Maintain Customer/Prospectus:

After setup of company we have to maintain subsidiary ledger of account receivable. To do this we have to click on customer prospectus option in maintain menu following window will appear:

Header:

It is the upper portion in which customer ID, Name etc is written.

General Tab:

In this basic information about the customer is wanted like contact name, address, telephone no etc.

Sales default tab:

In this tab you have to write information about the sales representative , sales account, pricing level etc. Minimum G L sales option is required to save your data.

Payment default tab:

It is used to keep the receipts of customers.

Custom field tab:

In which we keep the information related to customer record.

History:

Through history we can see all the previous information of our customers.

If we fill the information of our customer in general tab and sale default tab following window will appear:

How to maintain a Chart of accounts:

First of all, you will open a peach tree software then click the maintain option which is in the upper bar from which you choose chart of accounts option following window will appear:

In this window you can add your chart of accounts one by one. After adding the chart of accounts you can check them by clicking on look up button.

Correction in chart of accounts:

If you want to edit or correct any account then click on the look up button list of accounts will appear

Now choose that account and press description and change it.

You can also delete, save or close the changes by the following options:

If you want to correct the account type then press account type option and change it.

setup of a company

Setup of a new company:

Open peach tree software the following screen will appear: To establish a new company click “setup a new company” option

After it following introductory screen will appear that gives the following information now click on the next button.

By clicking on the next we have the following information such as company’s name, address, telephone no etc. after filling these information click on next

In this screen you can see the several methods to setup the chart of accounts. In first two methods software will automatically develop the chart of accounts. In next two methods you can copy the chart of accounts of an existing company but, if you are going to open a new company then click on the

“Build your own company” and press next button.

In this step you will choose “Accounting Method” . There are two methods Cash and Accrual choose one of them and press next

In this phase you have to choose “posting Method”. By selecting the Real Time posting transactions are posted in ledger as they are. But in Batch Method transactions are saved by the software and then posted in a group.

Then in the next phase you have to select the accounting period. Normal accounting period is 12 month accounting period. After selecting click on next.

Now you have to choose the month when the accounting period will start and the month when first time transaction will recorded

By clicking next “congratulation” scree n appear and by clicking Finish the company setup completes.

how to open a file in word

 

Opening Microsoft Word Documents

We'll shortly add an address to the top of our Library Complaint letter. Before we do that, we'll learn how to open a file. After all, you might have closed down Microsoft Word, or your computer might have crashed. The result being that you no longer have your library letter loaded into Word. So here's how to Open a file you have saved, and want to work on again.

From the File menu, click Open:

The Open dialogue box appears, and looks like the image below:

The Open dialogue box looks very similar to the Save As dialogue box. "Save in", "File name", and "Files of type" work in exactly the same way as the Save As dialogue box. Notice, though that the File name text box is blank, and the Open button is not available. It has been greyed out.

The reason that the Open button is greyed out, and therefore not available, is that text box is empty. Once you select a file, the Open button will be ready for us.

But the text box is empty because no file has been selected. A file is selected from the larger white area in the middle. Clicking on the file once with the left hand mouse button will select a file. In the previous image, there was only one file available for selection - a document called "rrKeyCaps.doc". That is not the one we want.

To locate the file we want, we need to open the folder called "My WP Projects". Because that's where we saved it. You can see from the image that this folder is in the list of folders, just below the folder called My Pictures:

You can see also that we are in the folder called My Documents. To open up the folder we want, simply double click it. This will take us inside the My WP Projects:

The whole Open dialogue box now looks like this:

The file we want, Library Letter, has been clicked on. As a result, the Open button is no longer greyed out. We can go ahead and click it. When we do, our letter will open in Microsoft Word.

To recap then on how to open a file. Do the following

· Navigate to the folder where the file was saved

· Click on the file to select it

· Click the Open button

OK, now that you know how to Open a file, we can start adding the address to our letter.