UNDERSTANDING THE SAGE 50 (PEACH TREE) MENUS

UNDERSTANDING THE PEACH TREE ENVIRONMENT

It is pertinent to understand the items in the menu bar and what you can achieve with them.

 THE DIFFERENT MENUS IN PEACH TREE AND THEIR FUNCTIONS:

FILE MENU

S/N	SUB MENUS OF THE FILE MENU	FUNCTIONS
1	OPEN COMPANY	Enables the creation of a new company
2	OPEN PREVIOUS COMPANY	Enables you choose a company from the list of companies opened
3	NEW COMPANY	Also enables creation of new company
4.	CLOSE COMPANY	Enables the closure of an opened company
5.	SET UP GUIDE	A step by step assistance in entering the information needed to set up your company
6.	PRINT PREVIEW	Enables the preview of what is to be printed
7.	PRINT	Enables you to have a hard copy of reports and forms
8.	CREATE PDF	Enables you create a “pdf” documents
9.	USER LOG IN MANAGER	Manages the users of Peachtree software in an organization.
10.	BACK UP	Enables you to back up your work in case of system crash.
11.	RESTORE	Enable you restore peach tree files in your system
12	AUTOMATIC BACK UP	Sets up automatic back up settings to enable automatic backing up of your files.
13.	ONLINE BACK UP/RESTORE	This is a Peach tree online service for backing up and restoring lost file, it goes with a prescribed fees.
14.	SELECT IMPORT/EXPORT	Enables you import or export file into or from the Peach tree
15.	SYNC WITH OUTLOOK	Enables you synchronize with Outlook for the purpose of emailing reports through the Outlook
16.	ARCHIVE COMPANY	Enables you to create separate copy of your company in a read-only state.  You can only view or print reports in archived company but cannot edit, delete or add new transactions.
17.	OPEN ARCHIVE COMPANY	Enables you open an archived company
18.	RESTORE ARCHIVE COMPANY	Enables you restore archive company
19	DATA VERIFICATION	Helps to test the company data files for errors and make repairs if possible and also the ability of the workstation to properly read and write data files
20	PAYROLL FORMULAS	Sets up formula for payroll deductions like tax. You can define your formula or use the default formula
21.	EXIT	Closes the Peachtree window.

EDIT MENU

S/N	SUB MENU OF THE EDIT MENU	FUNCTION
1	FIND TRANSACTION	Enables you look up for transactions posted in the Peachtree

LIST MENU

S/N	SUB MENU OF THE LIST MENU	FUNCTIONS
1	CUSTOMER & SALES	Enables you view  the lists of customers and sales related transactions for example, list of customers or their invoices
2.	VENDORS & PURCHASES	Enables you view the lists of vendors and purchases related transactions for example list of vendors.
3.	EMPLOYEE AND PAYROLL	Enables view the list of employees and the payments made to them
4.	CHART OF ACCOUNTS	Enables you view the list of the charts of accounts you have for your company
5.	GENERAL JOURNAL ENTRIES	Enables you view the list of journal entries posted
6.	INVENTORY AND SERVICES	Enables you view the list of inventories and services
7.	JOB	Enables you view the list of jobs created
8.	TIME AND EXPENSES	Enables you view list of expenses and time tickets

MAINTAIN MENU

S/N	SUB MENU OF THE MAINTAIN MENU	FUNCTIONS
1	CUSTOMER & PROSPECT	Enables  you create a new customer or prospect
2.	VENDOR	Enables you create a new vendor
3.	EMPLOYEES/SALES REP	Enables you create a new employee  or sales rep. data
4.	PAYROLL	Enables you create payroll data
5.	CHART OF ACCOUNT	Enables you create a new chart of account
6.	BUDGETS	Enables you to create a budget
7.	INVENTORY ITEMS	Enables you create information about  inventory or stock items
8.	ITEM PRICES	Enables you create different selling price levels for your item
9.	JOB COST	Enables you create information about jobs
10.	FIXED ASSET	Enables you create fixed assets using the Peachtree fixed assets services
11.	COMPANY INFORMATION	Enables you to edit and update your company information
12.	MEMORISED TRANSACTIONS	Enables you to quickly access information that you constantly open
13.	DEFAULT INFORMATION	Enables you view or make changes on the default information of vendors, customers, employees, general ledger etc.
14.	SALES TAXES	Enables you set up how sales taxes are to be calculated
15.	USERS	Enables you create access for different users

