Peachtree Product Team

Peachtree Everyday Tips

06-08-2009 03:54 PM

Here are some suggestions that have helped me over the 10 years I have used Peachtree:

Do a backup from within Peachtree every day! Even if your technical people say it is not necessary. I generally keep 3 months of backup & get rid of the ones over 90 days old.

Watch the "account type" when you set up a new account in the chart of accounts. You could use the "Change ID" function in Chart of accounts to re-number accounts so the same type is in the same number series. I.e. all costs of goods sold accounts are usually in the 500s.

Add account names to accounts that only have a number. Peachtree recommends that all accounts have the same number of characters. Yours may have 3 and some have 4 or 5. Again, you can use the "Change ID" function to clean this up.

Try to avoid "Deleting transactions". Sometimes it's OK, but other "deletes" can cause unexpected problems.

Always set up users - have each user sign in under their own user name and keep passwords confidential.

Be selective on which users have rights to: backup, restore, purge, year-end wizard, export and import. General rule is to give users the minimum rights they need to do their job.

jobrien@jcscomputer.com
www.jcscomputer.com
"Solutions Delivered"

Jennifer O'Brien is a Peachtree by Sage Certified Consultant

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Comments (1 - 6)

06-08-2009 04:35 PM

Michael Mozill(anon)

Tip #4 typifies the kind of information contained in many of these RSS feeds. It gives just enough information to be completely useless!!

PLEASE try to give us something we can use!!

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06-09-2009 04:07 PM

ShariW

Jennifer,

As a Peachtree Product Manager (I'll state that up front!), I find that your tips cover the basic issues we hear time and again from our users. These few things -- easily addressed, but also easy to overlook -- can increase productivity for our customers.

Thanks,

Shari Willman

Peachtree Product Management & Marketing

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06-09-2009 05:58 PM

Michael(anon)

An example of this would be deleting actual payroll checks in a prior quarter I have seen times when you then can not reconcile your payroll 941's and other ytd's. A second example would be to delete inventory receipts in prior periods then have the items deleted go into a negative quantity on hand. Especially in these quantity on hands have been used in built assembiles or work tickets. You could end up with a cost roll up on the finished items that is not correct. I am just suggesting you be careful and in those cases you are better off recording a second transaction which also provides an audit trail.

Jen

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06-21-2009 02:21 PM

Alexander Ashkenazi(anon)

Can anybody help me out here?

I am not a professional accountant, however, I am using Peachtree Accounting 2004 to maintain finances of our Homeowners Association. Three years ago I made a very typical, I believe, mistake: I failed to void and then re-issue with a new date a few old invoices before I closed the books for the year. Since then these invoices are present in all our reports, although some of the homeowners to whome they had been issued have already left the association and this money cannot be recovered anyway. In other cases I had to issue new invoices to properly account for the late payments, yet the original invoices are still present in the system.

Any advice?

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06-22-2009 11:29 AM

AndreaM

Hi Alexander -

Good question! Have you tried posting this specific question to the board? You might get more exposure there.

Andrea

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07-02-2009 12:18 PM

Andres Bonilla(anon)

Can anyone tell me how can we delete an inventory item that we no longer use, on peachtree accounting 2008 (multi user)

Thanks

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<blockquote><hr>JO wrote: Here are some suggestions that have helped me over the 10 years I have used Peachtree: <ol><li>Do a backup from within Peachtree every day! Even if your technical people say it is not necessary. I generally keep 3 months of backup & get rid of the ones over 90 days old.</li> <li>Watch the "account type" when you set up a new account in the chart of accounts. You could use the "Change ID" function in Chart of accounts to re-number accounts so the same type is in the same number series. I.e. all costs of goods sold accounts are usually in the 500s.</li> <li>Add account names to accounts that only have a number. Peachtree recommends that all accounts have the same number of characters. Yours may have 3 and some have 4 or 5. Again, you can use the "Change ID" function to clean this up.</li> <li>Try to avoid "Deleting transactions". Sometimes it's OK, but other "deletes" can cause unexpected problems.</li> <li>Always set up users - have each user sign in under their own user name and keep passwords confidential.</li> <li>Be selective on which users have rights to: backup, restore, purge, year-end wizard, export and import. General rule is to give users the minimum rights they need to do their job.</li></ol> <a target="_blank" href="mailto:jobrien@jcscomputer.com">jobrien@jcscomputer.com</a> <a target="_blank" href="http://www.jcscomputer.com">www.jcscomputer.com</a> "Solutions Delivered" <a target="_blank" href="http://community.peachtree.com/t5/user/viewprofilepage/user-id/1253">Jennifer O'Brien</a> is a Peachtree by Sage Certified Consultant<hr></blockquote>

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