Archive for category Sage 50 / Peachtree Tips

HIDE/SHOW GL ACCOUNTS IN TRANSACTION ENTRY SCREENS

Peachtree gives you the option of showing or hiding GL accounts in transaction entry screens. This tip tells you where to change this setting and why you might want to.

BROADCAST INVOICES

If you have ever spent time entering identical invoices for multiple customer, the Broadcast Invoice feature was made for you.

Shortcut Setup Of New Items By Copying

Copying inventory items, customers, and other maintenance records makes it setting up new items faster and less error prone. There’s no copy button in the maintenance windows, but don’t let that stop you.

CUSTOMIZED SHORTCUTS IN PEACHTREE

You can have one click access to the features you use the most by customizing the shortcuts list on the main Peachtree window.

QUANTITY DISCOUNTS

Peachtree’s quantity discount feature makes it easy to give price breaks based on the number of units sold.

ADDITIONAL WITHHOLDING AND FIXED WITHHOLDING

The Additional Withholding field provides another way to easily adjust an employee’s withtholding amount without the trial and error involved with changing allowances.

Bank Deposit Report

If the deposits showing in Peachtree’s bank reconciliation window don’t match the deposits showing on your bank statement, the Bank Deposit Report is your best tool for fixing the problem.

ARCHIVING PEACHTREE DATA

Making an archive copy of your Peachtree data is a good idea that should be part of your normal year end routine. In this tip I’ll discuss two different methods for making archive copies of your Peachtree company files.

FIND YOUR TOP CUSTOMERS

Whether you are negotiating prices or making a Christmas gift list, it is important to know who your top customers are. With Peachtree, this information is always just a few clicks away.

Memorized Transactions

Peachtree users that repeatedly enter the same or similar transactions can save time and improve accuracy with memorized transactions.