Maintain Global Option

Maintain global option is used for different setting according to your needs.

Firstly you have to follow the procedure by clicking on on the option like window below.

The window will appear as follows.

In setting of accounting treatment there are three options as follows.

Decimal entry in this decimal entry in the form of automatic and manual .In automatic entry will automatically adjust as number of places you selected.

Hide General Ledger Accounts in this treatment you want hide or not of accounts account receivable, account payable and payroll entry.

Other options is used for different setting like warn if a record change but not saved intimation will given , hide inactive records and in receipts recalculate cash balance

In setting of general the following window will appear.

Improve performance in if you don’t want to print in reports paper lengths and inventory items quantity then select them.

Line item entry display is show line of entry select in 1 line or 2.

Smart data entry in this automatically field display and drop down list display automatically set according to your needs.

Color scheme is choose color which you want.

In setting of Peachtree partner the following window will appear.

In this you want to run faster application of peach tree, medium or low.

In setting of spelling the following window will appear.

In this you want to check spell as you type or save after it complete.

Setup a New Company

Start your Peachtree tree accounting software;

You will find a window in which different steps is given

In first place option is open an existing company, if you want to check the different company setups then you will click on this and you will find different options regarding different companies.

In second place you will find set up a new company, by which the following window will appear

Your company name and address by clicking next you will get following window

Here is company information which you have to fill and at least fill company name if others information is not edit or you have no information to it.

By clicking next you will get following window

Charts of accounts in which different options in first two options set up for new company given for retails, service, construction, manufacturing, using  simplified chart of accounts and using samples companies chats of accounts, copy setting from existing peach tree accounting company ,convert company from another accounting program and you build your own charts of accounts .

By selecting any one of them you can go further and click on Next

In this window accounting method is given weather you want choose accrual or cash .In normally accrual accounting method normally used.

By selecting any one of them you may proceed further by clicking on Next the following window will appear.

In this window you will get to know posting method weather you want real time or batch system .In real time transactions are posted in ledger and saved  whereas in batch transactions are posted in group then analyze then post. By clicking any one you may proceed further by clicking on Next.

You will get the following window.  

Here you have to choose accounting period 12 months period or accounting period that don’t match the calendar month. By clicking on Next the following window will appear.

In this you have to choose monthly accounting period

When you want to start your first fiscal year?

What will be first month of treating accounting record?

What will be your first year to record payroll?

By filling the monthly accounting periods the following window will appear on click on Next.

You have completed your company setup by clicking on finish you will complete all the steps for create your company.

Sales Return

In sales return firstly we have to follow the following procedure.

After this the following window will appear.

In this customer ID then following window appear.

In this document the following data regarding to sales return units is to be entered here.

The following data record firstly.

The following procedure need to be filled as following criteria given below the window.

This is all we have to record the sales return which we received from customer.

ASSEMBLIES

In assemblies we are going to record the item to build finished good and units in hand that not exceed the limit.

First of all we have to follow the following procedure.

Then the following window will appear.

Date and Reference is used record general information about date in which you record.

Select the item you want to assemble for the good in hand.

Quantity in hand is already is already in hand for which quantity to built is assembled.

The point is important that quantity to built is not exceed to quantity in hand so otherwise save option allocate your error.

New quantity is quantity which is completed after built quantity into finished.

Reason to build is the information for reason why you are build or assemble the goods .

SALES QUOTATION AND SALES ORDER

In this section first you have to open tasks by following procedure.

After selecting the quotes the following window will appear.

You have to fill following information customer ID, quotes no, quantity and unit price.

After completing the quotes click to sales order. The following window will appear.

The following information you have to fill in this window such as, customer ID, sales order no, item no,

Quantity and unit price and date you select is date you receive order.

. Vendor Credit Menu

First we have to select from task vendor credit memo such as given bellow.

The following procedure opens the following window given below.

In the following window you have to select the vendor.

After you select the vendor the following window will appear.

Here you have to fill the information of credit number, item quantity, returned

HOW TO SAVE PURCHASE ORDER

PURCHASE ORDER

In this you are going to purchase order from vendor. You are going to record information about actual purchased item.

The following step needs to be followed.

The following document you will receive of purchase order.

In this vendor ID is the first step to enter.

