I'm creating some reports for an accounting business, and need some guidance. As I understand the customer needs, they will fill out the purchase order (for example) using the form provided by Peachtree. Then they want to print/FAX/e-mail a custom form that has their logo and a different layout.
My question is there a standard way to do this? I thought that perhaps I could replace the Peachtree form, but have not found how to do this. Alternatively, perhaps they save the data and go to Reports and select the custom Purchase Order. Then the custom Purchase Order lets them select by P.O. number, or date, or description. That done, the report is created and then they can print or whatever. Is there a better or more standard way to do this?
The software is Peachtree Premium Accounting 2005, Accountant's edition.
Thanks, Dave