How can I track when certain financial conditions exist in Peachtree?

Alerts are conditions you want to be aware of as they happen in order to trigger further action.

1. From the Tasks menu, select Action Items.
Peachtree displays the Action Items window.

2. Select the Alerts tab.
The current Peachtree system date appears along with existing items that meet the alert condition separately, along with the condition that is being monitored.

3. Select the ALERT button at the top of the window.
Peachtree displays the Set Company Alerts window.

4. To create a new alert condition, select a blank line in the list or click the Row button menu on the toolbar, then select the Add button.

5. Select the E-mail check box if you want to send e-mail messages that notify customers, vendors, employees or others about this Alert. You can perform this step at any time. Enter the e-mail information at the bottom of this window.

6. Select the area of your company that the alert condition applies to. You can select customer, vendor, employee, inventory item, or G/L account.

7. Select what to include in the alert condition for the area of the company that the alert condition applies to. This can be a range of customers, vendors, employees, inventory items, or G/L accounts.

8. Select the type of information for the alert condition.
Select the condition and amount that applies to the type of information you have chosen.
As you enter the alert condition, the Alert Description field displays your choice.

Select OK when you have finished setting up the alerts.
When the condition triggers an alert, the small Alert button will appear in the Peachtree status bar.
Click this button to display the Alerts tab of the Action Items window.

-- by Gayle Raines, Director of Training at Baytek, an Authorized Peachtree Resource Center.

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