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November, 2009

by Administrator on 11-05-2009 10:24 PM - last edited on 02-09-2010 03:17 PM

The Peachtree Insider

November, 2009

 

Feature Article

Where to Start When it is Time to Trim the Fat

 

Tip of the Month

Create job templates

 

How-To

Set accounts receivable aging preferences

 

The One Thing

New Feature: Improve your web site content

 

FAQs

Using the Top Customers section of Customer Management Center

Change report orientation from portrait to landscape

Removing sick-day information from paychecks

Hide inactive customers and vendors

 

 

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Comments
by Milyn Vollmer(anon) on 11-06-2009 04:23 PM
A question was asked as to how to change a report from portrait to landscape. Your response works for just that one report. The majority of my reports are needed in landscape, is there a way to make landscape the default?  It would save a tremendous amount of my time.
by Bruce Bowers(anon) on 11-06-2009 08:30 PM

Could you get it right for once??   Question asked " does peachtree have a quick way to evaluate each customer value to my company?"

 

Your answer is wrong:  In peachtree complete accounting 2010, it is under "business status" if you customized the page.  In quantum you have a "new dash board" so you might have got it 33% right.  In peachtree premium accounting, I don't know....I don't have a version of it.

 

But who ever wrote the program to pick my "top 10 customers by gross profit", Gets a "F", maybe, should be fired, but at least should rewrite the program and please, try to get it right this time.

 

5 months on Peachtree complete accounting 2010....it never was right.  hoped after spending $2200 to up grade to peachtree quantum after spending $3-400, 5 months ago on peachtree complete accounting 2010, that peachtree quantum would get it right, but NO.

 

My top 10 customers that I have made the most profit from, for the past 12 months, according to peachtree are as follows:

1 out of 10 is paid in full

3 out of 10 are 30-60 days past due

6 out of 10 are 6 months to 5 years past due.

How can I make a profit off of 9 of 10 of these customers, if they have never paid me???

If I click on " view customers sales history report". I have 66 customers, on this report, that I have made a gross profit in the past 12 months that is greater than the 10 customer you show.(provided that your customers pay me)  If your top 9 of 10 , never pay me,  then I have about 600 customer that I made a greater gross profit off of.

Oh hell.....don't want to over work any body down there at Peachtree, it's so close to the end of the year and the holidays.....Just  send out a patch or update and change the name" top customers last twelve months"  to " TOP DEAD BEAT CUSTOMERS LAST TWELVE MONTHS"

 

Bruce 

by Administrator on 11-06-2009 09:48 PM
Milyn - There isn't a way to set the default orientation for all reports, unfortunately. Some printers allow you to set the default within your general printer settings, but of course that would apply to all programs. This is a good suggestion for a future improvement to Peachtree reports. Thanks!
by on 11-10-2009 12:59 PM

Milyn, you can easily set the default orientation in reports by following these steps:

 

In you printers folder use the Add a printer under pick under Printer Tasks to setup on your printer without removing it.

 

When the setup finishes you will have two icons for you printer in your printers folder. Rename the second printer by selecting it and pressing F2 to have portrait in the name and make it your default printer (this is so all non Peachtree reports will print in portrait by default).

 

Right click on the original listing for your printer (this is the one the Peachtree reports are set to use in their printer settings) and select Printing Preferences.  Change the orientation to landscape and save the settings.

Note if you rename the original printer listing to have landscape in the name the Peachtree reports will no longer print to it unless you change the printer for each one which defeats the purpose of the above instructions and why you don't make the newly added printer have a default orientation of landscape..

by omeallie on 02-25-2010 02:27 PM

I am trying to have my job number with job location show up on my invoices to customers.  How do I do that?  I've trying changing/adding it to my invoices formats, but I can't get it to pull over the job number.  Any ideas?

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