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How to Write a User's Manual for Peachtree - Seeking help

K

Ka Pilo

#1
I was advised to write a User's Manual for Peachtree. Do you know what a Peachtree is? Any tips on how to document such process?

Thank you very much.
 
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BradM

Staff member
Admin
#3
Re: Seeking help on how to write a User's Manual

:agree1:

Ka Pilo, I would start with Stijloor's link and spend some time on the site. If you have a current license, I would think you could call them and get some help also. Recall like many other software packages, Peachtree has several versions and such. So make sure that whatever you do, it matches what you are currently using.

As a suggestion, if there is a user's manual available online, see if you can use it, as opposed to writing one yourself. Too.... maybe check out the Help module for it. Many applications have very good help modules. :)
 
K

Ka Pilo

#4
This is what I got when searching for Peachtree & Sagesoft:


About Sagesoft:
SAGESOFT SOLUTIONS INCORPORATED (SSI) is an open systems-based solutions company specializing in well-known software solution for the Philippine market. Established in 2004 as a spin off company of Touch Solutions Inc., we are catering the high demand on Enterprise Resource Planning (ERP) and accounting software packages.

SSI aspires to be the ideal Information Technology integration company providing unmatched software and outsourcing solutions that drive customers to realize their full business potential. Through the effective use of Information Technology, we can provide the right people with the right information at the right time to make the right decisions.

SSI has devoted its manpower and resources in helping well-established and growing businesses/enterprises lower their TCO by providing solutions that adhere to open standards, increase the productivity of customers by providing highly qualified professionals to deliver outsourced business services, and maximize Return on Investment (ROI) by rationalizing business processes through the effective use of Information Technology that will enable the customers to utilize information in a timely and accurate manner.



****
bout Sage Peachtree – Sagesoft’s product:

Sage Peachtree is accurate, easy-to-use accounting software that provides the insights and control needed for businesses that are committed to getting the numbers right and improving results.

Peachtree by Sage has been recognized in the accounting software market for providing small business owners with the insight essential to make better business decisions. Designed to better manage their accounting and streamline their operations, the Peachtree line includes a solution for virtually every need and budget. Choose from the entry-level simplicity of Peachtree First Accounting to the powerful features of our industry-specific solutions, including those for construction, distribution, manufacturing and nonprofits.


I am going to meet my boss tomorrow to ask for a walkthrough of it first before. I thought there will be a customization on my part for this software. Maybe it's more of a work instruction but I also need to understand the linking between processes. What are the good questions to ask on our meeting? I will appreciate if anyone could enumerate essential things that will drive on the documentation.



Thank you very much.






 
A

adickerson

#5
There are a lot of guides that you can buy at books stores. I know Amazon sells quite a few.

I have always found making a guide book a controlled document a good idea. I then use the book as a general work instruction. I of course try to make customized work instructions for our company's processes but it never hurts to put a reference for that special section of the book.

For example:
"Create an invoice using the Lot Code as the Shipment ID (see page 27 of Peachtree Guide for details on making a invoice)."
 
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