Sage Peachtree Accounting Peachtree by Sage 2011 Intermediate Workshop Jennifer O’Brien Certified Trainer JCS Computer Resource, Inc Detroit, Michigan

2 Peachtree by Sage 2011 Intermediate Workshop Workshop Content: –Setup Review –Purchase Order/Accounts Payable –Inventory Management –Sales Order / Sales Invoice –How to use Peachtree by Sage for Inventory Management –How to use Peachtree by Sage for Job Costing Management –Question and Answer

3 Setup Review –Customers –Vendors –Employees

4 Vendor Purchase Orders Creating purchase orders Receiving purchase orders Converting to Accounts Payable Invoices

5 How to use Peachtree by Sage for inventory management Inventory Defaults Adding Inventory Items Item Class Costing Methods Units of Measure Quantity Discounts Bill Of Materials Serialized Bill of Materials

6 Bill of Materials vs Work Tickets Defining Bill of Materials Creating finished goods from a bill of materials Setting up work tickets Creating finished goods from a work ticket

7 Customer Sales Invoices Creating a quote Converting to a sales order Creating a sales order Converting to a sales invoice Creating a sales invoice

8 Inventory Reports Inventory valuation Stock Status Item sold to customers Profitability Reports Suggested Reorder

9 How to use Peachtree by Sage for Job Costing Management Job Cost Defaults Adding Jobs Job Budgets Setting up Retainage Job Types Burden/Overhead Change Orders

10 Subcontract Insurance Subcontractor Retainage Vendor Maintenance How to setup subcontractor insurance Expiration Information Retainage

11 Purchase Expense for Jobs Accounts Payable material non inventory Accounts Payable services/subcontractors Inventory Issues

12 Payroll Labor Expense For Jobs Setting up labor burden % Payroll Entry Select for Payroll

13 Issuing Inventory to Jobs Issuing stock inventory to a job Buying non stock inventory items to a job Reporting on material usage to a job

14 Invoicing Jobs Time and Material billing % of Completion /Contract billing % Proposal Completed job billing

15 Job Reports Job Detail Job Profitability Job Retainage Job Unbilled

16 Work in Process What is WIP Reporting WIP Booking WIP Balancing WIP

17 Question and Answers Hand outs Download – Accounting selection guide Questions and Answers