Attention everyone: Lisa from our users group is looking for ideas to help her track specific events in her Peachtree software. Please take a look at the comments accessed by the navigation list at the right of the screen and post some suggestions.
Today I want to remind everyone about some essential steps you need to take to secure your accounting data. For small businesses who can't afford the number of staff to ensure adequate separation of duties, the owner/manager must take care that the accounting system has features that help mitigate the risks of having the same person performing most of your accounting functions. With Peachtree accounting you can set up processes and procedures that will help protect your data.
1. Make sure that every user of your software has a separate password-protected log in. Do not give your log in/password to any of your employees and make sure they do not share theirs. Recently a client was unable to identify the origin of a problem in their data because though we could trace the date and time an inappropriate entry was made (using the audit trail) we could not identify the user because this company had not enforced secure log ins for their staff.
2 If you do have mutliple staff performing separate accounting functions, you can limit their access to parts of Peachtree that they do not need to see. Peachtree allows you to customize each users rights at any time. The six areas of Peachtree (customers, vendors, inventory, payroll, banking and company) each have multiple tasks. You can get very specific on those access rights because for each task area the security options are No Access, Full Access, View Only, Add or Edit.
3. Make sure you back up your data every day. It never ceases to amaze me to discover how many businesses do not have a regular backup routine. I get calls every week from a client who had a hard disk crash or a data base get corrupted. My first question is always "when was your last back up?"
I will continue with these suggestions in my next post.
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