Peachtree automatically assigns sequential invoice numbers at the time the invoices are printed. For this reason, there is typically no need to manually enter a number into the “Invoice No.” field on the Sales/Invoicing screen. One exception is in an event where you have to manually create an invoice outside of Peachtree and need to record the transaction without printing the invoice. Read more…
Customize Your Customer Management
There are enough new features in the 2010 Peachtree line to warrant an upgrade, especially if you’re a version or two behind. One of these is the new Customer Management Center, available in Peachtree Complete and higher. This screen offers an easy way to manage all of your customer information in one place. Read more…
An Illuminating Page
If you’re using Peachtree Complete or higher, Business Status page becomes a great asset to your company. This page lays out the key numbers related to your business, in graph and report form, like Customers Who Owe Money and Aged Payables. This maybe where you want to start every business day, as it allows you to easily see changes and progress. Read more…
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… Read more…
As part of the purging process that often occurs around this time of year you make a backup in case you later need to access detailed records. Of course this presents some challenges. Backups take several steps to restore and you have to be careful where you place them on your network. Also, you can mistakenly modify data in a restored backup or make new entries that should be made in your live company file.
The start of a new year is one of the best times to purge data from your Peachtree company. More specifically, the best time to purge is after you close the fiscal and/or payroll tax year. This is a healthy practice that reduces the size of files that make up your Peachtree company, and generally makes it easier to work with. Read more…