Peach-tree- How to make payments:

Peach-tree- How to make payments: 

Open the Peach-tree software and go to the task menu and from there select the payments: 




When you click on the payments tab the following screen will appear on your screens: 

Here you select you vendors or customers to whom you are willing to make payments, enter his or her name, I.D and the following information:

Ø Quantity

Ø Items

Ø Check no.

Ø Amount

Ø Unit price

Ø Date.

After providing this relevant information save the data.

General-Journal Entry: Peach-tree

General-Journal Entry: Peach-tree

Open Peach-tree software goes to the task menu and selects the option of general journal entries:





when you click on the General Journal Entry the following screen will appear on your screens:

Here first of all select the most appropriate date as per according to your transaction date as shown in red mark:

In the reference section as shown in diagram you can only writ up to 20 alphanumeric characters.:

In the space of GL Account you can use the look-up button to find your existing accounts or you may also make a new one by double clicking on the space provided.
Also select the debit or credit field and writ the proper amount in the space.

HOW TO MAINTAIN GLOBAL OPTION:

HOW TO MAINTAIN GLOBAL OPTION:

Step # 1 (Selecting Tab):

First of all you select the Global option from the task menu from the option tab:

Step # 2 (Accounting Tab):

When you select the global from the list the following window will appear on your screens:

Step # 3 (Elaborating Accounting Tab):

From this window which in the picture below you can select the automatic or manual system for the decimals and also you can change the decimals as required e.g. 1 2 3 etc.

Hide general ledger accounts:

If you want to hide the accounts receivable, accounts payable and payroll entry then select the option from the check box.

Other options:

Warning message will be received if you will not save the data after changing it.

You can also hide the inactive accounts from ledgers.

Step # 5 (General Tab):

In general tab we will see the Following information about:

Ø  Improve performance

Ø  Line item entry display

Ø  Smart data entry

Ø  Color scheme

Step # 6 (Peachtree Partners Tab):

In this section you will see the data of Peachtree security level.

Step # 7 (Spelling Tab):

From this section you can check the spelling of your data and you can also have option to automatically spell check the work. It includes the following things:

Ø Peachtree spell check

Ø Spell check options

Assemblies.

ASSEMBLIES: 

In assembly we will record the item to build the finished goods and units in hand that will not exceed the limit.
First of all we will open the Task menu and select the Assemblies, as shown in following figure: 






When we click on the Assembly the following window will appear on your screens:

·       Date & Reference: It is used to record the general information and the date in which you are doing the transaction.

·       Item type: Select the item that you want to assemble.

·       Quantity in hand: These are the items which are already in hand and to which the quantity to build is assembles.

·       New Quantity: These are the items which are completed after they built in into finished goods.

·       Reason to build: It is the information regarding the reasoning of why you are building or assembling the goods. 

How to maintain vendor credit memos?

How to maintain vendor credit memos?

To maintain vendor credit memo, go to the task menu and click on “vendor credit memo” as shown in the image:

 After clicking on vendor credit memo the following window will appear:

v First you have to enter vendor ID or you can select an existing vendor by clicking on look up button.

v Enter the date.

v Enter credit no/serial no.

v Mention the quantity, item, description and unit price. Item is selected by clicking on lookup button.

v After entering the required information click on “save”.

When you enter the vendor ID the following window will appear:

This is the section of “apply to invoice no”, here you will enter the

v Item

v Quantity

v Quantity of returned items

v Unit price

And click on “save”.

Peachtree-Sales Quotation and Sales Order:

Peachtree-Sales Quotation and Sales Order:

Open the Peachtree window and select the tasks from the task bar and then select the Quotes/Sales Orders. As Shown in the figure below: 

when you move the cursor on the Quotes and Sales order a side bar will open Where you will see:

When you select the Quotes option the following window will appear on your screens: 

Here you will ,mention the Customer I.D , Quote No. which are important to mention. Then in bellow section you will provide the Quantity, Items, Description and the unit price. After doing so you will save the window.

