User manual PEACHTREE SOFTWARE PEACHTREE COMPLETE ACCOUNTING 7.0 GETTING STARTED GUIDE

[. . . ] Getting Started Guide For Peachtree Complete Accounting ® RELEASE 7. 0 Registration and Technical Support Information To register your Peachtree Accounting product: To purchase a Peachtree Support plan: Internet web site 1-800-718-1592 1-800-247-3224 http://www. peachtree. com Copyright Information in this document is subject to change without notice. Company names, and data used in examples herein are fictitious unless otherwise noted. No part of this document may be reproduced or transmitted in any form or by any means without the express written permission of Peachtree Software, Inc. © 1992-1999 Peachtree Software, Inc. [. . . ] You can select a bracket from this level and drill drown to a detailed view of the amounts in this level. 1 From the Analysis menu, select Collection Manager. The first level of the Collection Manager appears. Notice the four aging brackets, along the horizontal or X axis. The vertical or Y axis shows dollar amounts due. 129 3 Tutorials Getting Started Guide 2 Select the Bracket button. Here we see the age of the invoice in days, the customer name, the invoice number, the document date, (transaction date), the due date, the total amount due, and the option to print a collection letter. 3 Move the highlight bar using your arrow keys to an invoice with Ertley Bulldog Sports. Select the Source button. At this level, we see all the outstanding invoices for Ertley Bulldog Sports and their respective ages. You can send a collection letter from this window by selecting the Letter button from the toolbar. 4 Select Close to exit the Collection Manager and return to the Main Menu. For more information on the Collection Manager, refer to the "Business Analysis" chapter of the User's Guide. Review of Lesson V Let's review some of the things we learned in this lesson. · We covered the basic accounts receivable tasks: · · · · · · · Entering prospects and customer records Preparing proposals using quotes Printing quotes Ordering items using sales orders Shipping items and applying sales orders to sales invoices Applying a receipt against the sales invoice The number of accounts receivable tasks you'll use depends on your business situation. If you want to bill a customer now and let them pay for it later, use the Sales/Invoicing window. If it's a direct cash sale and no invoice is required, enter it in the Receipts window using the Apply to Revenue tab. Product and Service invoice templates are available from the Quotes and Sales/Invoicing windows: · Product template: This data-entry window displays all available data-entry fields and can be used for products or services. If you track inventory, you should use this mode. Service template: This data-entry window allows you to print an invoice for services (only). If you don't track inventory items, you can use this mode for easier data entry. · · 130 Lesson V--Accounts Receivable Review of Lesson V · While in a task window, you can enter a customer (or anything contained within a lookup box) on-the-fly by pressing + or doubleclicking the ID look-up field (except jobs). Most ID codes in the program can be any combination of letters and numbers up to 20 characters long. You should establish a consistent, logical coding system, so others in your company will know how to code a new vendor/customer, or how to find a previously entered one. Quotes are proposals you want to give a customer that outline a possible sale. Sales orders are used when your customer agrees to the sale but you are not ready to ship or sell the entire order. Quotes can be converted to sales orders to avoid additional data entry. The service or inventory items are ordered for the customer--either packaged by your shipping department or issued to your staff to schedule services. You can print sales orders and include them as packing slips when shipping items to your customer. Warehouse personnel can also mark up a printed sales order to determine what was shipped and what needs to be put on order. Sales invoices are entered once you actually ship items or render services. [. . . ] Close the company and try the conversion once again. After your company is converted to Peachtree Accounting format, you can change the company name in Peachtree to anything you choose. Troubleshooting Error Messages If you receive an error message during the conversion process, select the Help button when the message displays. Peachtree Accounting `s online Help provides information about the message and possible solutions to correct the error. ® To display an alphabetical list of error messages, open the Peachtree online Help. In the Help Topics window, select the Contents tab. Select Reference, then Troubleshooting Error Messages. 281 B Converting QuickBooks Data to Peachtree Accounting Getting Started Guide Comparing QuickBooks to Peachtree Obviously, Peachtree manages certain aspects of accounting differently from that of QuickBooks. [. . . ]