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rds_4
05-22-2002, 01:51 AM
I need to produce a report showing payments for the acquisition of fixed assets for a specified period.

The first step for me is to come up with the range of check numbers for the said period which I could get from the check register.

The problem is if a transaction had to go through the Purchases/Receive Inventory only the invoice # is displayed on the report and the debit to accounts payable. I have to drill down to the invoice paid to determine if a fixed asset was acquired or an expense was paid. I wouldn't be able to see this by just looking at the check register report. Also, only the invoice # is indicated and not the description of the payment.

I could try using the GL report and specify the fixed asset account only but I wouldn't know which check was used to pay for said asset. I wouldn't know which period the payment was made.

What I had to do is to make a combination report between the GL and check register reports. If only the check register could show the description of the invoice #. If only the GL could show which check # was used to pay for said asset/expense. And if only the Purchases/Receive Inventory window would not only show "Paid in Full" but the check # as well.

To come up with the combination report is no easy task and I just want to solicit some ideas on how I could produce it easier. Is Crystal Reports the answer? Have tried using the evaluation version included with PCA but found it a bit complex (not for the average user).

TheWolf
05-29-2002, 11:31 AM
This type of report is not possible within Peachtree itself. You would have to use Crystal Reports but if you have never used CR before you are in for a very difficult time. Peachtree database is difficult to navigate using CR.

dringstrom
05-29-2002, 04:27 PM
The way that I've gotten around this in the past is to create an Excel spreadsheet that uses DDE to pull over the purchases journal and the payments journal. I then wrote code to correlate the expense accounts to the payment transactions for vendor invoices.

You might be able to accomplish something similar by exporting the purchase and payments journals to .CSV files, then analyzing the data in Excel. I agree with Thomas...Crystal Reports is no picnic for beginners.

TheWolf
05-29-2002, 04:40 PM
Interesting idea David. Never thought of approaching it that way but there is a myriad of possibilities like that.