Reports on peach tree

Reports

We can also maintain the reports on the peach tree software.

Open the peach tree software and select the reports option from the top bar.

On the above option select the financial statements the following window will be appear:

The above window includes the statements, balance sheet, cash flow, income statement, GL Accounts summary and other reports.

On the above window we can see the financial statements. If we want to see the balance sheet then click on balance sheet option.

The following window will be appearing:

On this window select the time frame and clock on ok and the balance sheet will be open:

Designs

 We can also change the font size of the statements by selecting the designs option from the top bar:

When we will click on the design option the following window will be appear:

When we will press the right click on this window the some option will be appear:

We will select the font option from those options, by selecting the font option we can change the font size of the statements.

Convert into excel

We can also convert our statements into excel sheet by selecting the excel option from the top bar.

When we select the excel option the following window will be appear:

On the above window select the “create a new Microsoft excel workbook” and press ok.

After pressing the ok the data will be convert into the excel sheet:

General ledger accounts

We can also check the general ledgers accounts of our company on the peach tree soft ware. Select the option of general ledgers accounts the following window will be appear:

We can convert the general ledgers option into the excel sheet by following the above procedure.

Reports on peach tree

Reports

We can also maintain the reports on the peach tree software.

Open the peach tree software and select the reports option from the top bar.

On the above option select the financial statements the following window will be appear:

The above window includes the statements, balance sheet, cash flow, income statement, GL Accounts summary and other reports.

On the above window we can see the financial statements. If we want to see the balance sheet then click on balance sheet option.

The following window will be appearing:

On this window select the time frame and clock on ok and the balance sheet will be open:

Designs

 We can also change the font size of the statements by selecting the designs option from the top bar:

When we will click on the design option the following window will be appear:

When we will press the right click on this window the some option will be appear:

We will select the font option from those options, by selecting the font option we can change the font size of the statements.

Convert into excel

We can also convert our statements into excel sheet by selecting the excel option from the top bar.

When we select the excel option the following window will be appear:

On the above window select the “create a new Microsoft excel workbook” and press ok.

After pressing the ok the data will be convert into the excel sheet:

General ledger accounts

We can also check the general ledgers accounts of our company on the peach tree soft ware. Select the option of general ledgers accounts the following window will be appear:

We can convert the general ledgers option into the excel sheet by following the above procedure.

receipts

Receipts

We can maintain receipts information on the peach tree software. Receipts means receive the amount of the sold goods from the customer, receipts is the income of the company.

On the peach tree soft ware, select the option of receipts from the task bar.

After selecting the receipts the following window will be appear:

In the above window we will enter the following information:

1.   Deposit ticket ID

2.   Customer ID

3.   References

4.   Reference number

5.   Enter the date

6.   Cash account

7.   Receipts amount

After entering the above information, we will save the records by clicking on save button.

sales invoicing on peach tree

Sales invoicing

We can also maintain the sales invoicing on the peach tree software. Open the peach tree and select the sales invoicing option from the task bar.

When you will select the option of sales invoicing the following window will be appear:

In the above window we will enter the following information related to our customer.

1.   Customer ID

2.   Enter the date

3.   Enter the invoice number

4.   Enter the unit price and amount

5.   Enter the quantity

6.   Select the item

After entering all information, we will save the record by using save option.

maintain inventory records

Maintain inventory record

We can maintain inventory record on peach tree software. In the inventory record we will enter the data of our inventories.

For the set up of inventory we will open the maintain menu and select the inventory items:

After selecting the inventory items the following window will be appear:

In the “maintain inventory items” window we will enter the information about our inventory. In the header field we will enter the some basic information about our inventory. In the item ID we will enter the name of inventory like if our inventory name is dell then we will enter the item ID as “D”.

The next option is description; in the description we will enter the item type of our inventory. In the item class we will select the class of our item that will be stock item. A stock item relates to those items and material that we will sold.

Maintain inventory window consists on different Tabs which includes General, custom fields, history, bills of materials and item attributes.

The first tab is general tab, the general tab consists on different options:

In the description we will select the procedure of our item that may be for sale or for purchase. In the price level we will set different prices of our inventory items. In the last unit cost we will enter the cost of our last unit. In the cost method we will select the method of cost that may me FIFI, LIFO or AVERAGE COSTING METHOD.UPC stand for universal price code, means that set price of any item that we can’t changed. In the item type we will enter the type of our item. In the location we will enter the location of our go down. In the unit/measure we will measure our units and enter the information about or units. In the weight option we will enter the weight of our specific item.

In the general sales account we will select our sales accounts and in the general inventory account we will select the inventory account if the inventory is finished goods we will select the finished goods and if the inventory is raw material then we will select the raw material accounts.

Minimum stock means the buffer stock. In the Qty on SO’s we will enter the no of units that we will be sold and in the Qty PO’s we will enter the no of units that we will be purchased. In the reorder quantity, after setting the minimum stock, when our stock comes to set limit then we place the order and our reorder quantity will be higher than the stock limit.

In the preferred vendor ID, we will write the ID of our vendor accounts and in the buyers ID, we will write the buyers ID accounts.