peachtree-software peachtree complete accounting 7.0 Guía De Instalación Rápida
Lesson IX—Company Administration
Review of Lesson IX
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Review of Lesson IX
Let’s review some of the things we learned in this lesson:
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Memorized transactions can save time in repetitive data entry tasks.
You can set up and use memorized transactions for quotes, sales
invoices, purchase orders, payments, and General Journal entries.
You can set up and use memorized transactions for quotes, sales
invoices, purchase orders, payments, and General Journal entries.
•
You can do the following with memorized transactions:
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enter a new memorized transaction from scratch
•
save an existing task transaction as a memorized transaction
•
select an existing memorized transaction and apply it to a new
task transaction
task transaction
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You can set up data security by allowing individual access to your
company data. You can set up user profiles (records) for each person
who will be using Peachtree Accounting. Each user record is set up
with a user ID and password that will be required before opening
and working with company data. You can set up user rights (control
levels) to various program areas of Peachtree Accounting.
company data. You can set up user profiles (records) for each person
who will be using Peachtree Accounting. Each user record is set up
with a user ID and password that will be required before opening
and working with company data. You can set up user rights (control
levels) to various program areas of Peachtree Accounting.
•
If you want to track when an action is performed in your company
data, you can activate Peachtree Accounting’s audit trail. This is a
security option that logs when a person enters data, maintains (edits)
existing data, and removes data. Audit trail provides accountability
of users, deters users from fraudulent activity or mistakes, and tracks
transaction history. The Audit Trail report can trace fraudulent
activity and other accounting adjustments you may not know were
completed.
data, you can activate Peachtree Accounting’s audit trail. This is a
security option that logs when a person enters data, maintains (edits)
existing data, and removes data. Audit trail provides accountability
of users, deters users from fraudulent activity or mistakes, and tracks
transaction history. The Audit Trail report can trace fraudulent
activity and other accounting adjustments you may not know were
completed.
•
If you intend to activate Peachtree’s audit trail log, it is highly
recommended that you set up user records in the Maintain Users
window. Peachtree can associate the user currently logged in with the
data that is being entered or maintained, thus providing a more
complete audit trail.
recommended that you set up user records in the Maintain Users
window. Peachtree can associate the user currently logged in with the
data that is being entered or maintained, thus providing a more
complete audit trail.
•
If you delete all user records, the Security Check (log in) window will
no longer display when you open the company. It will also remove
user accountability if the Use Audit Trail option is selected in
Maintain Company Information.
no longer display when you open the company. It will also remove
user accountability if the Use Audit Trail option is selected in
Maintain Company Information.
You can now proceed to Lesson X—Time & Billing.