Maintain Global Options

Global options set defaults that are in effect for all Peachtree companies that your computer accesses. Global options allow each user to specify how Peachtree opens companies and displays data.

To open the global option window select Global… from options menu.

The following window will be on your screen. In this window there are 4 main tabs which are Accounting, General, Peachtree partners and Spelling tab.

The accounting tab is as follows:

In this tab 1^st option is Decimal entry, in this we determine the way decimals are inserted in Peachtree if we select automatic then Peachtree will automatically adjust the decimals but if we select manual then we set it our self. For example, if we type 2 and press Enter, Peachtree will display 2.00 in the field.

If we want to hide general ledger account in any of task window we will check the box on accounting tab. Like if we want to hide account receivable in quotes, sales order, invoicing, credit memos and receipts window we will check the box as did in the figure.

Similarly in other options you may select any of the options which you want like to display a warning when you try to exit a new or modified record that has not been saved, select the 1^st option in other options… or to hide inactive records select this option in accounting tab.

The next tab which is General is as follows:

In general tab Improve performance is used to increase the performance by checking boxes like if you want to print faster select the 1^st option in improve performance or if you select the 2^nd option it will speed up the display in inventory look up items avoiding to show and calculate inventory on hand of each item.

Line item entry displays is used to determine whether one or two lines will appear in the list distribution box of various task windows,

Smart data entry is used to enable lookup lists to instantly appear and anticipate what you want to enter. Like if you want to drop down the list when cursor is placed in a field or one letter is written then automatically list will open select “Drop-down list displays automatically” option.

In Color scheme you can choose any of five colors which will change the color of window and all boxes which displayed on this software.

Now the next tab is Peachtree partners which are shown below:

This tab is used for the security level you want to choose like low, medium or high.

The 4^th and last tab is spelling tab which is used to avoid spellings mistakes in Peachtree software when you entering data. Press OK when you set all the default settings.

Maintain users

We can set up user profile for different person who are using this software by allocating I.D’s and password for each person. That I.D and password are required before opening and working with company data.

To open the maintain user window we go to maintain menu and select Users…

The maintain user’s window will be open:

In this window give the user I.D and password suppose we give 100 I.D and password UCP. If you want to give access to maintain users then checks the box and to make the user inactive, selects this check box. When a user ID is inactive, the user cannot open this Peachtree Company

There are many tabs like System, sales, purchase, general ledger, payroll, and inventory. These tabs of the maintain window allows us to set up control levels and access to all areas mention in the tabs or window.

Select the control level for each program area for this user. Depending on the program area selected, choose No Access, Read, Add, Edit, or Full control rights as shown in the below figure.

When finish the process press the save button.

There is another example in the figure below like in the sales tab we give this user no access to the maintenance area so when we select it then this user will not have an access to these areas.

When you are going to open the company in the Peachtree, the software will ask you an I.D and password in the form of small box open as shown in the figure: