Setup of a new company

Setup of a new company

First of all open the peach tree  click on the set up a new company

Then a window will appear

After pressing the next button you the software require the company name

After giving the name of the company you will click next and select on the build your own company

Then click next it will ask whether you will chose accrual accounting method or cash accounting method

Then click next select the real time or batch posting method

Click next now chose 12 year accounting period or calendar year

Then select the starting month and the fiscal moth and the year as well and click next a congratulation window will appear then click on the finish your own company is build now

Process of making the chart of account in preach tree

Process of making the chart of  account in preach tree

·         First open preechtree                                    

·         Than go to Maintain and click it                  

·         Than click on Chart of account                      

·         Than type account id in it                                      

·         In the next step give the description                    

·         In the account type choose the nature of the account

·         The press ALT+S for save 

Payment

Payment

Open the preach tree program then go to Task button select the Payment a box will appear

Select the vendor or customer to whom you want pay set the date give check no write the qty, item and description select the GL account give the amount

Press ALT+S to save it  

Vendor Credit Memo

Vendor Credit Memo

Open the preach tree go to the Task button select the credit memo the box will appear

Give the vendor id set the date give the credit No on that box write the qty, items and give the description select the Gl account and also give the amount of that good

Purpose of making the vendor credit memo is that when you return the goods to the vendor for this purpose vendor credit memo is use

Press ALT+S to save it

Sale Quotation And Sales order And Sales Invoice

Sale Quotation And Sales order And Sales Invoice

Sale Quotation

First of open preach tree then go to task button click on the quotes the box will appear

Then write the customer id in the customer id set the date write quote no in the quote no box then write its qty ,item, description and select the GL account write the unit price in the unit price box give the amount in it

Purpose of making sale quotation is that we can give you goods in this rate for this purpose we made sale quotation

Press ALT+S to save it

Sales Order

 Give the customer id in the customer box set the date give sale order number in the sale order no box write its quantity, item and description select the GL account and give the amount of these goods

Purpose of making sale order is that you need these good in that qty of that amount in this  date

Press ALT+S to save it

Sale Invoice

When you open the sale invoice box in this box you will select the customer id in the customer box set the date and give the invoice no. give the quantity and item ad description select the GL account and give the amount of that good

Purpose of making sale invoice is that when you purchase something from the store the shop keeper give you the sale invoice this is exactly the same

 Press ALT+S to save it

How to Assemble inventory

How to Assemble inventory

First open the preach tree then go to the task button click it and select the assemblies

Then a box will appear first write the Item Id then select the date click on the build write the reference id in the reference box then write the qty in the qty box down there write the item id which you want to give then it description then write the qty required which you wanted and in the qty hand box software wil show you how much qty is in your hand

Then press ALT + S to save it 

Global option

Global option

First go to the global option  There are4 tabs

Then there is decimal entry there are 2 option 1 is automatic  and second is manual in automatic the decimal number will automatically appear but in the manual you will write your self

In the hide general ledger account there are 3 option in the first option you will select account receivable  then check the second box

Then go to the general tab

IMPROVE PERFORMANCE: in first option it will restrict you to print the total page and in the second option it will restrict  you not to see inventory

Line Item Entry Display : this allow you to see one or two line in the distribution box

Smart Data Entry :

This option  work fast to make to make the entry faster

Color scheme :

Form this option you can change the color of the menu

Then go to the Peach tree Partner

In  this tab you can select the security according to your self

The last tab is about spelling

 In this tab you can check your spelling as you type or check your spelling after you save it you can also set the speed according to your self you can select the dictionary according to your self

Press OK button to save it