General Entry in Journal

General entry in Journal

·         To record general entry in Peachtree open the home page of Peachtree

 

Go to the Task option and there will be an option of general Journal click on it

 

·         A window will open

 

1.       Fill the Date and reference number in the form

2.       In the GL Account select the account in which you want to make transactions

3.       In description write the narration of the transaction

4.       Write the amount in debit credit column

5.       In this way you can record transactions in Peachtree

Assemblies

Assemblies:
Assembly is the option to record finished inventory items and also inventory in hand
For this open the Peachtree home page and go to the option “Task”. There is an option “Assemblies” click on it

A dialogue box will open look like this





• In item ID select the item u want to record
• Date and reference is used to show the date in which the inventory is recorded.
• Quantity needed to build should not exceed quantity in hand. In this case the software will give you error and your data will not save as well.

Global option in Peachtree

Global option in Peachtree:

·        Open the home page of Peachtree

·        Go to “Options” and select “Global” option

A dialogue box will open.

In Tab there are four options:

1.     Accounting

2.     General

3.     Peachtree Partners

4.     Spelling

Now selecting the Accounting tab we have the following options:

Decimal entry:

a.     Automatic option will automatically put decimals in the figures

b.     In Manual options you have to put decimal by yourself

Hide general ledger accounts:

By checking this options it will hide the

a.     Account payable

b.     Account receivable

c.      Payroll

Other options:

By checking this options you can

a.     Warn to record your unsaved record

b.     Will hide inactive records

c.      Recalculations

d.     Uses accounting links

Next tab is of General:

·        You can improve performance by checking or unchecking options of

Do not print full length header

Do not shows inventory items

·        Can select your desired “line item display”

·        Smart data entry will help you to “Automatic field completion” and “Drop down list display” like of vendors, inventory or customers etc.

·        You can change colors by selecting your desired theme

Peachtree Partners:

It will maintain your security level

·        Spellings

It will help you typing in Peachtree.

Maintaining receipts option

How to maintain receipts in Peachtree?

Open the Peachtree home page

Go to the “Tasks” option and select the option of “Receipt”

A dialog box will open in which we have to select the mode of Receipts i.e. bank or cash.

After selecting the mode a dialogue box will open

Following steps will be taken to fulfill it:

Deposit ticket id number which is given on cheque

Customer id

Add reference, receipt number given on sales and date and add receipt amount

Name address city country option has been filled

Quantity item and unit price has been added

At the ends save it.

how to maintain Sales Invoice

How to maintain sales invoice

·         Open up the home page of Peachtree and go to the task bar.

·         Click on the sales invoice option.

·         A dialogue box will open.

Now we will do the following step:

1.       Select the customer id

2.       Then mention the date

3.       Give the invoice number we have entered in invoice

4.       Fill up the Customer Purchase order No (P.O)

5.       Mention the the way of transportation

6.       Fill up the shipping date             

7.       If there is any discount policy, we will mention it “Terms” option

8.       Then fill up Quantity, Item and Description option to show the detail information.

sales order qoutes

Quotes/ sales order

Open the task option in bar

And after that on quotes.

Window will open

Add all the details, name, and address

Date is very important

Add date as an invoice number.

Then add items about which it is made

vendor credit memo

Vendor Credit Memo

1st click on the peachtree and open it , click on option toll bar option task than on vendor crdedit memo after that

This type of window will appear.

Returned the things to which vendor, add his name and then make a invoice number of that vendor.

After selecting vendor and invoice number



Mentioned number of goods, returned and than press OK

At last save the data, and done other things.