Trouble E-mailing Customer Statements?

“PeachPodCast” - A Podcast for Peachtree and One Write Plus users featuring helpful information, tips, tricks and suggestions for bookkeepers, business owners, and consultants.

Today I would like to pass on a tip about E-mailing customer statements

If you are having trouble e-mailing customer statements when you get to ~statement and ~click Print/email. Peachtree doesn’t show Outlook as an option for emailing, it only shows network printers.

Check the following:

In Customer Maintenance, verify that the Form Options/Batch delivery method (within the Sales Info tab) is set to E-mail for each customer that you want to email.

From the Sales Invoice screen, try to email just one invoice.

If you can, then your e-mail is set up correctly.

I hope you find this information helpful. If you have questions or comments, please send me an email at jayne@quickbooksgal.com. You can also visit our website: http://www.custmbiz.com/.

Prior Period Locking In Peachtree

“PeachPodCast” - A Podcast for Peachtree and One Write Plus users featuring helpful information, tips, tricks and suggestions for bookkeepers, business owners, and consultants.


Today I want to tell you about Prior Period Locking in Peachtree.

Have you ever worked on a client’s books only to find that when they bring you the file that payroll numbers have changed? You printed all of the 941 forms from the past quarters; you have proof of what actually happened in that quarter. Then, as you are looking at your final calculations, you notice that the numbers are just not adding up. What happened?

The answer is simple. Your client may have inadvertently made a change to a prior period in their Peachtree software. For example, they gave someone a raise, and then not thinking about the ramifications, went into a prior paycheck and made a change. Once they saved the change, the “new” numbers were immediately reflected in the tax forms.

Here is an easy way to stop this problem from happening:

This year when you visit your clients, ask them to turn on prior-period locking. This feature keeps Peachtree users from making changes in their invoices, payroll, purchase orders, etc. that have already occurred.

Prior-period locking is found in the navigation bar under Tasks > User Security. Then, set up a new user with “view only” rights to “Transactions in the Prior Period.”

Thanks to the folks at Peachtree for sharing these tips in their latest newsletter. I’ll continue to bring you more tips from a variety of sources that I hope you will find useful or time-saving.

I hope you find this information helpful. If you have questions or comments, please send me an email at jayne@quickbooksgal.com. You can also visit our website: http://www.custmbiz.com/.