TASK MENU

S/N	SUB MENUS OF THE TASK MENU	FUNCTIONS
1	OUOTES/SALES ORDER/PROPOSALS	Enables you prepare quotes, sales order or proposals
2.	SALES/INVOICING	Enables you prepare sales invoices
3.	SHIPMENTS	Enables you use Peachtree shipment options to track and deliver your goods being imported.
4.	RECEIPTS	Enables you post payments received from customers
5.	FINANCE CHARGE	Enables you select customer or customers that you want to calculate finance charge  for
6.	SELECT FOR DEPOSIT	Enables you bring together more  than one customer receipts for bank deposit
7.	CREDIT MEMOS	Enables you prepare credit note to be sent to your customers
8.	SELECT FOR PURCHASE ORDERS	Enables you to select from the list of inventory items available to prepare purchase order
9.	PURCHASE ORDER	Enables you prepare purchase order
10.	PURCHASES/RECEIVE INVENTORY	Enables you post purchases invoice or  stock item
11.	BILLS	Enables you enter or pay bills
12.	SELECT FOR PAYMENT	Enables you select invoices upon which payments is to be made
13.	PAYMENTS	Used to post expenses
14.	TRANSMIT ELECTRONIC PAYMENT	Enables online payments to be done
15.	VENDOR CREDIT MEMO	Enables you prepare debit note
16.	ACCOUNT REGISTER	Enables you enter payments to vendors and receipts from customer in a format that is easy to read.
17	TIME/EXPENSES	Enables you enter time or expenses tickets transactions
18.	SELECT FOR PAYROLL	Enables you select employees for payroll payment
19.	PAYROLL ENTRY	Enables you post payroll transactions
20.	GENERAL JOURNAL ENTRY	Enables you post transactions with journal
21.	INVENTORY ADJUSTMENTS	Enables you make adjustments to stock items already posted
22.	ASSEMBLIES	Enables you bring together the components of different stock items to make a whole item, you can also remove from the components.
23	ACCOUNT RECONCILIATION	Enables you carry out bank reconciliation
24.	VOID CHECK	Enables you make a cheque invalid or cancel a cheque
25.	WRITE LETTERS	Enables you write letter to your vendors, employees and customers with guide from the sample letters in the Peachtree
26.	ACTION ITEMS	Enables you select alert for payments due, accounts payables and accounts receivables
27	SYSTEM	Enables you run end of year wizard and also change accounting period

ANALYSIS MENU

S/N	SUB MENUS OF THE ANALYSIS MENU	FUNCTIONS
1.	CASH FLOW MANAGER	Enables you to know what cash you have, what you want to spend and the balance. It analysis your inflow and outflow of cash
2.	COLLECTION MANAGER	Shows customers outstanding bills with their aging reports
3.	PAYMENT MANAGER	Shows vendors outstanding bills with their aging reports
4.	FINANCIAL MANAGER	Provides summary of profitability, efficiency and resource management

            OPTIONS MENU

S/N	SUB MENUS OF THE OPTIONS MENU	FUNCTIONS
1.	GLOBAL	Enables you make adjustments on the Peachtree  presentation or making adjustments with global recognitions
2.	CHANGE SYSTEM DATE	Enables you change the default system date to make posting for entries in the prior date
3.	DEFINE INTERNET CONNECTION	Enables you launch internet connection
4.	START WITH LAST OPENED COMPANY	Enables you start with the last company opened assuming you have so many companies opened
5.	DEFAULT INFORMATION	Enables you view default information for customers, vendors, employees, payroll set up, jobs, inventory etc, and also makes adjustments to suit your need

