HOW TO MAKE VENDOR CREDIT MEMO

HOW TO MAKE VENDOR CREDIT MEMO

First we went to task and select the vendor credit memo.

Ø First we select the vendor id

Ø Choose the date

Ø And select the credit no.

Ø quantity  and item must include

Ø And select the description.

Ø And unit price must include and then we get the total amount.

Ø And last we save all data

HOW TO MAKE A PAYMENT TO VENDOR

HOW TO MAKE PURCHASE RECEIPT INVENTORY

When we go to the next step of purchase receipt inventory.

And we select the main menu and went to the task.

And select the purchase receipt inventory.

Ø We again enter the vendor id and went to purchase receive inventory

Ø Select the date

Ø Select the invoice no

Ø Purchase order no

Ø Receiving quantity

Ø Save data

                             

HOW TO MAKE PAYAMENT TO      VENDOR

First we went to Peachtree system and select the company name.

And went to menu and choose the task and select the payment .

Payment give to the vendor.

Ø And  we select the task through task we went to the payment option.

Ø And select the vendor id

Ø And chose the date

Ø And check no must include

Ø Click on payment

Ø And save the data

Ø Purchase discount if available only condition when we make payment with in ten days.

HOW TO MAKE PURCHASE ORDER

HOW  TO MAKE  PURCHASE  ORDER

TO open the purchase order first we went to menu and select the purchase order.

                  

We select the purchase order and after we went to next process.

  

    

Ø In purchase order we select the vendor id. 

Ø And after company name

Ø And we select the date

Ø We select the purchase order and invoice number

Ø We choose our quantity

Ø And select the item id and description

Ø We select the unit price and total amount

Ø And the last we can save all data.

 

              

HOW TO MAKE PURCHASE RECEIPT INVENTORY

When we go to the next step of purchase receipt inventory.

And we select the main menu and went to the task.

And select the purchase receipt inventory.

Ø We again enter the vendor id and went to purchase receive inventory

Ø Select the date

Ø Select the invoice no

Ø Purchase order no

Ø Receiving quantity

Ø Save data

HOW TO MAINTAIN CUSTOMER RECORD IN PEACHTREE

HOW TO MAINTAIN CUSTOMER RECORD IN PEACHTREE

We select the customer record in Peachtree and we select maintain.

 

Firstly we select the existing company and then we select maintain.

1_customer.

2_prospect.

Then we select the general.

 

                                                                         

We select the sales default.

In sales default we first choose the customer id.

 Name of customer.

General sales account

                                                

We can change the information through payment defaults

.                                                            

 

We record the customer information.

When entering a new customer you can enter information on this history tab

First we select the maintain and then we choose default information and customers.

 If Cash on delivery the discount will be not met.

In Account Aging IS consist of two approaches

1 – INCOME STATEMENT

2—BALANCE SHEET

In custom fields other department information is available

 

Calculating flat rate in finance charges method.

HOW TO MAINTAIN VENDOR RECORD

HOW TO MAINTAIN VENDOR

RECORD

We maintain the vendor record and store our company information in this step.

We maintain vendor window

Name of company and address of company.

We save all data in this process

 

To setup the purchase default in vendor account

   In Purchase rep we can select the person of our purchase representation.

Purchase account treated as expense account

We use tax id no.

Ship via use.

In cash and prepaid discount is available.

And other things the discount is not available.

Custom field information is compulsory in vendor account.

Name is required in customer field information.

 

First we select the history tab for maintaining the vendor account.

Last invoice date and last payment is must required.

We select the maintain then we went to default information and vendor.

In cash and prepaid discount is available.

Purchase and discount is compulsory.

In account aging invoice date due date is required.

It consists of column heading .

Four column is available.

Choose the custom field and then select the label field.

Label field consists of four things.

Office manager

Account rep

Special note

chart of account

                          What is chart of Account

Open a chart of account to click the button and open it new company

       How to maintain a chart of account

Firstly open a new peachtree software.

With the help of peachtree we can able to maintain the chart of account.

And click it .

Beginning exploring peachtree today by a clicking  a page name.

Guide for new users to help setup a new company.

Through peachtree accounting is easily.

open chart of account with the help of peachtree.

In peachtree accounting first we select the account id.

in this step we define the step of description.

We introduce the new step of account type.

Look up button.

If any mistake we can have a option a delete button.

How to save of our company data.

Select the beginning balance of our existing company.

setup a new company

                                                                      Set up  a new company

We will click to open a set up

                      

This is a introductory window which guide us through the new company setup phase. A new company “and following display will open. Must be knowledge of about these five functions.

Your company’s name and address

Your chart of accounts

Your posting method

How to open these process

For new company this is compulsory

Which type of our business?

    

This obove option will come and we select chart of account

This provide us many meted to setting the company chart of account

                                                               

We done of our work according to business requirements

Click to open which  account information is required.    

Open new account with the click of button.

Posting method is real time

                                                                                            

Accounting periods mostly 12 of month.

Accounting period that not match the calendar month.

When you want fiscal year to start.

What is the month you will entering data.

What is the first year will be entering payroll.

You have completed the required information for setting up accounting company.

Many defaults have already been set up you. You can change these and other default option at any time in peachtree accounting.