“HOW TO MAINTAIN GENERAL JOURNAL ENTRY”

Firstly we open the peachtree software then go to the task menu and select the option general JOURNALentry.

After clicking the following window will appear..

In this window, we have write the following information which are given below..

     Date  ,  Reference, GL account, Description,Debit  Credit ..

At the end click on the save button to save all entries.

HOW TO ASSEMBLE INVENTORY

Firstly we open the peachtree then go to the task menu and select the option ASSEMBLIES .

The window will appear.

                       

You have to write the  following  required information .

Item ID.

Name.

Reference.

Date.

Quantity on hand.

Quantity to build.

                            

                               Report

     Firstly we go to the peachtree go to the menu bar and click on the report

                                                                                                                                                                

Click on any report like we click on the account receivable

When we click on it there window will open which name was select the report

Let suppose we look the report list we click on the customer ledger ..

 The window will appear

Now u see the bar menu  there is a opions button u click on dat when there is a window appear

There window will appear  we can see the customer  id and customer type .. in a filter

There was a types we can select itx in range or all

When we fill it then ok that

The customer ledger show like dis

Becz we select both same company

Next we look task bar there is a excel button click on it

We paste dis work on excel click on ok then all the work paste on excel . u can change all the changes in it ..

U can change the title font like u can see the task bar there is a opion of design

Click on it

There is a font opion nd field opion in field u can all dat things which are hidden .. and in fornt u can ur font of title line

Quotes and sales orders:

Firstly you have to click the quotes and sales orders from task bar 

Then click on the quotes following window will appear

give all the information in it like  give the requirements such as customer id , customer PO, quotes no. sales rep ,quantity ,item, description unit price ,amount then following window will appear

Then save it

After that click on  the sales order then following window will appear :

Then the requirements quantity that is sale , description , item, etc fill it all and then save it.

Then save it.

                        Vendor credit memo

Firsty we go to the task bar and click on the vendor credit memo …

When we click on it the window will appear  like dis :

 We fill all the information select the vendor id date give the credit no : All fill all the information that they want like quality items description unit and GL account

Then save dis all 

How to maintain the payment.

                       
            
       First go to the tasks bar and select the payment

If vendor account is made the select the vendor id to make the payment. Then select the vendor id and give the check no. The following widow will appear as…

Give the quantity and item by searching and give description name and gL a/c by the name given in the chart of account and then give units. Then following wiNdow will appear as then save it.

If vendor account is not save the payment will give in the apply to the expenses and then give the description and OTHer information.

                                                              Purchase order

First we go to the task bar nd select the purchase order .we will purchase the order to  following  the window…

after the selection the window will disappear  like this ..

In  this we see the vendor id if you have a vendor id then select that other wise u will make it double click on the vendor id there vendor coloum will open nd u will fill All THE INFORMATION ABOUT THE COMPANY AUR CUSTOMER IN IT .

On the otherside you will fill the date  and good thur .. there is also a p.o number 

In the next step when we requirement that fill the next step quantity nd items  ..

We will all the information in it like this

                        how to maintain vendor

First, open the patch menu tree programs and projects, and to keep and then select the following option window will open

Select the vendor opion nd open the maintain vendor.

Header field we will fill all the information in it .then we fill the general field .in the general head in which we record contact information, account no, address, city.etc

A tax identification number, ship via messaging as default tone be purchased Representative purchasing, etc. Now select custom fields and then the following window will open

In custom fields we record office manager, account representative, special notes box empty and save information about the seller. Now select the story, then the following window will open.

In history head we save vendor previous record .

     

                        how to maintain the inventory items

  first we open our company go to the maintain and click on inventory items like this..

  

Window will display

Now we fill all the information in it .. there is two field

Header field and general field .

Header field :

In this we fill the item id and description  there is a very important point which is class item it  identifies the class item. in active is that if u use longer plan then click on it .

General field :

In this we will all the information in the general.. in general  there is price level , item tax , last unit cost , cost method ,item types location unit measure , weight , gl sale acct , inventory , sales acct .. you will all the information in it..

Customer  field:

                                    Field labels can be changed and on the item defualt window

History :

If we enter the beginning balance then the amount will show here..                                                                                              

                                                         Default information

Open ur company and go to the maintain click there ..

Then click on the default information go to the customer

Default customer

Payment term:

In this there is the 5 term in it one is cOD , prepaid , due in number of days , due in number of next year , due in number of end year … in this we select the due in number of next month

In this there is a sale default there is a four term due in the next month , due in the days . discount %, credit limit ..

GL SALES ACCOUNT

 IN THIS WE SELECT ANY ACCOUNT WE SELECT SALE ACCOUNT

ACCOUNT AGING :

                Age invoice by and aging categories

In age invoice there is head : invoice date and due date

And  invoice date thet ur on desir and due date that is given to you to pay the amount in this date and aging categories there is a four column

 In first column there is a 30 days that we pay the in the 30 days

Customer field ;

    Customer fields can be used to enter extra information about customer .

Finance charges:

In this finance charges  there is invoices which we set on

Days overdue up to

Annual interest sale

On balance above that

Minimum finance charge

Now the next in this finance charges is charges interest on finance charges .

Finacace charge of GL account and select the account that I mention with 700 ..

 Now the last step is pay method you  may add up 10 methods of payment that your business accepts. This list Is available from the sales/ invoicing and receipts screens .