Peachtree 2008

Posted by wkissel on November 6, 2007, 8:23 am

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I have 2 issues with Peachtree 2008 (Complete): I am uncomfortable
with the business status displaying for all employees who only need to
enter sales orders. I can find no way to deactivate this feature
through user security.

Also, in previous versions, customized invoices, sales orders, etc
displayed alphabetically so that by controlling the name, I could
control which form appeared first in the list (i.e. became the
"default" form). This does not appear to work in 2008.

Any advice?

Wayne

Posted by Diane Koers on November 6, 2007, 5:12 pm

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You can hide the Business Status screen, but then it's only a click to turn
it back on.

So the answer is, through user security, do not provide access to say for
example, GL, AP and other modules. Then that info will not come through on
the Business Status screen.

--
Diane Koers
Peachtree certified consultant
www.thepeachtreelady.com
Co-author Peachtree for Dummies

>I have 2 issues with Peachtree 2008 (Complete): I am uncomfortable

> with the business status displaying for all employees who only need to

> enter sales orders. I can find no way to deactivate this feature

> through user security.

> Also, in previous versions, customized invoices, sales orders, etc

> displayed alphabetically so that by controlling the name, I could

> control which form appeared first in the list (i.e. became the

> "default" form). This does not appear to work in 2008.

> Any advice?

> Wayne

Posted by wkissel on November 12, 2007, 9:24 am

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> You can hide the Business Status screen, but then it's only a click to turn

> it back on.

> So the answer is, through user security, do not provide access to say for

> example, GL, AP and other modules. Then that info will not come through on

> the Business Status screen.

> --

> Diane KoersPeachtreecertified consultantwww.thepeachtreelady.com

> Co-authorPeachtreefor Dummies

> >I have 2 issues withPeachtree2008(Complete): I am uncomfortable

> > with the business status displaying for all employees who only need to

> > enter sales orders. I can find no way to deactivate this feature

> > through user security.

> > Also, in previous versions, customized invoices, sales orders, etc

> > displayed alphabetically so that by controlling the name, I could

> > control which form appeared first in the list (i.e. became the

> > "default" form). This does not appear to work in2008.

> > Any advice?

> > Wayne- Hide quoted text -

> - Show quoted text -

Diane:

Thanks for your help. We use the Sales Order as our "job ticket" to
track/create new jobs. So by virtue of allowing users to create these,
they get access to ALL sales data, right?

Wayne