Thank you very much to all who particpated in this morning's Peachtree Users Group Meeting. It was exciting to have so many involved participants. So far I have no answer for the problem of the List closing when you click on it in Peachtree 2008. I was unable to duplicate the problem. If anyone has a suggestion, please comment.
I have posted information on accessing the File Integrity Check under a separate topic in this blog. Remember to back up before you perform the test.
I am looking forward to your continual dialogue in this space. Be careful out there today! Dale
I need your help! As I mentioned in the last seminar I have a situation where I need to set up billing as follows: Our company hosts an event each year, that will require purchases as well as billing for receivables to it. I need to track profitabilty for each event. How should I set this up? Please advise.
Posted by: Lisa Person | February 04, 2008 at 02:59 PM
Lisa,
Originally I thought you could use Jobs for this, but jobs are customer specific so that won't work. We will have to get creative here and brainstorm.
You could set up new general ledger accounts for each event; a revenue, expense and miscellaneous account for each event. Then make sure all the purchases and all the billings are run through those accounts. You can then ask for a report of just those accounts and/or design a report that presents just that information.
Does anyone else out there have a better suggestion?
Dale Kunin, Peachtree Blog Moderator
Posted by: Dale Kunin | February 06, 2008 at 01:35 PM
I have a back-up question. Is there a way to completely copy your company and save it as a new name instead of creating a new company and importing all the data into it? I need to be able to do some testing with importing and I want to create a copy company to test in, instead of my actual company.
Any help is much appreciated-Thanks! -Lindsey
Posted by: Lindsey Brueggen | February 15, 2008 at 10:16 AM
Yes, Lindsey, this is pretty easy to do. First take a backup. Then use the back up to restore to a a new (test) company. In the restore process you will be prompted as to whether this restore is for a new company or an existing company. Choose "new Company" and give the company a name that is different from your real file (for e.g. smithco.test).
Now you have two companies on your computer. Just be careful which company you open and "fool around" with. Change the name of this test company in the Maintain Company Information screen so you will know which company you are working with.
Posted by: Dale Kunin | February 15, 2008 at 10:32 AM
Dale-thanks so much for your help! We are going to try importing our invoices instead of manually making all the changes in Peachtree, and are hoping this will work.
Lindsey
Posted by: Lindsey Brueggen | February 15, 2008 at 11:07 AM