How to maintain global options?

In Peachtree accounting software, we will click on “Option” tab then select Global option.

When we click on maintain global option, following window will be shown.

In this window we should select automatic or manual from the decimals. We should change the decimals like 1 2 3 etc.

Now we will click on Hide general ledger Accounts. If we want to hide the accounts receivable, accounts payable and payroll entry then click on the check box button.

Now click on others option, warning massage will be receive if you doesn’t save data after changing it.

When we click on general tab following information will be shown.

Ø Improve performance

Ø  Line item entry display

Ø Smart data entry

Ø Color scheme

Now click on Peach tree partners security level should be shown.

Ø Low

Ø Medium

Ø High

When we click on spelling tab there are two ways to check the spelling mistake.

Ø Peachtree spell check

Ø Spell check options

Now click on OK button and data will be saved.

How to maintain general journal entry?

First of all use the Peach tree accounting for both adjusting entries and close entries.

Step: 1

First of all we will click on task menu then select General Journal Entry from the list.

Step: 2

When we click on general journal entry the following window will be shown to you.

Step: 3

General journal entry requires following information like;

Ø Date

Ø Reference

Ø General account

Ø Description

Ø Debit card

Ø Job

After mention the require information,we will save the data.

how to maintain credit memos?

How to maintain credit memos?

How to maintain credit memos?

First of all click on task button then click on credit memos from it.

   

When we click on credit memos button following screen will be shown to us in this we should required;

Ø Customer I’d

Ø Date

Ø Credit no

  

When we apply to invoice number, we should enter;

Ø Quantity

Ø Item

Ø Description

Ø Unit price

Ø Amount

When all the required information will be shown then we should save data.

how to assemble inventory?

How to assemble inventory?

First of all we will click on task button and select assemblies from it.

After clicking on assemblies this screen will be shown to us.In this we should mention following information like;

Ø Item I,d;

Ø Name

Ø Reference

Ø Date

 Now we should fill the quantity items like;

Ø Quantity on hand

Ø Quantity to build

Ø New quantity

Ø Reason to build

When all the relevant information is shown then we will save data by clicking save button.

sales quotation and sales order

Sales quotation and sale order:

First of all we will click on the task menu following procedure will be shown. Now we will click on customer/sales order.

It includes following information like:

Ø Customer i.d

Ø Date

Ø Goods through

Ø Quota number

Ø Quantity

Ø Items

Ø Description

Ø Unit price

Ø Amount

Now click on the Quote or Sales Order then select the " Quotes" the following window will be shown.

After doing the whole procedure click on sales order, the following window will be shown to you.

It includes:

Ø Customer i.d

Ø Sale order number

Ø Item number

Ø Quantity

Ø Unit price

Ø Date selected

Ø Date received order

how to maintain vendor credit memo?

How to maintain Vendor Credit Memo?

Whenever we want to maintain an account for return of goods which are previously purchased. First of all we will prepare “Vendor Credit memo”.

Now we will move on task menu then select “vendor credit memo”.

When we click on credit memo, the following screen will be shown.

Some information is shown as under related to “credit memo”

Ø Vendor ID

Ø Date

Ø Credit No

Ø Quantity

Ø Item

Ø Description

Ø Unit Price

Ø Amount

 In “Apply to Purchases” after selecting the vendor ID we will move to “Apply to Invoice No”.

When we click the Enter button then it will calculates automatically the total amount.

Now we will save this information.

how to makes payments to vendor?

How to make payments to vendors?

After making the purchase order our next step is to make payments to vendor. Now we click on task menu and select payments.

      

In payments we should enter required information. Vendor ID is important information which includes;

Ø Check no

Ø Date

Ø Quantity

Ø Items

Ø Description

Ø General ledger account

Ø Unit price

Ø Amount

Vendor I’d should be enter first. If we have vendors account then it is good, if we don’t have then first of all made vendor’s account in maintain vendor.

In vendor I’d we will click on the screen and also enter necessary information which is required to record the vendor’s account.

This Item should be present in inventory also. If we don’t have items in inventory then click on maintain menu and select inventory items.now we can enter necessary information and save data.

After entering the information like;

    I.            I’d

  II.        Check no

III.        Date

Now we can enter quantity, description and other information which is required in this. Now click on block and automatically discount amount will be shown to us.

how to save purchase order

How to save purchase order?

First of all click on task menu then select the purchase order.

After selected purchase orders the window will be appear.In this we should mention following things.

Ø vendor I’d

Ø P.O number

Ø Quantity

Ø Description

Ø GL account

Ø Unit price

After giving the information click on save button.

In vendor I’D click on search button and enter a new vendor then double click on it which shows the “maintain vendors”.

When vendor is selected click on “vendor default information”.

Now enter purchase order number.

  If the purchase order date is not today's date, then enter that date which is mentioned in the date field.

  Change the discount amount if it is necessary also the displayed terms.

The displayed terms field automatically fills with the default terms.

    If we have an accrual-based company, we can select the accounts payable GL account for this purchase.

We can select print button if we want to print and save this. 

We can select print button if we want to print and save this.

Maintain Inventory Item

When we maintain inventory ledgers, first of all click on maintain menu after doing this click on inventory

When we open inventory item, the following window will be shown.

 we should mention the following things:

·       Item I’d

·       Description

·       Item class

·       Last unit cost

·       Unit measure

·       GL sales account

·       GL inventory account

·       GL cost of sales

Customer field

The second field is customer field in which we required

·      Alternative vendor

·      Subscription

·      Special note

History

To record the history of this item select history tab. Now mention the following things,

·      Select period history

·      Units sold, Sales

·      Units received

·      Cost

Bills of material

In bills of material assemble item like chair, we need

·      Item i.d

·      Description

·      Quantity Needed