After closing this window open the Sales Order window , as shown in figure below:

when you select the sales order , the following screen will appear on your screens:

here same as you done in Quotes, you will provide the customers I.D and the S.O No: i.e. sales order number. After providing this you will provide the Quantity, Items, unit price of the product and then save it.

Peach-tree - How to Save Purchase order: 


from the task menu click on the purchase order. As shown in the figure below:

After selecting the purchase order option, you will face the following window:

Ø Here you will first select the Vendor I.D. and from the search option you will identify your vendor.

Ø After selecting vendor you will give the purchase order number in the right top box , where PO No.: is written.

Ø  Enter the dates if it is not of today select the appropriate one.

Ø  Also mention the goods through date.

Ø Mention the quantity items, the amount of items you received and item name.

After giving all the necessary information save the data provided.

Peachtree-Maintain inventory Items:
To maintain the inventory items subsidiary ledgers click on maintain menu on the Peachtree software’s top screen and then click on Inventory item. As shown in the figure below:

after clicking  on the Inventory items the following screen will appear in your screen:

here in the header field enter new item ID, and provide the necessary information. After providing the necessary information save all the provided information you may save it by selecting the Save button or click Alt + S to save the information you have provided.

Peachtree- “Maintain Vendor Record”:

“Maintain Vendor”

Open the Maintain Vendors window to precede, Change, and store information about the customers and companies and people from whom you purchase goods. Maintain Vendor includes following information:

1. Name, mailing address, phone numbers, Web sites and e-mail address.

2. The General Ledgers and purchase account

3. Balance of your vendor or from your Vendor.\

4. Credit limit of your vendor.

5. Vendor history, like last invoice and last payments information and the date of the when first purchase was made from the vendor.

6. You also can add a vendor, delete a vendor or can also change existing vendor information.
Now, from maintain menu select the Vendor as shown in figure below: 

by clicking on vendors the following window will appear on your screens: 

Here now enter a vendor ID, Name and provide the necessary vendor information. When you are finished with the information regarding your vendor click on the save button on the top of the window.

Now you will provide the General information in the in General Tab  here you will provide the basic information about the vendor like

·        Contact information.

·        Mailing Address

·         Phone numbers.

·        Fax numbers.

·        Beginning balances.

After providing these information about your vendor, click on the next tab that is of Purchase Defaults, and following screen will appear:

·         Purchase Rep:
here you can select/appoint an employee to act as a purchase rep. for this vendor.

·        Purchase Acct.:
here you will enter a General ledger account for this vendor i.e. inventory account.

·        Tax ID #:
here you will mention the vendor's tax ID number.

·       Ship Via:
Select the shipping carrier which this vendor uses for deliveries.


Now the next tab is of Customs fields as shown in figure below:

Custom field is to enter the other information about your vendor in your records. Like some of them as mentioned in the figure also, such as Office Manager, Account Rep, Special Note. Etc.

Now the last tab in Maintain Vendors is History, which is shown and discussed below:

Here you can save the history of your vendors such as:
 

·       Last invoice date.

·       Last invoice amount.

·       Last payment date.

·       Last payment amount.


“Default Information of Vendors”:

First we will click on the maintain menu and select the Default information and then another tab open we select vendors from their as shown in following figure:

  After by clicking on the vendors the following window will appear on your screens:

Now the first tab in the window is of “payment terms”, there you will view the following terms written:

·        C.O.D (Cash on delivery).

·        If you receive the amount of cash exact on delivery time then go with this option.

·        Next terms is of “prepaid”, if you collect the payment in advance then choose this option.

·        The Next term is “due in number of days” when you go with this option, the following terms will appear on your screen.
1. Net due in.
2. Discount in.
3. Discount percentage.
4. Credit limit.

Now the next tab is of Account aging, which is shown in figure below:

In account aging there are two types of invoices which are shown in above figure with the radio button:

1. Invoice date.
2. Due date.Next tab is of Custom fields that is shown below:

Custom field is to enter the other information about your vendor in your records. You can enable them by clicking on the check box in front of every field label.
 Like some of them as mentioned in the figure also, such as Office Manager, Account Rep, Special Note. Etc.