MAINTAIN PAYMENTS

We will open an existing company . There we will select the payment  menu.

after this window will appear

in this window you also chose cash account cash in bank or etc.

here we click on OK & following window appear

.

here you select ID of vender

date when you make payment

after all necessary information save it.

if payment on discount period then we get discount on it

MAINTAIN INVENTORY ITEMS

ü  Firstly open your “ EXISTING COMPANY” Peach tree account here a window appear “ PEACH TREE TODAY WELCOME “

ü When this window appear then in you chose maintain menu and in maintain menu you chose inventory items option

  When you chose inventory items new window appear in screen here you fill all necessary information 

  Here you fill all the columns

1.    In first Colum you enter item ID that you chose any inventory or any business this Id you can also assume.

2.    Second fill the description

3.    3^rd step you select price level according your commodity here multiply price level you chose one of them.

4.    In 4^th item tax type that your tax is payable or exempted if payable than you chose

5.    In 5^th you chose last unit cost.

6. In 6^th you chose cost method according your commodity its LIFO,FIFO OR AVERAGE 

7.    Then you fill GL sales acc , GL inventory acc , and GL cost of sales acc relating your item

MAINTAIN VENDERS

open peach tree and go to maintain menu and select venders option.

when you select venders a new window will appear.

here you enter ID
name
contact number
account number
address etc.
if you enter only id and name and click on save button a warning show on screen its not a legal general ledger. 

you must enter all purchase default enter
purchase account
purchase rep
and ship via you ship your company

here you fill 
office manager
account Rep
special note
in this we change custom field

in history option you mention all transaction you done with vender.

Vendors Default:

by using this we can also maintain records of vender default

term according to the option selected.

a new window by the name of vender default there you select different options.

C.O.D
it means cash on delivery. in this we receive payment at the time of delivery.

prepaid
in this amount of goods receive before delivering date.

Due in numbers of days
mentions the days which payment is due.

Due on day of next month
in this we select any day of the next month to receive the payment.

Due at the end of month
in the payment receive at the end month goods sold and invoice issued.
Payment term
in this we mention account which we giving discount GL sales account. 

Account aging
mention due date & invoice date

Invoiced date
when invoiced issued here that amount mention

Due date
mention the due date

Custom field

in office manager you can change office manager.
here you can also enter more customer field.

Maintain customer prospects

go to maintain bar and select the customer prospects option.

a new window will appear here you enter
ID
name of customer
and than press Alt S to save it.

this warning appear if you not enter proper information

here you must enter GL sales account

in sales default we enter
address of shipment and other information about shipment

In Payment Default we enter the detail of the person who will receive the shipments and invoice. And we also mention the payment in this tab

we enter other information about customers

 

in this we enter previous history

we also change custom feilds by click on maintain option & than click on default information.

in this we select discount accordingly.

C.O.D
it means cash on delivery. in this we receive payment at the time of delivery.

prepaid
in this amount of goods receive before delivering date.

Due in numbers of days
mentions the days which payment is due.

Due on day of next month
in this we select any day of the next month to receive the payment.

Due at the end of month

in the payment receive at the end month goods sold and invoice issued

.
Payment term
in this we mention account which we giving discount GL sales account. 

Account aging
mention due date & invoice date

Invoiced date
when invoiced issued here that amount mention

Due date
mention the due date

Peach tree - Maintain Charts of Accounts

Firstly we chose a Peach tree software and a window appear on the screen “Peach tree accounting “ here you chose open and existing company option and click on existing company option

After this when you press on existing company option then new slide appear on the screen “open an existing company here some option appear on the window and you chose the “Brows “button when you chose brows button new slid or window show on screen “open company “   

here you go to the “drive “ option and select an drive where you save the existing company file for example  Z  drive “ 

When you chose drive here some directories appear and you chose one 0027 when you double click on the drive new slide appear “Peach tree today welcome

Here you chose that drive where you save your existing company

When this slide appear on the upper side of that slide some bar or icon are present in this you chose “maintain “option and click on it

After chose maintain some option appear on screen here you chose charts of accounts option

When you click maintain option here new slide show on screen its “maintain charts of account “

In this window you write all the “ account id “ its “ description “ and “ account type after fill all this columns press the “Alt “ key and “S” key to save the accounts and go to the next Column chose your charts of account save in the drive .

If you want to change account type, id or description then click on search button and double click on the account that you required to change then change the following and click on save button your account will save

 To see the Accounts that you saved in the Chart of Accounts click on the “Reports” button which was in the tool bar

Now click on the forth option that was “General Ledger” the new window will appears named as “Select a report” in this window “Double click” on the “Chart of Accounts”

The new window shows you the Name and detail of your company. Where you can see all the data you saved previously in the Maintain chart of account. This window shows you the “Account ID” “Account description” “Active” and “Account Type”

Maintain beginning balances

to maintain charts of account you required following steps go to maintain menu and click on charts of account.

a new window will appear on screen here you fill all charts of accounts.and also fill all column.

after all accounts enter than click on beginning balance a new window will appear here you will select period when you enter data mean beginning balances and than click on OK button

after click on OK button a new window will appear named as charts of accounts beginning balances before enter data we check that we enter retained earning or not if no than enter retained earning account because without it software not accept data if balances enter correctly than trail balance equal to zero