Peachtree Insider Newsletter

[#1]

The Peachtree Insider

April, 2009

Feature Article

Growing Your Business Means Evolving Your Customer Relationships

How-To

How to Create Recurring Invoices to Manage Lease Payments

Tip of the Month

Improve Efficiency by Hiding Inactive Records

Employer Corner

Legal Considerations and Background Checks

FAQs

Adding notes to customer records

Adding a custom message to invoice forms

The benefits of the Business Analytics feature in Peachtree 2010

 

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Message Edited by MikeS on 04-30-2009 11:56 AM

[#2]

I use the recurring invoice function - that was the reason I upgraded to the version of peachtree that I am using.

However, when I print the invoices each month, they do not come out alphabetically - I have called many times and am told that there is a flaw in the system - however, you are not fixing this problem - 

It is a lot of work for us every month to have to alphabetize hundreds of invoices - I am sure this is a simple fix - how come it is not being fixed?????????????????????

[#3]

Love the idea of hiding inactive records. But what about inactive G/L codes? I want to be able to hide inactive G/L codes when running an Income Statement. Can that be done? Thanks!

[#4]

The problem that our company has with the recurring payments is that when we have a payment plan of 12 months, we have to print out all the invoices out the date of the sale.  If someone misses a payment, it throws the customer off because the invoice doesn't show a previous unpaid balance.  I have called many times to have one of your people help me with this and they say it can not be done.  I would like to print out the invoices on a weekly or months basis.  This way, when they have an address change or contact change or a previous balance, it shows up on the invoice that they are receiving each month.  I would also like it to show the late fee's. 

[#5]

I am certainly not a Peachtree power user but I don't consider myself incapable of learning either.  While the feature of recurring sales and vendor invoices is useful and I have set them up, it is not only beyond my ability but also my time to try to figure out how in the world these are printed.  I have tried the "maintain memorized transaction" list to print a sales invoice but cannot find them listed even though they appear in the aged receivable balance.  Then there is the chore of figuring out how to set up an event to help remember these invoices need mailed or paid which of course is not easy to figure out either.  One of the things I find most frustrating about Peachtree is the constant need to contact customer service for assistance in figuring out a simple procedure which could be more clearly explained in the help menu to begin with.  And I join the gentleman above who can't get his checks alphabetized except in our case it is simple things like having to remember to change the accounting period back when doing a bank reconciliation, or flip side remembering to change the accounting period when a new month starts, or the crazy way void checks appear on a bank reconciliation, why writing a check to a vendor without a prior invoice entry doesn't appear in vendor transaction history, etc. etc. 

[#6]

Rhonda,

You are correct in that you are not able to sort invoices alphabetically by customer name. This is a great suggestion. Feel free to go to www.peachtree.com/enhance to become a "sponsor" of this suggestion (submit "print invoices in alphabetical order by customer"). This way, you'll be notified of any progress on it.

Thanks for the feedback!

[#7]

Kathy,

Thanks for this suggestion. We'll certainly consider it. Of course, there exists an option to hide zero amounts, and there is a certain risk in printing financial statements that exclude accounts with balances, active or not.