Maintain Vendor Prospect

Vendor account is use in companies to store the information by whom goods are purchased following window have show the vendor in maintain bar

In following window we maintain the vendor account blow show the slide of vendor this like customer window all feature are added in this window like

Here we will define the vendor accounts in which vendor id name in general contact account no address are show  vendor name must be written in more then 20 alphabets vendor id cord are written in this way  AAA02 I1F12

And name of vendor is like new vendor of the company  and it must be 39 alphanumaric

In general we will written the name address account number phone and fax number are written as we have written this before

Purchase default is vendor window which is use for there is information is used which is used if necessary  you can hire a person to  purchase rep for this person and purchase account is use to entre a general ledger  and this is normally a expense account. Tax id is use to vendor tax id number

Account the Account # is the number the vendor uses for your account. This is the number that many vendors request you place on your check when you send in your payments. If you want, you can create a check form that includes this field. Ship via this is use to receive the goods which vendor have send like through airborne or ship or truck. Payments terms are set by the vendor this is accrual base or periodic base

Custom Fields (Maintain Vendors)

This window show   custom field information for vendor record, Custom Fields tab in the Maintain Vendors window. Custom field names are set up in Vendor Defaults as we have done it before

History

This window is use to look at the history of the vendor select the history tab to maintain the vendor window. When there is enter a new vender we will save data on this tab

maintain customer prospectus

Customers/Prospectus

After set up company and charts of accounts now we will make subsidiary ledgers for account receivable.

Customers/prospectus maintain menu click on maintain

Click the maintain button and then click customers/Prospectus

Following window will appear  which show different information for the concern window

After doing this we show the following window and his heading is

Header Fields

Header field provide information about the customer ID name and status

General

Next slide show us the General in which we put the information of contact ,address , telephone and beginning balance general tab maintain the customer record

Sale defaults

Sales defaults tab ; sales representative must entered in the maintain employees in sales representative window.

GL sales account; enter general ledger account for the default sales account for this customer.

Open purchase order number can use for this customer.

In sales default ship via resale pricing level payment terms. The window is show below

Payment defaults

In payment defaults first one is card holders name enter the name of customer appear on the credit card

Custom fields

Custom field is other information about the customer following second contact, reference, mailing list and multiple sites etc.

History

History tells about the customer history when the customer join with us as customer like as option of customer since. Here also about the history about the cash,

Default information:

The next step is the default information for this we will be go to the menu of maintain where select the default information and then select the customer in sub menu such following are

After this it will be appear a window such as following

Payment term:

Here different option of the customer default, accounting, custom fields, finance charges and pay methods. Now I will discussed all steps such are

C.O.D (cash on order):

    Cash an order mean cash received when the goods was sale .which window such as following

Here the net due, discount in, discount % cannot mention because the cash had already receive.

Prepaid:

Here mean the cash are send to seller for order the goods before collected the goods.

Here also not give discount and net due.

Due in number of day

When the something are sale some times the goods are sale on credit base. So in this the time is give discount such as 3/10, n/30. Its mean seller give 3% discount on the sale if the buyer pay the amount in 10 days while total credit time is 30 days.  Here the also enter the ID of the sales general ledger sales account.

Due on day of next month:

Its mean the due will be on next month of the day

Due at end of date:

Its mean the due will be the end das of the month

In account aging this tells about the account aging by two methods invoice and due date. Here we also fill the payment days with your choice period.

. In custom field provide information about the customer which we can blank labels can fill with his choice

maintaining chart of accounts

Maintain chart of accounts on Peachtree Accounting

First I will open the Peachtree software where window give multiple options in these I will one of them select which is  open an existing company following are

After select the open an existing company we will chose the company which we already had been build the company. So I will use his own company for maintain the chart of accounts.. After select the company we will see

In this window I will select the maintain on title bar. Where I chose the option of the chart of accounts. A chart of accounts is a created lists of the accounts used by a business entity to define each class of items for which money or the equivalent is spent or received.

