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.