Payments and Reports

Payments and Reports:

·        Open Peachtree Accounting software.

·         Go to the task menu and click on the sub-option “Payments”

·         A window will appear with the name Payments.

·         Select the “vendor” to whom you have to make the “Payment”. Here, you have to enter the “Check Number” and “Date” on which you are making the payment. And in the “$” section, we have to enter the amount we have to pay.

·         You can also enter the “customer” from whom you are receiving the payment. In “Check Number,” if they have sent you the payment through a check. And the “Date” at which you have received the payment. Then enter the description of things received or sent, and the amount of the things.

·         Now, for “Reports,” click on the “Reports” and click on any report you want to see. For example, you want to see the reports of “Accounts Receivable”, then click on the Accounts Receivable.

·         A window will appear with the name “Select a Report”. And if you wanted to see “Aged Receivables,” then click on the “Report List” option Aged Receivables.

·         Report of Aged Receivable will be open.

·         This is the General Ledger Report.

·         If you want to change the report style, font, or fields of the General Ledger, then click on the “Options” of the report, and the following window will appear.

·         You can also change the report order. If you want to see according to the description, then select that option.

·         If you only want to see the cash report, then enter here the “ID Number” of the cash.

·  The following cash GL report will appear when you enter the “Cash ID”

·         To change the field or to remove the field you don’t want to see, uncheck the box, and that thing will be removed from the report.

·        You can change the font from this option.

·         You can also see the financial report of the company for the current year and for the previous year to see the financial position of the company.

·        This is the Income Statement of the current year.