Maintain customer prospects

Maintain customer prospects

If you want to maintain customer prospects account. Then you go on tool bar and click on maintain. The following options come in front of you. After that you click on customer/prospects as shown in the picture.

After clicking on maintain customer/prospects the following page will come in front of you. On this page you write the information regarding your customer (name, customer id, contact, address, zip code, telephone etc.)

Sales defaults:

                   This page is for setting up a new sales defaults for a new customer.

1.       In this page user will enter sales representative that has contact with the customer.

2.       And in GL sales acct user can select the general ledger sales acct for the customer. And without this will not affect the sales transaction.

Payment defaults:

If user want to set up a customer receipt setting for each customer than he must select payment defaults.

1.      In cardholder name, if the user want to use a credit card from the customer for the payment.

2.      Enter the information regarding the customer in address, city, state, zip code, credit card number in the following.

Custom fields:

                           User can use custom fields for adding contacts.

1.       In second contact you have to write second contact related to the customer.

2.       In reference you have to write a person’s contact who his related to the customer.

3.       In mailing list you have to write the mailing addresses related to the customer.

History:

               The history tab is used to check the past transactions of the customer.

miantaining the chart of accounts

Maintaining charts of accounts

In this topic we learn how to maintain charts of accounts.

After you open window click on to maintain in menu bar and different options will appear.

After clicking maintain several options will appear. Then click chart of accounts as shown in the picture.

Once you click chart of accounts then this page will open.

This page allows us to write account id, description, account type.

Account id: In account id we write account identification. It could be anything number or alphabets.

Description:  In description we write account name.

Account type: In this tab we write account type (expenses, assets, liabilities etc) related to the account name. 

In this section we write beginning balances.

And then go to main menu and click maintain chart of accounts then this screen will appear.

Now in the above screen press button of beginning balance. And this small screen will appear.

After selecting period of adjustment click on to “ok” then this screen will appear.

In this screen we have to enter the balances in the fourth and the fifth column. And after that the amount of both the columns should come equal and if not then this software will adjust it automatically.

Note: before entering these opening balances one must create the account of retained earnings otherwise in the absence of the account of retained earnings your data will not be able to get save.

set up a new co

This is the software which every company use to maintain accounting cycle…

If we want to start a new company than we have to select option 2 (set up a new company).                                             

                                                           

This picture will walk you through creating a new company. 

                                                  

This picture is showing you  the company info. You have to write company name, adress,phone no,website  etc for starting a new company.

                                              

 These are the methods to start a new company.

 This is telling which method you want.

This page will open when we click on  setup a new retail,construction,manufacturing  or distribution company.These are the  5 available chart of accounts but we have to make are own chart of accounts that is why we are going back.

This page will open when we click the second option set up new co existive chart of accounts from one to many sample companies.the available chart of accounts are many as compairing to the previous page.

This page will open when we click third option copy settings fromexisting peachtree accounting company. These are the available companies and chart of accounts which are shown on this page but we have to make are own chart of accounts that is why we click back.

This page will open when we click 4^th option. These are the two accounting methods. But we have to make are own chart of accounts that is why we click back.

This page will open when we click 5^th  option.. but now we have to click next to go further.

This is the posting method in which company post its day by day data that is why we will click on real time option.

These are the two accounting periods.and we will choose any one of them.but we are choosing 12 monthly periods.

These are the monthly accounting periods.we select the month and the year according  the company fiscal year. In the next option we select month and the year ,when we will start entering data.the next option shows are first payroll period.

This picture shows that our company has been made.