option

Maintain Inventory Item:

First we open Peachtree and select the "Maintain" option , In maintain option we select the "Inventory Items"     

First we select the main option of the inventory Items.

1-Item ID
2-Description
3-Item class
4-Last unit price
5-GL Account .
6-GL inventory Account.
7-GL cost of sales Account.

Maintain Credit memos..

How to Maintain Credit memos..

First we open peach tree we will select the option "Tasks"

and the sub option of the Tasks is Credit memos..

to select. 

After we select the Credit memos.. the following screen will appear,

First we fill the main option like

• .Customer ID
• .Date
• .Credit no

Then we fill the Following fields:

• Quantity
• Item
• Description
• Unit price
• Amount

After all that we click on "SAVE" to save this.

How to Maintain Assembly Inventory:

First we open peach tree and then go to the option "Tasks" 

and then sub option of the Tasks "Assemblies.." .

After we Clicking the Assemblies the following window will appear,

first we fill the following option's

.Item ID

.Name

.Reference

.Date

After that we fill the quantity of the Item,

.Quantity on hand

.Quantity to build

.New quantity

.Reason to build

After all that you will click on "SAVE" to save the data. 

TO MAINTAIN QUOTES/SALES ORDERS:

TO MAINTAIN QUOTES/SALES ORDERS:

first we open peachtree and select the option "tasks" further sub option are as ,

To select the option quotes/sales order and to select the sub option "Quotes" 

After we select the option Quotes  the following screen will b appear , first we fill the some of the option

. Customer ID

. Date

.Good thru

.Quote no

After that we fill the further option :

. Quantity

. Iteam

. Depriciation

. Unit price

. Amount

After we fill the quotes the next is "Sales order" 

Now we select the Sales order the following screen will b appear and the following option will b fulfill:

. Customer ID

. Date

. Ship By

. SO no

. Quantity 

. Shipped

. Item

. Description

. Unit price

. Amount

After all that we "Click " on Save.

VENDOR CREDIT MEMOS… MAINTAIN

VENDOR CREDIT MEMOS… MAINTAIN

First we open peach tree  In peach tree to select the option “Tasks”  & the sub option IS TO vendor Credit Memos….   

After we Click the option  the following  screen will b appear, Some of the option are fulfill.

. VENDOR ID

. DATE

. CREDIT NUMBER

After that we fill the following quantities here are some:

. Quantity

. Item

. Description

. GL Account

. Unit Price

. Amount

purchase order

Purchase Order:

First we open peach tree then we click on "purchase order" form task menu.

After we click purchase order the new window will be appear, here we give several thing which has to be done .

• Vendor ID
• Date , good thru
• P.O Number

we also give the following information :

1- Quantity

2- Item

3- GL account is to be enter the purchase order 

After giving all information we click on "Save" .

purchase inv

Purchase receive inventory :

First we open peach tree and select the option "Tasks" to open sub option and select "Purchase Receive Inventory" .

To click purchase receive inventory the further screen will appear , first we select the vendor and then go on the further options.

After we select the vendor we fulfill the following option of the purchase receive inventory like date, invoice nub, quantity etc.

Before we select the item if u click the item box the search icon will show to select the item after select t he item the description is also shown.

After all that you click the GL account and the search button will show to select the account after this the amount is written by the next column .

                                        And after this to save all the transaction

Maintain Vendor Account

Maintain Vendor Account:

First we open the Peachtree and select the maintain option , In maintain option we select the vendors… option.

After we select the Vendors option the following screen will b appear , first of all we creat vendor id and name, After that we fullfil the option “General” & we fill the further options.

The second option is “Purchase Defaults”  here are some options the purchase account is most important , if u don’t fulfill the option your account will not b appear.  

The third option is “Custom Field” here are some options which are as follows.

1-      Office Manager

2-      Account Rep

3-      Special Note

4-      agha jani

The forth and Last option is “History”  here are some options to maintain history of the vendor.

1-      Last Invoice Date

2-      Invoice Amt

3-      Last Payment Date

4-      Last Payment Amt

We again select the maintain option then we select default info and also select the sub option of default info is “Vendors…”

After we select the “Default info” and sub option is Vendors the following screen will b appear :

Vendors Default are further four main options which are as:

1-      Payment Terms

2-      Account aging

3-      Custom Fields

4-      1099 Setting

We elaborate the first one which is Payment Terms here are some main options

Standard Terms

Default Term Purchase

Default Credit Limit

And very important is Purchase Account , Discount GL Account.

The second is Account Aging which are as appear on the screen:

The third one is Custom Fields here are some Field Labels and the option is Enabled or Disabled:

The last is 1099 Setting here are some further Setting which are as follows:

Maintain Default Customer Information

First we open peachtree  and click “Maintain” and then click “Default Information”  and then click on “Customer”.

After the clicking on Customer the following  window  will appear , The five further parts are shown nub one “Payment Terms” in this term the default term sale and default for credit were set on the following:

In the payment term the general sale account and discount general account which was written on chart off account:

In the second step “Account Aging” the two further classified first is Age invoice and the second is  Aging Categories and the following option will brought down:

The  third is “CUSTOMER FIELD”  in this field the some of the field label in on the screen:

The fourth step is “Finance charges “ here are some type of charges Charges finance charges , Charges interest on finance charges and some others which are as on the screen:

The fifth and last step is “Payment method”  here are some payments which are as on the screen:

Maintain chart of accounts

MAINTAIN CHART OF ACCOUNT

We click on “Maintain” on the Peachtree after that a drop box will be appear here we click on the “Chart of Accounts”

And after that we click on “Chart Of Accounts” the following box will be appeared named “Maintain Chart of Accounts”

Here we give the Account ID, Description and the most important thing the Account type.

For example

• We enter account ID “105”

• In Description we Write “CASH IN BANK”

• In Account Type select “CASH”

And press ALT "S" or click on "SAVE" to save the ID. That i how we maintain the chart of accounts.

And this circul show look up button to click the button all the save account mention like these.

After that we click on Beginning Balance the following time period will open and we select the time period of the beginning bal.

And   after   that   we   complete   the   chart   of account.