 REPORTS & FORMS MENU

S/N	SUB MENUS OF THE REPORTS & FORMS MENU	FUNCTIONS
1.	FORMS	Enables you different documents like purchase order etc.
2.	ACCOUNTS RECEIVABLE	Provides reports on accounts receivables
3.	ACCOUNTS PAYABLE	Provides reports on accounts payables
4.	PAYROLL	Provides reports on employees payroll
5.	GENERAL LEDGER	Provides reports on the general ledgers
6.	FINANCIAL STATEMENTS	Provides reports on Profit and Loss Accounts, Balance Sheet and Cash Flow statements
7.	INVENTORY	Provides reports relating to stocks
8.	JOBS	Provides reports relating to jobs
9.	ACCOUNTS RECONCILIATION	Provides account reconciliation reports
10.	TIME/EXPENSE	Provides reports on time and expenses tickets
11.	COMPANY	Provides audit trail and find transactions reports
12.	CRYSTAL REPORTS	Provides you with advance reporting options
13.	INTERNAL ACCOUNTING REVIEW	Helps to do internal checking to identify common transactions mistakes or transactions or conditions that may not have complied with the Generally Accepted Accounting Principles.
14.	DAILY REGISTER	Helps to provide reports of all transactions entered and saved daily
15.	REPORT GROUPS	Helps group reports for easy printing
16.	REPORT STYLES	Helps you select different font style for your repot
17.	CRYSTAL REPORT DESIGNER	Launches you to web for crystal report designs

SERVICES MENU

S/N	SUB MENUS OF THE SERVICE MENU	FUNCTIONS
1.	Check for update	Enables you check for update, for instance updating your 2012 Peachtree to 2013, it always go with a payment of subscription
2.	MY PEACH TREE ACCOUNT	Enables you access your peach tree account status
3.	CREDIT CARD PROCESSING	Enables transactions involving credit card as a means of payment to be executed
4.	BILL PAYMENT	Payment can be made with ease by the click of this sub menu with peach tree
5.	REMOTE ACCESS	Enables the internet access
6.	WEBSITE CREATION AND STOREFRONT	Enables you access opportunity to create a website or storefront
7.	OBSOLENCE INFORMATION	Provides information about what is out-dated in Peachtree
8.	PEACH TREE WEB TRANSACTION CENTRE	Enables you carry out dealing with Peachtree online
9.	PEACH SYN WIZARD	Launches the Peachtree synchronization wizard
10	PEACHTREE SOLUTIONS	Enables  you access wide range of activities that can benefit business growth

WINDOW MENU

This menu helps you to manage the active windows in a peach tree. Since only one window can open at a time, as you have a list of windows opened it is through this menu that you can manage or select the window to work on one at a time.

HELP MENU

S/N	SUB MENU OF THE HELP MENU	FUNCTIONS
1.	PEACHTREE ACCOUNTING HELP	Provides help to the usage of the Peachtree accounting.  It offers tutorials on the usage of the Peachtree
2.	WHAT IS NEW IN PEACHTREE	Enables you learn about improvements on Peachtree. That is what makes the   latest version tick.
3.	SET UP GUIDE	Enables a step by step setting up of your company data
4.	USERS MANUAL	Enables you access the manuals on how to use the Peachtree accounting, crystal report and conversion from Dac Easy
5.	SHOW ME HOW TO	Provides demo on treatment of certain accounting transactions in the Peachtree
6.	USER ASSISTANCE	Enables you control how much assistance you want as you use Peachtree
7.	ADVISORY HISTORY	Displays messages of advice which Peachtree relates to you.
8.	CUSTOMER SUPPORT SERVICES	Enables you access the Peachtree business support centre
9.	PEACHTREE ON THE WEB	Enables you access news about Peachtree
10.	PEACHTREE REGISTRATION	Enables you carry out the registration of the Peachtree software.  You have only 30 days to operate the software free without registration
11.	TAX SERVICE REGISTRATION	Enables you register for taxation matters
12.	LICENCE AGREEMENT	Enables you read the licence agreement of using the Peachtree
13.	ABOUT PEACHTREE ACCOUNTING	Enables you learn more about the details of the Peachtree accounting software you are using