REPORT:

When we make the report than first we go to report,than a window is appear.

When we click the general ledger than this type of window is appear.

Than select the any reportthe report will show the all the record.now we select the chart of accounts than this type of window is appear.

Its show all the record about the chart of account and also show the active and deactive the account.

DESIGN:

In reports different type of options like copy to excel or change the design,we convert all the work in excel sheet by using the report.if we click the design button now this type of window is appear.

COPY:

If you are click the copy button than this type of window is appear.

EXCEL:

By clicking the excel option than a window is appear like.

When you check all the option than select the file which we want to convert excel sheet to press ok than a file convert to excel.

FIELDS:

When you click the second tab than a window is appear on the screen.

In different option in this tab you see and check it, those file who were show or not show you see that I the option,and title are also show in this tab,when you chack all the option than press the ok button.

FONTS

When you click the fonts option than a window is like on the screen.

In this option you see the fonts file information.

ASSEMBLIES:

When we make the assemblies first we go to task menu and click the assemblies.

When we click the assemblies than this type of window is appear.

Now you filling the item id,name,reference,date,reason to build,when  you fill all the option than window like this.

After filling all the options than click the save button.

HOW TO MAKE SALES/INVOICING:

now we maintain sale invoivecing than go to the task and than select the sale invoicing.

When click the sale invoiceing this window is appear.

Fill the information in this window than window turn to.

And here you fill the invoice no and ship date and than click the save button the file is recorded.

WHEN RECEIPTS FRIM CUSTOMERS:

now here to make receipts than first you go to the task and select the recipts.

When you click than this type of window is appear.

Select customer id.and fill other information than window turn to.

Simply mark the pay option.

Now just click the save button.

HOW TO MAKE SALES QUOTES:

When we have customer and inventory account than we made the sale quotes.first we go the task menu and select the option of quotes/sale order

When you click on the Quote window will appear like:

You fill the name of customer,costomer id.date,and other option than the window like this.

Now simply click to save option than file is recorded.

HOW TO MAKE SALE ORDER:

WHEN YOU SALE ANYTHING TO THE CUSTOMER THAN WE MADE THE SALE ORDER

FIRST WE GO TO THE TASK MENU AND THAN SELECT THE SALE ORDER.

when you click the option the window appear like this.

Simply you fill the all information than click the save button and file is save.

HOW TO CONVERT QUOTES INTO SALES ORDER:

SIMPLY YOU GO TO THE SALE QUOTEES.

Click on the quote a window will appear like:

Now here click on the OPEN button and all the saved quotations will appear like:

Select that specific customer’s quotation by double clicking on that and window appear:

So here you can convert this quote to sales order by clicking on the “Convert£ button. When you click on that button it will ask you this:

So here select convert to sales order and give sales order # and after that click on “OK” and this quote will convert to Sales order.

General Journal Entry:

General journal entry is use for any transaction in which two accounts are affected.

First we go to task menu and select the general journal option than this type of window is appear.

When you click the option than this type of window is open.

In this window you need to fill the transaction. The account which is debt” on the debt side and the credit on the credit side. You will also need to fill the “Date” and “Reference” for this transaction.

When you fill the transaction window will look like for one transaction:

After recorded the all information than you need to save it.

How to maintain Global Option:

first you go to task menu and select the option of global.

When you click on Global will appear like:

There are four tabs in global option

First is Accounting. In this you can chose the number of decimal you want in your written amounts. Then if you want hide the any account (Account payable, Account receivable or pay roll) from the SO, PO etc then you can check on that option and that account will be hidden from that statement.

Second is General  tab: 

 You can chose colour scheme for your Peachtree from this option.

Third tab is Peachtree pattern:

You can choose any level of security for your Peachtree Partners from this window.

Fourth and the last one is Spelling tab:

You can set options for your typing in this window like make spell check as you type or check spell on save or close etc..

After all changing click on OK button.

HOW TO MAINTAIN VENDOR CREDIT MEMO:

First we go to the task menu and than select the option of vendor credit memo.

When you click the option than a window is appear on the screen.

 Now we are filling the vendor id,name,date,credit no etc.

After filling the option than a window is like.

Than filling the quainty,item,description,gl account,unit price,amount etc.

Fillint the all the options than click the save option than file will save.

HOW TO MAKE PAYMENT:

now we make the payment so first we go to the task menu and select the payment. 

when you click the payment than this type of window is appear.

you can also the select the payment in navigation aids and select the payment.

in the first row and 2^nd column top the payment,if you click the payment than same window is appear which above the window is appear.

 now in this window you have fill the following information.

1.     Vender ID 

2.     Date

3.     Address

4.     When you select the vendor this type of window is appear

So if you select the discount period than the discount is show otherwise discount is not show.

HOW TO SAVE A PURCHASE ORDER:

PURCHASE ORDER:

Now we make the purchase order first we go to task menu and select the purchase order.

When press this option this type of window s appear.

Now filling the all information like vendor id,name,date,po no after filling the all information the window is like:

Now we are filling the quantity,received item,item type,description,gl account,unit price and amount.than this window is like:

CUSTOMER INVOICE:

In purchase order must fill the customer invoice number.

DISCOUT AMOUNT:

Discount amount fill the discount box,

TERM:

Term also set that for example if the payment in 10 days than 2% discount is received.

ACCOUNT PAYABLE:

 Account payable is fill the box.only account id is fill you were enter in the chart of account.