Purging is the process of removing inactive Peachtree “list” data (i.e., customers, vendors, employees, items, jobs, general ledger accounts, etc.) and closed “transaction” data (i.e., quotes, invoices, purchases, payments, etc.) from the Peachtree database. Since the key words are inactive and closed, prior to purging it is very important to make all list data that [...]
All Peachtree Task windows have default settings for a general ledger (G/L) account code, so that you can specify to which account you want the particular transaction posted. The typical defaults are as follows: Sales/Invoicing defaults to accounts receivable. Receipts defaults to a specific cash account. Purchase/Receive Inventory defaults to accounts payable. Payments defaults to [...]
It is becoming pretty common practice to pay some, or all, of your routine vendor purchases via company credit card. This is certainly possible within Peachtree, but the procedure for doing so, and getting all of the vendor balances and general ledger postings to be accurate, can be a little intimidating to users who are [...]
Here are a couple of tips on Peachtree capabilities that have been present for the last couple of versions, but we find few clients either use or know much about. Notes Sometimes a line item on a customer invoice or a vendor’s purchase order needs explanation, or some additional detail to clarify some part of [...]
In tough economic times (like today) establishing a reasonable budget, and sticking to it through these choppy waters, can mean the difference between navigating successfully to better economic times ahead and crashing on the dangerous financial obstacles all around us. Over the past couple of versions Sage Software has seriously beefed up Peachtree’s budgeting capabilities, [...]
Everyone wants their software to perform faster, right? Working with a specific application, however, and getting it to run faster on a network can be as much art as science. Here are five general tips for what you can do to improve the performance of Peachtree on your system if you are encountering poor performance. [...]
Peachtree offers a significant amount of customization capability for the reports and forms generated by the product. Sometimes in our rush to make modifications to existing reports, to suit our specific needs, we neglect to think through an organizational structure for managing these changes, resulting in what we term “Turbo Chaos”. Here are a few [...]