Here are a couple of tips on Peachtree capabilities that have been present for the last couple of versions, but we find few clients either use or know much about.
Notes
Sometimes a line item on a customer invoice or a vendor’s purchase order needs explanation, or some additional detail to clarify some part of the order. Peachtree gives you an easy way to do this by using the “Notes” button, found on the toolbar for the transaction you are entering.
Clicking the “Notes” button on a sales order, invoice, purchase order, or vendor invoice will open a multi-tabbed window. Typing into the “Customer or Vendor Note” tab will allow you to enter a message up to 2,000 characters in length, and will allow you to print the note on the form, either prior to or following the line items on the form. You can provide a lot more detail on your invoices by putting it into the notes field, rather than trying to add a series of “comment” lines as individual items.
If the note is for “internal consumption only” (perhaps alerting your A/R or A/P clerk to monitor this invoice closely), type the note on the “Internal Note” tab, instead. It will stay with the transaction, but will not print on the form.
BE CAREFUL WHEN PRESSING THE ENTER KEY. Pressing “Enter” saves the entry and closes the window. Text entered in the Notes window will wrap automatically. If you need to create a new paragraph but stay on the same note, press CTRL and ENTER at the same time to move to a new blank line but keep the window open.
Unfortunately, Notes are “transaction-related” (i.e., attached to the record) and not “line item” related I.e., attached to a specific item), so if you need to enter a note for a specific line item and not for the record in general, you still need to use the “Comment” approach to place the message in the proper spot on the form.
Attachments
Attachments in Peachtree work just as the name suggests: you can “attach” any electronic file (spreadsheet, photo, PDF file, Word document, etc.) to either a Peachtree transaction (e.g., an invoice, a journal entry, etc.) or to a “master record” (customer, vendor, job, etc.). Have a photo or a graphic of a particular item you are ordering? Attach the photo to the order. Need to justify a general journal adjusting entry? Attach the letter from your accountant to the entry. Want to show support for your Peachtree budget? Attach the Excel worksheet to the budget.
A couple of “tips and bewares” when working with attachments:
- You have to first save the record before you can add an attachment; Peachtree doesn’t know the record is there, and therefore can’t add the attachment, until you first hit the “Save” button. Then you can add the attachment to the saved record.
- Once a file is “attached” to a Peachtree record, it exists independent of the “original” file (Peachtree makes a copy). This means that you can give the attachment a different name than the original, or can even delete the attachment, without effecting the original file. It also means, however, that any changes made to the “original” file after attaching it will not be reflected in the attachment; once attached there are two separate files, each with its own independent existence. If you need to change the original and reflect the change on the attachment, make the change, save the original, delete the attachment, and re-attach to the Peachtree record.
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