Tag Archive for 'Peachtree'

Pre-printed Forms For Time Savings

Using a pretty simple, no-frills function of Peachtree Accounting can save a lot time, particularly if you’re taking in a lot of payments (and I hope you are). With a little foresight, you can stop hand-writing payment information by hand in the difficult to complete tablet of deposit slips. By allowing Peachtree Accounting to do its job, which is to make YOUR job easier, you can automate the printing of your deposit slips by following these steps.

  1. After you have received your payments in Peachtree Accounting, click Tasks then Select for Deposit.
  2. Verify the bank account number, deposit date and deposit ticket number.
  3. Select the payments included in the deposit by checking the box to the right.
  4. Insert your pre-printed deposit form into your printer and click Preview or Print.

Remember: Your pre-printed form includes your company, bank and account information, so it won’t show in the preview window. You will see the payment method, your customers’ name, their check number and the payment amount.

In order to use this feature, you will need to order your pre-printed deposit forms. By ordering from Peachtree or Acuity Solutions, you will receive a 100% guarantee that your forms are compatible and by ordering in a small quantities, you can test the feature without making a big investment. Call Peachtree at 800-617-3224 or Acuity Solutions at 702-966-2000 to place your order and let us know how it works.

If you are using pre-printed deposit forms or other custom forms to save time, let us know about it in the comments section below.

Improve Productivity By Using The Keyboard

In the latest issue of The Peachtree Insider, the tip of the month addresses keyboard shortcuts: a way to keep your hands on the keyboard rather than slowing down to move to the mouse for a couple of clicks just to go back to the keyboard. If you are unfamiliar with reasons why you might want to leave your mouse alone, read this.

While the short list included is a fine start, it hardly scratches the surface on ways you can keep your productivity up by keeping your fingers on the keyboard. Going beyond mere keyboard shortcuts, other tools are available to help with text substitution. Text substitution is a system in which a user creates a hotstring (specific characters) that when typed are automatically replaced with a longer string of text. For example, rather than typing the entire name of our company, I can simply type A-S-L to get Acuity Solutions, LLC.

I recommend Texter from the folks at Lifehacker.com which works across all Windows applications so you can use it in Peachtree, Word, Excel, Outlook…you get the idea. Texter allow users to include date and time variables in text replacement and punctuation can be used in hotstrings. By the way, it’s free.

If you’re using text substitution, let us know how it works for you. We also want to hear any others ways you avoid the mouse.