Crystal Reports for Peachtree

[ShirleyB]

Hi Laurie,

If you CHOOSE cash basis when you set up your company, the program is "cash basis".  If you go to Maintain > Company Information, Does it say Cash or Accrual?  If it says Cash, you are on a Cash basis.  The basis of the program dictates when income and expenses get posted to the General Ledger.   Peachtree does a very good job of this.

As for the Job Reports, it is VERY important to see all information relating to the job when it happens.  Too many times, Companies would close the job and not all of the expenses would be accounted for because the invoice was not paid.  This was costing companies a lot of money. In 2010, Sage started to included PO's and unpaid items in  the Job Cost report.  You can always take these expenses out, but you can't put them in if you don't know about them.  I personally applaud Sage on this decision.

I pay commission and I use the Job Ledger Report.  There is a column you can add called paid in full.  If you check that, I think it might resolve your issues.

As far as the Crystal goes, you are not going to learn it overnight.  It takes in depth knowledge of the Peachtree and a lot of time to write the reports.  If it is a must have, I would purchase the report. 

[Laurie13]

I have a client who trusted the Peachtree literature and sales department that he could get cash basis reports.  It turns out that the Job reports are all accrual basis even when the company is cash basis.  He has a business with two partners who get paid on the net profitability of their individual sales.

Sometimes they both have done work on the same invoice, and you can't have more than one sales rep on an invoice, so that's not a good option.  In addition, the Sales Rep Reports don't include Cost of Sales.  It's possible to get this from the Cash Reciepts report, but this report often doesn't show the sales rep, even when it's on the invoice.  This is why he would like to use the Job reports.  The Job Register, (excluding balance forward and summarized by GL Account) has the info he would need, if only it were cash basis. 

He has the manufacturing edition, which has Crystal Reports.  We got a couple of quotes to have this report done, ranging from $595-$900.  This is more than the program cost!  We're a bit upset since the program is sold as having cash basis capability.

Is it that difficult to set up a Crystal report?  Neither of us has worked with Crystal reports before.  Or does anyone know of someone who could do the report for less?  Or are there any other add-ons that could work in this situation?  Any other suggestions?

Thanks to anyone who can help,

Laurie