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 .