How to Maintain Reports in

Peachtree Software

1)      “Report” means a formal account of the proceedings or transaction of the group or we can say that an account usually presented in a detail. So from this definition we will able to know that these reports are very important for customers as well as for the vendors or also for the investors. From these reports we will in a able to know the company position.

2)      To maintain reports in the Peachtree or to view these reports in this software we go to the “Reports” and we will see that there is many commonly use accounts available like A/R, A/P, Payroll, GL, Financial Statements etc.  

3)      Firstly we go to the “Account Receivables” repots in which we can see all the reports relating to receivables are given like aging of receivables, customer ledger etc.

 

4)      Likewise to open the “Account Payables” related reports we go to the repots and then select the A/P the following window will appears. As we can see that the left side is the main repots area and the right side is the repots list relating to A/P and to take information according to requirement we can open related report from the following.

5)      Now we go to the “General Ledger” repots in which we can see all the reports relating to GL accounts are given like cash account register, chart of accounts, GJ, GL etc.

6)      Likewise we can see all the reports if required but this depends upon the vendor that he is willing to give right to view the reports to the customers and other partners.

7)      Another important thing is if we want to take print of the required report just press the button “Print” and we will able to get the hard copy of that report.

8)      If we want to change the information or you want this report in an excel format then just press the button “Excel” and the report automatically converted into excel sheet. This is applicable on all the reports. The excel button shows when we open the required report.