Global Options

Peachtree Global Options

To open Global Option Browse the software Peachtree

Then go to the Option Bar at the Top Menu and select Global

Here a Window will appear like this with a name of Maintain Global Options

Here we also may make some changes through default settings.

We do have some tabs like

Ø Accounting

       In accounting tab we’ll enter number of Decimal places by choosing automatic or manual options

Ø General

        In General tab we may improve the performances, Line Item, Smart Data and Color Schemes by changing the settings accordingly

       

Ø Peachtree Partners

     This tab is the partner of Peachtree software where you may choose security levels according to the running data needs

Ø Spelling

        In this Tab the software itself check the spelling of the entries we made to the data and may also choose the dictionary languages according to ourselves

  

        

How to record General Journal Entry

How to Record General Journal Entry

To record general journal entry browse Peach tree software and then go to the Task Menu and select General journal Entry Option

Here a window will appear with the name of General Entry Journal

Now enter the date of Transaction you’re going to record in

Then give the Description and General Ledger account where you want it to be recorded as and then press Alt S to save the data.

How to assemble inventory

How to Assemble Inventory

To assemble inventories go to the Peachtree Task Bar and select the option ASSEMBLIES

Here a window will appear with the name of Build/ Unbuild Assemblies

Give necessary information like

Item Id

 Name,

 Reference,

 Date

 Quantity to build

New Quantity etc.

Setup of a vendor Record

Setup of a Vendor Record at Peachtree

By using the following steps we can setup vendor’s record at Peachtree.

First Open the MAINTAIN menu and then click on VENDOR

Here Maintain Vendor’s Window will be displayed

Now fill up the required information and after completing press Alt + S to save the Data.

General Maintain Vendor’s Tab

In General Vendor’s tab we gave information such as Contact and account number, address, telephone numbers, fax and email etc accordingly.

Purchase Defaults Tab

In Purchased vendor default we may change the information at this level if we want to.

Here you may select an employee as a purchase Rep.

In Purchase Vendor accounts type a General Ledger Account, which is normally an expense account.

In next step give the valid Tax Id and a select a Shipping carrier.

Customer Fields Tab

To enter customer Field information goes to the VENDORS MAINTAIN Customer Field where other two Fields are optional.

History Tab

For Vendor’s Current History Check on to the Maintain VENDORS History

Here enter you first transaction date with your Vendor, Your Last Invoice which you’ve received from the vendor and the last payment and the date of payment you made to the vendor.

Vendor Credit Memo

Vendor Credit Memo

Vendor order memo means to return or the portion of goods to the vendor. To record the transaction Go to Task option and then click on The Vendor Credit Memo.

Here a new window appears give a Vendor Id, Date and Credit No.

Now give necessary information like Gl Account, Unit Price and Quantity items and then Alt S