After this step we click chart of account we will show the following window

This show about the window of maintain chart of account. Here we have multiple option which we will fill according to the account:

1)The account ID determines how the account is identified and sorted in the chart of accounts list and the General ledger account is displayed as typed in description.

2)Description  which tells about the name of account

3) Account types define how the account will be grouped in reports and financial statements. They also control what happens during fiscal year-end

After this I will fill the account id, description, and account type..we will see as

After this I will press ALT+S this show that the account is save in Peachtree software.

If we want to look up the previous record of account which was save. We will select  the option this place where we can easily change the account. After all account maintain we will go to the beginning balance such as:

How to enter beginning balance:

After maintaining the chart of accounts we will click on beginning balance

Before clicking on beginning balance we check that all accounts of the company specially retained earning was entered in the Peachtree software. If forget to entered the entry of the retained earning and I want to entered the retained earning after press the beginning balances. Then it will be write but not record on Peachtree. When click on beginning balance we will be select period such are showing window

:

We have here time period which we required for maintain chart of accounts ….we have the accounts of company on 1^st Jan 2010 so here we chose the previous closing period of 1^st jan 2010 which will be on window showing 31^st Dec 2009.  If we have balance of 31^st Dec then it will be a closing balance. After this we press the ok will be showing such windows are;

  

Here we all amount of account type which we want to maintain. Here the Dr. and Cr. are same which show the account are correct.

Here trial balance is nil.

The square line show the net income balance such are following

Here we also make new account which we required or forgot for instance petty cash canbe make new of account of company.

These all are steps which are helping and maintain the charts of the company. After all these steps the company maintains the charts of 

peachtree

                                             Setup of a Company

We will open a company in Peachtree

When we have done with clicking on that following window will display

This is a introductory window which guide us through the new company setup phase which show us different parts of window you must know one to setup new company and without you

Knowing that you not go further

This window guide us how to open a new company compulsory particulars are show which provide us the window

There is show charts of accounts which provide several method for setting up your company select one of the following under which have given  if you want to create a new retail services then click 1^st option otherwise which you want  in these categories you can build our own company and this will done in drive c  under the Peachtree document

This window show the accounting method in which Accrual bases method and Cash based method are used accrual method is mostly uses in the accounting  in which cash is done when entry is done and in cash  based  method cash is pay first

In this window when new company is setup posting method is also set by the person who make the company two method uses Real time  and Batch method  in real time method transaction are posted to the general ledger as they are entered 

Accounting period are units of time that divide your fiscal year for reporting purpose

In Peachtree accounting. You can divide the fiscal year into as many 13 periods. Most companies use monthly accounting periods there is two type periods 1 is 12 month accounting

And other is accounting periods that do not match the calendar month

Different company start accounting periods from different months but mostly start  from 1^st January to 31^st dec  it may be start from March 13, 2013 or may be other but it complete in 13 February

 This window show that your company have set up and your require information have complete at Peachtree 

How to Open a Document in Word 2010

How to Open a Document in Word 2010

By Dan Gookin from Word 2010 For Dummies

You have several ways to open a Word 2010 document that was previously saved as a file on disk. Open is the standard computer command used to fetch a document that already exists on the PC’s storage system. You use Open to hunt down documents that were previously saved and open them like you’re unwrapping a present. The document is then displayed in Word's window as though it has always been there:

 Enlarge

1

Choose the Open command from the File tab menu.

Alternatively, you can use the keyboard shortcut Ctrl+O. Either way, the Open dialog box materializes.

2

Locate the document you want to open.

The Open dialog box — vast and wild as it is — contains a list of documents previously saved to disk. Your job is to find the one you want to open. Using the Open dialog box, you can examine various folders on your PC's hard drive, and on any computer network your PC is connected to, to scour for files to open.

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3

When you find the file, select it.

The file appears highlighted in the dialog box.

4

Click the Open button.

Word opens the highlighted file, carefully lifting it from your PC’s storage system and slapping it down on the screen.