GLOBAL OPTIONS

For using global options first of all go to the option from the above given tool bar and click on it then select the option of global from it after that you will have a following screen like this

After selecting the global option you can see a following screen like this

In this you can see different types of tabs like

1)   Accounting tab

2)   General tab

3)   Peachtree partners

4)      Spelling

ACCOUNTING TAB:-

In accounting tab you will have to select the automatic or manual for decimal entry and the below given number of decimal places from here you will select a number for changing the decimals you can see a list of numbers here like this

 After that you can see the two more options of hide general ledger accounts and other options. In case if you want to hide accounts receivable, accounts payable and payroll then click on the small given box after that a tick will appear.

After this click on GENERAL TAB then you will have a following screen.

In this you have different type of options like improve performance, line item entry display, smart data entry, color scheme.

After that click on the next tab that is PEACHTREE PARTNERS

After clicking on Peachtree partners you will have a following screen and in this the security level of information is given

After that click on SPELLING TAB then you will have a following screen like this

In this you can see here two types of options 1) Peachtree spell check 2) spell check options after selecting the option of check spelling as you type from the spell check option then click on “0K”.

Maintain general journal entries in Peachtree software

The procedure for maintaining general journal entries in Peach tree software is to first you will have to go to the task menu then select the option of general journal entry… from the given options then click on it then after that a following window will appear on the screen like this

After clicking on general journal entries you will have a following screen

Here you can see the following items in this you will have to fill the requirements of the transaction

vDATE

vREFRENCE NUMBER

vGL ACCOUNT

vDESCRIPTION

vDEBIT

vCREDIT

DATE: - in this you will have to give the date of the transaction in which you are recording

REFRENCE NUMBER: - in reference number you will have to give the reference  

Number

GL ACCOUNT ­:- in this you will have to select the GL ACCOUNT

DESCRIPTION: - in description box you will have to give the description

DEBIT & CREDIT: - in debit and credit column you will have to write the amounts and after writing the amount you will have to save it.

HOW TO MAKE RECEIPTS…

For making receipts you will have to open task menu from the given tool bar then select the option of receipts from it then you will have a screen like this

After that click on the option of receipts then you will have a following screen like

DEPOSIT TICKET NO:-

In this you will give deposit ticket no

CUSTOMER ID:-

In this you will have to select customer id from the look up button

REFRENCE:-

after selecting the customer id you will give reference no

RECEIPT NO:-

in this you will give reference no

DATE:-

In date column you will have to select date

AMOUNT PAID:-

Then click on amount paid

HOW TO MAKE SALE/INVOICING…

For making sales/invoicing you will have to open task menu in task menu you will select the option of sales/invoicing then you will have a screen like this for this you must have sales quotation.

After that you will click on sales/invoicing and you will have a screen like this

CUSTOMER ID:-

In this you will give customer id

DATE:-

After selecting the customer id you will have to give date

INVOICE NO:

After giving the date you will give invoice no.

SHIP DATE:-

In this you will have to give ship date no

QUANTITY:-

After Giving The Ship Date No give the quantity you purchased

ITEM:-

In this you will have to select item

AMOUNT:-

After that give the amount in amount column then save it

HOW TO MAINTAIN INVENTORY ITEM

For maintaining  inventory item first of all you will have to open Peachtree software then select the maintain option from the above given tool bar and from maintain you will select inventory items then click on it like this

After that you will have a following screen of maintain inventory like this

Item id:-

In this you will select the item id by clicking on look up button

Description:-

After selecting the item you will write the description of product that you are making

Item class:-

Here you will select the item class

After that select the GL SALES ACCOUNT, GL INVENTORY ACCOUNT & GL COST OF SALES ACCOUNT. Then write last unit cost and unit/measure and then click the option of save from the above given tool bar.

 For making Assemblies

The procedure of making assemblies you will select the task from the above given tool bar and then select the option of assemblies from it like this

                       

After that you will have a following screen like this

           

For making   assemblies you will fill the requirements of assemblies

Item ID:

 In this you will select the item id from the look up button.

Name:

After the item id you will write the name

Reference:

After writing the name you will write the reference in the reference box

Date:

In this you will mention the date.

MAKING CREDIT MEMO

For making the credit memo you will have to select the task option from the menu and then select the option of credit memo like this.

When you will select the credit memo you will have a following screen

Customer id:-

In the credit memo you will first select the customer id from the look up button like this

Date:-

After the customer id you will select the date if you want to otherwise when you will select the customer id automatically the date will appear in the date box.

Credit No:-

After entering the date you will write the credit no.

Term:-

After entering the date you will write the business term

Quantity:-

You will write the quantity of the product

Item:-

You will select the item from the look up button

Unit price:-

After selecting the item you will write the unit price like this

HOW TO MAKE VENDOR CREDIT MEMO

For making vendor credit memo you will have to go to the task menu then select the option of vendor credit memo like this

After that you will have a following screen

In you will have to fill the vendor id select it from the look up button which is compulsory from you will take items like this.

Then fill the date on which you will take items from the vendor

Then after that write the credit no. in the box which is at below of date like this

After that write the quantity , then select the item from the look up button then write unit price like this and then save it