how to maintain report

HOW TO MAINTAIN REPORT

First we open Peachtree software and then go on the report option. When we click on the report option several options will open but we select the financial statement.

When we click on the financial statement this window will appear which have a several list but we select the income statement.

  When we double click on the income statement this window will be appear on the screen. In this section we see the option of time frame. In which we select the current period of time and pres the ok option.

In this window we can also change the time frame. When we select the range time frame then we have a option to select the period.

After select the time we click on the OK option. Then we go on the main menu of peachtree and click on the reports. When we click on the reports there are several option will be open. We select the income statement option. After the selection of this we go on the design option when we click on the design option this window will be appear.in this window we can the change the font.

how to maintain global option

How to use global option

Open the peachtree software and click on the option and select the global.

After selecting the global option this window will be display.

Accounting:

·        Number of Decimal from 1to 4,

·        Hide GL Account

·        many Other Options

·        than press Ok.

 When we fulfill this option we select the general option. This window will be appear.

·        General:

·        select Improve Performance

·        Line Item Entry Display

·        Small Data Entry

·        Color Scheme after selecting press Ok.

After fulfill this option we click on the peachtree partners.

Peach tree partners:

 we can select the security level for peachtree software. Three option are available

 Low, Medium or High.

After fulfill requires information we select spelling option this window will display.

how to assemble inventory

How to assemble inventory

In peachtree first we go on the task menu and then select the assembles option.

When we click on the option of assemble this window will appear in front of you.

ITEM ID: First we click on the item ID. And select the item which we want to assemble.

NAME: When we select the item id name option automatically fill with the name of item which we select earlier.

QUANTITY IN HAND: In this section we added the quantity which we have already in hand.

QUANTITY TO BUILD: In this section we added the quantity which we want to build.

NEW QUANTITY: In this section we added the new quantity which we have a required to assemble.

REASON TO BUILD: In this section we write the reason for what purpose we build th

Assemble.

After the giving all information we will the  reference number and select the date. Then we will go the save option and click on them and save the assemble information. when we click the save option this window will appear.

how to maintian general journal entry

HOW TO MAINTAIN GENERAL JOURNAL ENTRY

First open the peachtree software and click on the task and select the general journal entry.

When we select the general journal entry this window will appear on the screen.

When we select the journal entry option following option will be fill.

·        Description.

·        Entry debit and credit.

·        Account ID.

·        Summary of entry.

·        Reference number.

When we enter all data click on the save button.

how to maintain credit memo-sales return

How to maintain Credit Memo - Sales Return

First go on the peachtree software task menu and select the credir memo option.

When we select the cedit memo this window will apperar on the screen.

In this window we have to fill the following information:

v  We write the Customer ID

v  Date on which transaction do

v  We write the Credit Number

v  Write the Quantity

v  Item name for which we maintain credit memo

v  Write the Description

v  Write the Unit Price

v  Amount is automatically calculated

v  Job

      When we finished the work select the SAVE option

how to maintain receipts

How to maintain Receipts

Open the peachtree software go on the task option and select the receipts option:

After select the receipts option this window will be appear.

In this window we select the customer receipts number after this following window will be display.

how to maintain the sales/invoicing

How to maintain the sales/invoicing

Click on the task option and select the sales/invoicing to display the sales/invoicing window.

When we select this option this widow will appear on the screen

When this window will appear following information is required to fill.

·        Customer ID

·        Apply to sales order number

·        Chose the sales order we want to make invoice

·        Enter the invoice no and date

how to maintain the quotes/sales order

How to maintain the quotes/sales order

Open the peachtree software go on the task menu and click on the Quotes/sales order.

When we click on the quotes this window will appear on the screen.

Detail of quotes window:

·        Customer ID

·        Bill To

·        Ship To

·        Date

·        Good Thru

·        Quote No

·        Customer P.O

·        Quntity

·        Item

·        Description

·        Tax

·        Amount

·        Unit price

·        Sale tax ID

Sales order

Click on the task and select sales order to display the sales order.

Maintaining sales order:

·        Select customer

·        Enter date

·        Enter quantity

·        Item

·        Description

·        Unit price

·        Amount

After write the following detail we click on the save button.

vendor credit memo

Prepare Vendor Credit Memo

First click on the task option and then select the vender credit memo.

When you click on it this window will appear:

Following information are required to fill:

·        Enter the vendor id.

·        Date.

·        Enter credit no/serial no.

·        Mention the quantity

·         Item

·         Description

·        Unit price.

After fulfill the following requirement click on the save option.

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

Following information must be fill:

·        Apply to invoice no

·        Item

·        Quantity

·        Quantity of returned items

·        Unit price

After write the required information click on the save button.

how to make payment to vendor and creditors

How to Make Payment to vendors and creditors

First open the peachtree software then click on the task and select the payments option.

When we click on the the payments this window will display on the screen.

In this window we have to fill these requirements:

·        Select the vendor

·        Enter the cheque no.

·        Date of payment

·        Quantity

·        Item

·        Account

·        Unit price

After write the required information we will paid the discount amount. For the discount payment this window will be appear.