Cathy Fowler
05-03-2002, 08:34 AM
I work in a general accounting office - we have a small store offsite using Peachtree Complete Accounting Version 6 (with an upgrade).The store uses only A/R and sends me monthly activity reports. They tried to install version 7 a number of years ago, but ran into trouble. I only deal with the program when they are having problems (we don't have support in this area), thus my help is not always that helpful.
We have old A/R invoices on customer accounts that I am in the process of writing off, also zero balances that I am applying together in Cash Receipts. I was hoping to have these written off amounts off the A/R ageing, but it looks like they will stay there until a purge. It seems I can't purge anything in the current year. The process I used to write off amounts was to go in Sales, enter a credit to account, then go in Cash Receipts and apply. I later read that I could do this in one step through Cash Receipts using a Bad Debt account instead of Cash account - I have yet to try this and don't know if it will have any effect on my problem.
Is there a way to purge through to the last closed month? I would have no problem with closing the year to do this, but it seems I can only close the year in the month assigned by the system during setup (?). Since we are only using the A/R portion of the program and the store clerks do not go into previous months to change activity I'm not too worried about when I close a year at this point - I just want the A/R cleaned up before fiscal year close.
Without the purge, I have an inaccurate ageing - the over 90 days column is over inflated and the under 30 days in under inflated - because of the old invoices being at one end and the credits against them at the other end of the ageing. It is also a very long report at this point.
If there is no way to purge to a more recent date as the system is now - is there an upgrade that would help with this situation?
We have old A/R invoices on customer accounts that I am in the process of writing off, also zero balances that I am applying together in Cash Receipts. I was hoping to have these written off amounts off the A/R ageing, but it looks like they will stay there until a purge. It seems I can't purge anything in the current year. The process I used to write off amounts was to go in Sales, enter a credit to account, then go in Cash Receipts and apply. I later read that I could do this in one step through Cash Receipts using a Bad Debt account instead of Cash account - I have yet to try this and don't know if it will have any effect on my problem.
Is there a way to purge through to the last closed month? I would have no problem with closing the year to do this, but it seems I can only close the year in the month assigned by the system during setup (?). Since we are only using the A/R portion of the program and the store clerks do not go into previous months to change activity I'm not too worried about when I close a year at this point - I just want the A/R cleaned up before fiscal year close.
Without the purge, I have an inaccurate ageing - the over 90 days column is over inflated and the under 30 days in under inflated - because of the old invoices being at one end and the credits against them at the other end of the ageing. It is also a very long report at this point.
If there is no way to purge to a more recent date as the system is now - is there an upgrade that would help with this situation?