Global

Global

In the global we selecst decimal option .select the option and window display a following

   

And then select the Global window display the

In global option there are four option

1-Accounting

2-General

3-Peachtree partner

4-spelling

1-ACCOUNTING

in accounting option the importing things is decimal entry there are two option

1-automatic      2-manual

In automatic we select the option for written in option

In manual we select specific decimal option

Hide general ledger accounts

In hide ledger accounts three options

1-account receivable

In account receivable, sales orders ,quotes,invoicing ,credit memos and receipts

If we hide it then click on the option otherwise not click.

2-account payable:

In account payable ( purchase order,purchases, credit memoc , payment)

If we hide it then we click on it otherwise not click.

3- payroll entry:

In payroll if we hide the record of payroll click on the option of and otherwise not click.

Other option

Four things in the other option

1-warn if a  record was changed but not saved

In this option we tick on the option if we record change but not saved and otherwise not tick on it.

2-hide inactive records

In this option not click on option and if tick on  the records then the record show.

3-recalcute cash balance automatical in receipts, payments and payroll.

Normaly we tick this option .

4-use timeslips accounting link.

Normally not tick this option

2-General

Four things in general

1-improve performance

two things in the improve performance

1-do not print total page length of report in report header.

Tick on this option for not tack the print

2-do not show quantity on  hand in inventory item lookup list.

Not tick this option .

2-Line item entry display

two option in    1-line         2-line

tick on one line.

3- smart data entry:

Two option in the smart data entry.

Automatic filed completion

Drop down list display automatically

4- color scheme:

Five options in color scheme

Peachtree partners

in this option we select the peachtree partner if we have.

Spelling

In this option we setting the option of spelling .

General Journal Entry:

General Journal Entry:

This option is used for a business transcation entering into accounting transcation .we selesct the tasck and sub heading general journal entery and each transaction shows the explation difference in increace and decreasing in truncation .

Firstly we selest the task and sub heading general journal entery.the following windows display on the screen.

1 . Firstly we select the date which we enter the entery in general journal entery, 

and then we  Enter the reference number in “Reference” field. This field is used to give a unique or different code to each journal for identification ,enter the general account which we enter the general entery. and the general ledger account can be added in chart of accounts.

2 . in the secand option coloum  Enter escription of journal entry in “Description” field

3 - Enter the amount from which you want to debit the entry in “Debit” field.

4-Enter the amount from which you want to credit the entry in “Credit” field. Remember that the amount   of debit and credit should be the same.

5- Click the “Save” button to save the journal entries. 

How to assembly in peachtree accounting sofware

How to assembly in peachtree accounting sofware

Open the peachtree software then choose the company , then option of tasks open and when select this window display as below

item id:

in the item id select the id which we record the the data

NAME

In this option we written the name of the authority or assembling .

Reference

In the reference we select the reference

Data:

We select the date for the given option

Quantity on-hand

We written the quantity in this option that have at the end of the period.if we hahe any quantity .

 

Quantity to build

In this option setting the quantity which the build for it. It is important that how many quantity is build.

New quantity

In the option written the new quantity which enter the .if the new quantity is given .

Reason to build

Reason the build must be written in this option .if given in the question.

Vendor credit memos

Vendor credit memos

We use the vendor credit memos for return to and credit from a vendor. We can enter a credit memo as an open credit or we can apply it to an existing invoice .suppose that we have a purchase transaction that we no longer need should we just erase it.

In peachtree softwear we select vendor credit memos  and we select tke task and windows display a menu and we select the vendor credit memo .

After select the windows display a screen on disktop there are some things on it.

1.       Vendor ID

2.       DATE

3.       CREDIT NO

4.       RETURN  authorization tab.

5.       Account payable

.

Vendor ID

After opening the window of Vendor Credit Memo we then enter the vendor ID in the Vendor ID field. We can use the lookup list button to select the vendor from

Our list of vendor .the tap of vendor ID is given below after opening the lookup.

In vendor id we enter the vendor id .if we select the existing id the we click on search .

date        

after select the vendor id we select the data that show the below

After select the date we select the credit number in the credit no.

Account payable

After select the credit no we enter the return authorization tab and the account payable tab .account payable tab has been set with the account type of account payable and if we want to change it the we can change the account to our desire the .

After opening the window of Vendor Credit Memo we then enter the vendor ID in the Vendor ID field. We can use the lookup list button to select the vendor from

Our list of vendor .the tap of vendor ID is given below after opening the lookup.