After this you are going to enter Date.

After this PO NO is selected for your choice.

QUANTITY is selected for the order.

ITEM is selected.

UNIT PRICE is entering here.

SAVE the date you entered.

PURCHASE ORDER RECEIVED.

In this the data actually received is entered .the following procedure to be followed.

After this the following window will appear.

In this following item need to be recorded.

Vendor ID firstly entered

Date should be entered.

Invoice no is entered.

Selection of PO NO.

Received Quantity is entering here.

Save the data entered here.

MAINTAIN INVENTORY ITEMS

In this process you have to record the information about inventory item you buy and sell and recording of their respectively costing.

You have to follow the following steps as mentioned in following window.

After you have to follow this window as appear below.

In this information is given is about header and item class.

In this header if you want to change of inventory item by different option such as close , save , delete , new  items .

Item ID    In this inventory item id selected.

Description   In this information of description of inventory mentioned.

Item class      In this different item such as general and custom field is provided.

General          In the general the following information must added such as

General sales Accounts, inventory account and GL cost of sales account after this information unit cost and unit /measure have to fill.

After this the following window for custom field window which appear as follow .

The following information fills alternative vendor and substitution.

Maintain Vendor Account

In Perpetual Inventory System we use entry without debiting purchases we use inventory to debiting and credit cash / account payable.

First we have to click on Maintain the following window will appear.

In this Vendor ID firstly we have make then Name of the vendor we mentioned in this the following window will appear.

After this we have to mention all the information which we see in tabs.

In General tab we gather information of vender contact, account number, address, country, fax, E-mail and Web Site.

After this another tab which is about Purchase Defaults in which the information purchase representative, accounts, tax ID number and Ship Via information is given .

The following window will appear as follows.

After this tab is about Custom Fields is in which the information about vendor which we set in default information.

After this if we want to change and gather more information about vendor then we have to follow this procedure such as mention in window.

By clicking on this we find the following window as.

In this first we should enter information about different tabs e.g. Payment Terms, Account Aging, and Custom Fields.

The first from which we start Payment Terms in which the following information is to edit.

C.O.D in which cash on delivery information is provided

Prepaid in which payment in advance to vendor is provided.

Due in number of days in net due days, discount number of days, discount percentage and credit limit information is given.

Due on day of next month in due on the date of next month, discount in days, discount percentage and credit limit information provided.

Due at end of month in which discount number of days, discount percentage and credit limit is given.

After the following purchase account and discount GL account.

After this Account Aging in which following window will appear.

Age invoices follow two procedures whether Invoice Date or Due Date.

After this you have to follow Custom Field which follows the following window.

.

In this window the following related vendor records.

Default Information System

First we click on Maintain to follow this window

Then on click on Default information click Customer option as well. The following window will appear.

There are five tabs in which you have to edit information about customers.

First tab is about Payment terms in which different information is available.

C.O.D is the first standard term for cash on delivery.

Prepaid is the amount which you received in advance.

Due in number of days option in which the customer have to pay the amount in due time. The following window will appear.

In this window information about net due in days, discount received in days in which we avail and discount percentage credit limit should not be increased by this limit.

Next is Due on day of next month then following window will appear.

In this information about due on date on next month, discount days and discount percentage and credit limit.

Due at the end of month in which following window will appear.

In this information is about discount days end, discount percentage and credit limit is provided.

After this next tab is about Account Aging in which the following window will appear.

You have to choose any one method by which age the invoice weather it is

Invoice date

Due date

After aging categories in which after due and grace days how many days you will give to your customer to pay you. In this way different categories is

1^st Column, 2^ND Column, 3^rd column and 4^th column selected in which different days allotted in which different customer whom you sale is selected.

After this another tab is Custom Field is following which have the window like this.

In this information of customer is gathered from other sources collected such as

Second Contact

Reference

Mailing list

Multiple Sites

Next tab is Finance Charges in which following window will appear.

In this information about charges of finance you are charging or not are recorded.

If you are charging then information you have to recorded about invoice days overdue up to what limit annual interest charging on interest, on balance above that percentage is  selected then minimum finance charges in amount selected.

Finance charges to GL Accounts are selected here.

Appear on invoice and statement as late charges or Finance charges.