How to maintain reports

In order to check the financial statements you can check it after selecting the option of reports and from that you are required to select the financial statements.

 

After selecting below given window appears in that window you can see that list of different items are displaying you can select any one you wanna check then at the right side of this window asi have selected the Financial  statements so all statements related to it would display.

 

When I have selected the cash flow this below window appears then you are just required to press OK.

 

After pressing OK this below given window appears. This window is showing the amounts which I have recorded earlier so they are now displaying in the form of cash flow.

 

From the window of cash flow click on the option then at the left side of this window black portion appears allowing us to change the header, description, text body and column. So you can change anything from that area.

 

You can also copy this statement on the excel sheet as well select the option of excel and then this below window appears press OK.

 

You can see that in that form you will get the cash flow.

 

After that you can also get the General Journal in that forms select the statement from the right side of this window.

 

When you will click on that option this below given window appears ontaining all the essentials.

 

From that above given window select option which is showing at the top of this window then this below window appears after clicking it.

In this window we have three options:

•  Filter
• Feilds
• fonts

 In this window first option is of Report order in which you can also select the Transaction reference and GL account option. Then we have the option to change the date and type.

In below window you can see that this window is showing you different fields which you can enable or disable by clicking at the box.

 

You can also change the fonts by clicking at the different options.

 

How to maintain assemblies

In order to maintain the assemblies you have to select the option of task and then from that chose the assemblies.

 

Then after clicking that option you will get this below given window and then you are required to fill it.

In this below given window you can see that for items we are required to make the inventory items if you have already maintained the inventory only then you will be in the state to select the item from this list.

 

In below given window I have mentioned the item, its name, date, refrence num, quantity on hand, quantity to build and the reason to build the quantity.

After filling all these points just save it by pressing Alt S.

How to Maintain Global Options

In order to maintain the global options you have to select the main heading with the name of options and from that you have to select the global. Below given window is showing this process.

When you will select the option of global below given window appears then from that window you can make different kind of changes. In this window there are main four sub heads and first head  is of accounting.

Ø  Accounting:

In accounting first option is of decimal entry which helps us to show decimal points if you wanna add decimal points then click on the automatic button and then decimals automatically displays you just have to write the number you can better understand this from this below given window as I have only mentioned the amount like 503 and when I have pressed the enter button decimals automatically appears. You can also change the number of decimal places as well after selecting number of decimal places.

You can also hide your GL accounts by clicking on the option of the hide GL accounts when you will click on the option of account receivable or account payable then these accounts will hide from the sales order. Below given window shows you that these accounts hide.

 

Then we have other options in it first thing is that when you made any change in your data or records and then without saving it you are closing the window then the warning message appears. So if you uncheck that box then you won’t get those warn messages. You can also hide the inactive records& recalculate the cash balances.

Ø  General:

Below window contains some of the items like improve performance in which if you are not interested in order to print each and every page then you can uncheck this box, if you want to hide your inventory or uncheck the second box and in smart data entry when you click on the box of automatic field completion then when you will open the payments or sales order or another window then when you will press the enter then in row wise our cursor moves. And in case of drop down list the cursor moves downwards.

From the option of colour scheme you can also change the colour. And then press OK.

Ø  Peachtree Partners:

Below given window is showing you the partners of this software associated with Peachtree.

 

Ø  Spelling:

If you want to change you’re spelling during typing or at the time of save you can make changes by using this window.

 

General Journal Entry

In order to maintain the journal entries in this software you have to select the option of TASK then select the sub option of General journal entries and press enter.

After pressing the button enter then this below given window appears first of all you have to enter the date & reference number.

 

Then for that specified transaction you have to select the account that are already saved debit and credit the amount and then mention their description as well.

At the end you will get this type of window in which I have mentioned the Date, Reference number, GL acc, description, amounts and then press save.