Reports

Reports

By clicking on the 7^th option of reports you can check the financial statement.

After clicking on financial statement following window will appear.

There are reports of different accounts. Click on that and the related reports according to that account will be on right side. As we select financial statement so the reports regarding financial statement on the right side.

When we click on cash flow statement following window will appear.

After clicking on OK following window will appear.

These are those amounts which we recorded earlier and they are automatically go to their respective reports. So these are in the form of cash flow statement.

From here we can change header, text body, description.

If you want to convert this into excel sheet so from the top of the window of cash flow statement click on excel following window will appear.

Click on OK and then following window will appear.

You can also check general journal accounts by clicking on the general journal on left side.

After clicking general journal on right side the following window will appear.

On the top of this window select option and following window will appear.

Filter

By selecting transaction date, reference and GL account we can change the date and type. After that click on OK button to save it.

Fields

By clicking on fields following window will appear.

You can enable or disable the different fields by clicking on the show and title box. And then click on OK button to save it.

Fonts

By clicking on fonts following window will appear.

You can also change the fonts by clicking on the font which you required. After selecting that click on OK button to save it.

Global Option

Global Option

Click on option from the top of the window which is at 6^th number and select global from that.

When you will click on global the following window will appear.

There are 4 tabs one is accounting.

ACCOUNTING

In decimal entry there are 2 options. One is automatic and 2^nd is manual.

If you want to enter the decimal point yourself so you will click on manual and if you will select automatic so the decimal will be selected automatically.

Hide General Ledger Accounts

You can hide the general ledger account by clicking on them. Account receivable and payroll are already check by default so by clicking on that you can unchecked them.

Other Options

If you want that there will be a warning message if you not saved the entry so click on that.

If you want to hide inactive records so click on 2^nd option.

If you want to calculate the amount so click on 3^rd option. And after that just go to payment account and all the calculation will be done.

Click on OK to save the info.

General

2^nd window is of general.

Improve performance

If you want to print page with sequence so click on 1^st option.

If you want to hide the inventory quantity click on 2nd option and the inventory quantity will not be shown in any other account.

Click on OK button to save it.

Smart Day Entry

If you want that the list will automatically drop down when you go to the particular window so click on the 2^nd option.

Click on OK button to save it.

Color Scheme

You can also change the color scheme of the window by clicking any one of them.

After selecting the color scheme click on Ok button to save it.

Peachtree Partner

There are other soft wares which are associated with Peachtree.

Choose by clicking on the option you want to select.

After that click on OK button to save it.

Spelling

By clicking on the required options we can check the spelling which we enter.

There is also custom dictionary available to check your spellings.

Choose the options which you want to select and click on OK button to save it.

Assemblies

Assemblies

From the top of the window click on the 4^th option task and select assemblies from that.

After clicking on the assemblies the following window will appear.

Select the item ID by clicking on the look up button which you want to assemble. And the name will be selected automatically.

Write the reference number.

Select the date.

And then write amount of new quantity which you want to assemble more.

And in last write the reason to build the new quantity.

After giving all the info click on save button to save.

General Journal

General Journal

Adjusting entries are recorded in general journal.

On the top of the window there is 4^th option of task click on that and select the general journal from that.

After clicking on the general journal the following window will appear.

Write the date and reference number.

Click on GL Account to select the account you want to make journal entry.

And then write the amount whether it is debit or credit.

After that click on save button to save your entry.

Credit Memo Sales Return

Credit Memo Sales Return

Click on the task option on the top of the window and select credit memo.

By clicking on the credit memo the following window will appear.

By clicking on the look up button select the customer who returns the goods.

Write the date at which customer returns the goods.

Write the credit number.

When you will select the customer the following window will appear.

Item contains the item number which you saved in charts of accounts.

Quantity is that amount which you sold to your customer.

Returned is that amount which your customer returned you.

Description contains the name of the good which your customer returns you.

When you will select the customer so there will be the quantity written which you sold to your customer and also the amount at which you sold to your customer. Just write the quantity which your customer returns to you. And the amount will be adjusted automatically.

Click on save button to save the info.