Now that you have suffered through winter, you know that March signals the beginning of spring cleaning. Peachtree’s interface has always been understandable and easily applied, but a little tweaking can make your daily accounting tasks easier and faster. Read part one of the series…
Savvy Shortcuts
Peachtree software uses a standard Windows menu system that can get you where you’re going quickly. There are better options, though. For example, the Navigation Bar, located on the left side of the screen, divides the program’s tasks by category, like Customers & Sales.
But you may want to break it down further by individual tasks themselves. That’s where Shortcuts, located directly below the category links, come in. Peachtree installs a default set, but they are highly customizable.
To get started, click the Customize link next to Shortcuts. This window opens:
To add a Shortcut, click Add a Shortcut. A menu opens outlining the primary functions in the program, like Reports and Inventory & Services. Scroll over one, and a sub-menu pops out containing a list of tasks in that area, like Bills – Enter Bill. Click on the one(s) you want, and you’ll be returned to the main window.
Here, you can modify your list in a number of ways, by clicking on icons to rename or delete your Shortcuts, move them up or down, and insert spaces between them. When you’re done, click OK and choose to save the new configuration if you’ve changed it.
Check out Part II and Part III of this three-part series.
Tags: Peachtree