Peachtree- Reports

Open peachtree and click on the reports as shown in the image:

Now click on the first option “accounts receivable”, after clicking on accounts receivable the following window will open:

As you can see, there are two options:

·        Report Area.

·        Report List.

Click on the “customer ledgers” on the left side menu as shown in the image below:

When you click on the customer ledgers the following window will open:

This window will show you reports of customer ledgers. If you want to see any information or report about your customers then you can get information from this option.

Now go to the next option “general ledger” as shown in the image:

Now click on the “general ledger on left side menu, as shown in the image below:

When you click on “general ledger” the following window will open:

This window provides you the detail of all general ledgers.

Now click on the “options” menu of “general ledger”’ window, as shown in the image:

When you click on the options the following window will open:

In this window, the first option is “report order” you can change the report order as you want by using this option.

The next option is “filter range”, there are four columns in filter range:

·        Filter

·        Type

·        From

·        To

You can change the visibility of reports as you want by using these options. In the “type” column, you can select the following options:

·        All

·        Range

·        Equal to

·        Not equal to

If you select “all” then all the ledgers reports will open.

If you select “range”, then write the account no in “from” and “to” option.

And click on “ok”.

If you want to convert your ledgers or other files into excel format then there is an option of “excel” on the menu bar of “general ledger”, as shown in the image:

When you click on “excel” the following window will open:

Now click “ok” and your file will move on “excel” format.

The next option is “design”, if you want to change the font size and design of the font the use this option. Go to the menu on the “general ledger”, and click on the “design” as shown in the image:

When you click on “design”, following window will appear:

Now right click on the first “text-header” option and select “font” option, the following window will open:

Change the design and size of font as you want and click “ok”.