There are two tabs after the A/P Account one is Apply to Invoice No. and the other is Apply to Purchases tab. As we choose the ID the tap changed from Apply to Purchases to Apply to Invoice

H    How to maintain vendor account on peachtree software after opening the company in our peachtree accounting software we choose the existing company,and window display this picture.
THEThe first thing we do in order to create the vendor record in that we click on maintain option at the top of the software toolbar and on clicking it. Followoing window appare on our dessktop screen.

From this window we select the first option which is vendor. In order to creat our vender records click on vender then following window will appear.

Then we select the general and then write the vender id and name of the organization,the  vender id must be unique after that we will put all the information about the general and then select the next option   

Here we will write the vender id,name and purchase account if we write the vender id which does not  exist in chart of account then blank area of purchase account start blinking

After completing the purchase defaults we move onword and select the custom fields here we will enter the second contact,reference if required.these fields labels can be changed easily any time on the veder default window.

At the end click on history and following window will appear on the screan then we will put all required information.

After completing history click on save.

how to maintain inventory items

How to maintain inventory items:

First choose the option of maintain menu,then there option of inventory items select.

Here we first fill particular item ID,that decription

Firstly we choose the general ,then enter all the information about the general  step 1 we choose the option of description ,here two option of description no.1: for sale .No .2: for purches.after select the option .

Step2: Price level

In the price level box we set the particular price and we set the ten price.

Step3: Last unit cost

In last unit cost we choose the cost method.there are three method 1.FIFO,2.LIFO and AVERAGE.

STEP4: UPE

 In Universal price we select a code for any item.

STEP5: ITEM TYPE

In item type we mention the type of item .for example perishable ,on perishable etc.

STEP6: LOCATION

In the location option we set the location for item that in store we divided the part of store in A, B,C D etc.

 STEP7:UNIT/ MEASURE

In unit measure we decide the units and unit are mention in unit /measure box.the are diffrent in the point of view holesaler and retailer.

General inventory account :

In general inventory account we determind for

1.     Raw material

2.     Finished good

Quantity available

In quantity available we inter all tha information about

Sale order

Purchase order

Minimum stock

Record quantity

HOW TO MAINTAIN CUSTOMER/PROSPECTS ON PEACHTREE ACCOUNTING

How to maintain customer/ prospects on peachtree accounting

Now we maintain the customer/prospects on peachtree accounting customers are those persons that purchasing the  things or products on cash or on account.

Step no 1;

First of all we open the peachtree and open the existing company then we select the maintain option

And a mniu  display on the screen. We select the customer/prospects the customer record is that we click on “maintain” option at the top of the software’s toolbar and on clicking it, following window appears on our desktop screen.

When we select the customer /prospects then window display the maintain customer/prospects

On the above image the customer ID,NAME, prospect and inactive

Are the heads in This ID cannot be repeated for any other customer. Every customer will have a unique and different ID as we allocated different ID for different accounts while preparing chart of Accounts in the beginning. After this we write the name of the customer with which we are dealing in the “Name” portion in this window. After writing the name of the customer we first fill the “General” part of the requirements. General sale defaults, payment defaults, customer fields and history.

Firstly we select the General and complete the general requirement.

We move onward on the sale defaults and click on it. Customer id ,name and GR sale account must be enter in order to make a customer record.

Here we enter all the required information. In GR sale account we write the  ID of our sale revenue account if we do write any ID which not create in chart of account firstly when the blank area in GR sale account stating blanking .after we filling the information.

   2 we open the next payment defaults and click on the option of payment defaults. Here we enter all the require information about the  payment defaults to the  client.

 after enter all the require  information we click the option customer field and click on it .

After fulfill all the information of customer field we open the next option history .after we save the all information and at the end we save the data and click on save button .

Click on maintain. The main minion display on the screen we select the default information option and a submenu display and we click on customer option.When we click on the customer option window display a chart bar. Here the customer defaults show on the screen and there are many title on customer default bar. Firstly we select the payment term. Payment term are .net due in 30 days .mean payment in these day. discount in 10 day. if we payment within 10 day then we get discount other wise not. Discount rate 2%.and the customer credit limit RS.2500 and credit limit we increase and decrease .and other option cash on delivers ,prepaid, due in number of days, due at the end of month. We click on due in number of days. If we create a new account for GR sale account .we click left button of mouse two time OR we click + KEY

WE click the next option account agirig

We select this option for provision for bad debts. There are two ways for this option .1 income statement.2 balance sheet.If we chose for invoice date .Start 1^st march and end date 3^rd April. Total 34 days for invoice price. And same option for due date only 4 days .there more chance no return payment for over 60 days.

The next option customer fields we can change the customer fields

After select the finance charges we enter the information in the day over due up to $10000. Annual interest rate 12%.on balance above 15%.minimum finance charge $100.in case of late charge .we create a new account title other income and other income option not then we create a income .