MAINTAIN CUSTOMER /PROSPECTS

After setting up a company and chart of accounts we will establish subsidiary ledgers for account receivable. For this we will select the option of maintain and choose the option of customer/prospectus and you will have screen like this

After selecting the option of customer/prospectus you will have a screen like this where you will write company name, address, customer I’d and other information of customer

After that you will select the option of sales default and click on that option then you will have a screen like this

you will here enter the sales rep to make a contact with the customer and you will also enter the general ledger sales  account ,and fill open P.O number etc.

After filling all the information you will select the option payments defaults and click on it then you will have a screen like this

After that you will fill all the options of cardholder’s name, address, city,state,zip, country, credit card number and expiration date etc. After completing all information you will select the next option of custom fields and you will have a screen like this

after providing all the information you should save all the data from top left second option of the window.

How we will Maintain default information of customer

For the purpose of maintaining default customer information click on maintain option then you will have different types of options and click on default information then you will have an other options click on customer and then you will have a following screen

After that when you will click on customer you will have a screen like this

Then click on payment tab and fill the all default information of customer. Here are different options of c.o.d, prepaid, due in number of days, due on day of next month, due at end of month.

And the last standard term is due at the end of the month this is for if you want to get the amount of sales of the month

After that at the end there is GL link accounts:-

Here you can write the GL sales account and Discount GL account.

After that click on account aging tab you will have two types of invoices by: invoices date and due date.

after that at the below you can see aging categories and different columns fill that columns according to number of days and column heading and then move on to the next tab that is custom fields then you will have a following screen.

In this tab you can see here are different field’s labels and in this you can entre other information about customers. You must checked the box to enable it to enter the text .after that move on to the next tab of finance charges then you will have a following screen.

In this tab you will provide finance charges regarding your customers. Here you will write

·        Invoice days over due

·        Annual interest rate

·        On balance above that we will charge finance

·        Minimum finance which we charge

After providing above information there is an option of change interest on finance charges we will select that option to apply the interest charges on our customers then we will write the amount in finance charge general accounts there is another option of print finance charges we will select the option if we want to print this statement on customers invoices and after that move to the next option of pay methods and you will have a following screen.

 In his window you can select the payment method by which your customer will pay you the amount you can up to 10 payment methods that your company accepts.

CHARTS OF ACCOUNT

     How to maintain chart of accounts

open a peachtree then you will have a screen of peachtree then you will select one option open an exixting company then click on it then you will have a screen of open company then you will click on browse then select “z” drive form the drives block then open z drive after that you will have a screen of peachtree today.

Then select a option of maintain form the above given tool bar then click on maintain then select the option of chart of accounts. And click on it then you will have a screen of chart of accounts.

here  write your “ account ID”, “description” and “account type”. Then press alt “s” to save this. In this way you can maintain your chart of accounts.

Correction of chart of accounts

If you have mistakenly written a wrong account ID , description and account type then correct it by the below given option.

         This is called “LOOK UP BUTTON”

By clicking this button you can change your account type and description

 And you can change your account id by clicking above written change id and then click button “ok”.

By applying above mentioned method you can easily modify your chart of accounts.

peachtree

                                Set up a new company

After the start of the program the following screen will appear. To establish a new company click “setup a new company” option and follow the next instructions.

 After selecting the introductory screen will guide you the rest of the process.

Now by clicking the “next” button you will have the screen of company information and you will give the company information such as name, address, telephone no, business type etc. The most important thing to write is company name.

Then by again clicking the next button you will have a screen of chart of accounts you can choose several methods to setup of accounts. Here you can chose chart of accounts already developed by the software of many sample companies or you can copy charts of accounts from existing peachtree company or another  accounting software compatible with peachtree or you can build your own charts of accounts. You will choose the option of build your own company.

Then after that select the next option and a screen of accounting methods will appear.

After that you will see that there are two accounting methods cash and accrual. Accrual method is usually followed, where we accrue expense and income weather paid or received or not.

Then again click the next option to move on and next you will have a screen of posting method.

Then by selecting the real time from the two given options the transactions are posted to the ledger as they are entered and saved.

Then click the next button and you will see a screen of accounting periods.

Then select the 12 month accounting period and click the next button. In the next step you have to chose the month when the accounting period will start and the month when first time the transaction will recorded.

Then after clicking the button you will see a screen of congratulations and by clicking finish the company set up completes.

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.