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Peachtree First Tips & Tricks |
Vendors Set Up
You need to setup a vendor for everyone that you will write a check to. You can also setup vendors when you are writing checks or entering invoices.
- Under Maintain, open Vendors.
- Assign the Vendor an ID.
- Enter the full name in the Name Field.
- Enter the General Information as you determine necessary.
- Under the Purchase Default tab, enter the Expense Account Number associated with that vendor in the Purchase Acct field. For example, if the Vendor was Bell of PA then the Purchase Acct would be telephone.
- Fill in any other fields necessary for your company.
- Click Save.
- If you are done entering vendors, click Close.
- If you need to continue entering vendors, repeat steps 2 through 7.
Customers Set Up
All of your clients have to be setup as a customer. You need to setup a customer before you can setup a job that is associated with that customer. You don't need to setup a customer for each job. You can also setup the customer when you are entering the invoices in the system.
- Under Maintain, choose Customer/Prospects.
- Assign a Customer ID - The customer ID can be an abbreviation of the company name.
- In the name field enter the company name.
- Enter the information of the company - contact, address information, etc.
- Click on the save button to save the information.
- If you are done entering the customers, click close.
Jobs Set Up
Each job has to be associated with a customer. It is good practice to assign a job number to each invoice that you enter. It is also good to assign job payable invoices and checks when it's a good time to.
- Under Maintain, choose Job Costs:Jobs.
- Assign a unique Customer ID - The customer ID can be an abbreviation of the company name.
- Fill in the General, Custom Fields, and Estimated Exp./Rev tabs. In the General tab, enter the customer that is associated with that job in the Customer field. Enter the start date. You can go back later when the job is finished and enter the end date.
- If you are entering more jobs, click save, and repeat steps two and three.
- If you are finished entering jobs, click save, then click close.
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