Maintain Customer /Prospectus

                                 Maintain Customer /Prospectus

First we have to set up a company and chart of accounts, now we have to establish subsidiary ledger accounts for account receivable. Use Maintain Customer / Prospect window in which two parts first is Header Field and Tab.

The following procedure is appearing here. 

When you click on Maintain the following window will appearing.

In customer/ prospects you have to click the following window will appear.

CUSTOMER / PROSPECTS

The first part is Header Field in which following important functions.

HEADER FIELD

In which customer ID, Name for new subsidiary ledger you want to add and if you already did it and want to change it you can change it make new and then save it.

The second part of window is General Tab which is appearing as follow.

GENERAL TAB

In this contact information, billing address, shipping address phone, fax website and beginning balances must be filled.

After you will click on Sales Default the following window will appear.

SALES DEFAULT

Here you can fill sales rep, GL Sales Acc: open P.O, Ship Via, and pricing Level.

Sales Rep: Is used for person who made this sale or contact to customer.

GL Sales Acc; Is the number for account we made in chart of account.

Open P.O . Is used open purchased order.

Ship Via: The shipment route by which you want to dispatch your goods.

Resale# Number enters if the goods is resale.

Pricing Level: The goods which you dispatch what pricing level this belong to.

Term: The amount of discount which you offer if account payable is paid within discounted period.

After this window you will come to next tab which is payment default. The following window will appear.

PAYMENT DEFAULT

The payment default in which you have to enter the data of creditor who is defaulter.

Cardholder’s Name: The name of name.

Address: Address of the person card holder.

City, State, Zip: The name of city, state and Zip.

Country: Name of the country.

Credit Card Number: The number of the credit card holder.

After this another tab for Custom field window will appear in which data enter if you want .The following window will appear.

CUSTOM FIELD

Why we make chart of accounts in Peach tree software

We make chart of accounts on this software because while making our new account. We choose the option of “build your own company” which requires new chart of accounts by account holder because you can’t copy the samples or existing chart of accounts

.

How to edit the mistakes of chart of accounts

         

Mistake of wrong account type or description:

Click on the option of the MAINTAIN on screen

And then click on option of chart of accounts

Maintain Charts of Account

If you are creating chart of accounts of all related transactions which are using for peach tree accounting then account ID, Description and account type firstly then the following window will appear.

Correction in any chart of account        

If you want to correct chart of account ID, then you need to change it by following the process or clicking on the button mentioned.

Then clicking on the button you will change ID correctly, description of ID and account type as following.

By this method you will change your account ID.

This is how we make adjustment if we want adjust any chart of account adjustment.

how to open a file in word

How to open a file in word?

 Opening Microsoft Word Documents

We'll shortly add an address to the top of our Library Complaint letter. Before we do that, we'll learn how to open a file. After all, you might have closed down Microsoft Word, or your computer might have crashed. The result being that you no longer have your library letter loaded into Word. So here's how to Open a file you have saved, and want to work on again.

From the File menu, click Open:

The Open dialogue box appears, and looks like the image below:

The Open dialogue box looks very similar to the Save As dialogue box. "Save in", "File name", and "Files of type" work in exactly the same way as the Save As dialogue box. Notice, though that the File name text box is blank, and the Open button is not available. It has been greyed out.

The reason that the Open button is greyed out, and therefore not available, is that text box is empty. Once you select a file, the Open button will be ready for us.

But the text box is empty because no file has been selected. A file is selected from the larger white area in the middle. Clicking on the file once with the left hand mouse button will select a file. In the previous image, there was only one file available for selection - a document called "rrKeyCaps.doc". That is not the one we want.

To locate the file we want, we need to open the folder called "My WP Projects". Because that's where we saved it. You can see from the image that this folder is in the list of folders, just below the folder called My Pictures:

You can see also that we are in the folder called My Documents. To open up the folder we want, simply double click it. This will take us inside the My WP Projects:

The whole Open dialogue box now looks like this:

The file we want, Library Letter, has been clicked on. As a result, the Open button is no longer greyed out. We can go ahead and click it. When we do, our letter will open in Microsoft Word.

To recap then on how to open a file. Do the following

· Navigate to the folder where the file was saved

· Click on the file to select it

· Click the Open button