Chapter 15: Chapter 15: Customizing FormsCustomizing Forms

Copyright © 2010 by The McGraw-Hill Companies, Inc. All rights Copyright © 2010 by The McGraw-Hill Companies, Inc. All rights reserved.reserved.

McGraw-Hill/McGraw-Hill/IrwinIrwin

Customizing FormsCustomizing FormsChapter 15 starts Part 4 of the book: Chapter 15 starts Part 4 of the book: Advanced Peachtree Complete 2009 Advanced Peachtree Complete 2009 Applications.Applications.

You have used many different kinds of You have used many different kinds of forms: invoices, statements, checks, etc. forms: invoices, statements, checks, etc. There may be times when you want to There may be times when you want to create your own form or customize one of create your own form or customize one of the formats that come with Peachtree. You the formats that come with Peachtree. You can customize forms with Peachtree’s forms can customize forms with Peachtree’s forms designer.designer.

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Software Objectives, p. 639Software Objectives, p. 639

1.1. Define Peachtree forms.Define Peachtree forms.

2.2. Customize a form (invoice).Customize a form (invoice).

3.3. Print a practice forms. Print a practice forms.

4.4. Use design tools.Use design tools.

5.5. Use the Financial Statement Wizard.Use the Financial Statement Wizard.

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Web Objectives, p. 639Web Objectives, p. 639

Use your Internet browser to go to the book’s Use your Internet browser to go to the book’s website at website at www.mhhe.com/yacht2009. Go to the Internet Activity link on the book’s Go to the Internet Activity link on the book’s website. Then, select WEB EXERCISES PART website. Then, select WEB EXERCISES PART 4. Complete the first web exercise in Part 4–4. Complete the first web exercise in Part 4–Academic Websites.Academic Websites.Use a word processing program to write Use a word processing program to write summaries of the websites that you visited.summaries of the websites that you visited.

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Printing Forms, pp. 639-640Printing Forms, pp. 639-640

There are three types of documents that There are three types of documents that can be accessed from the Reports menu:can be accessed from the Reports menu:

a. Reportsa. Reports

b. Financial Statementsb. Financial Statements

c. Formsc. Forms

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What is a form? pp. 640-641What is a form? pp. 640-641

A form in Peachtree is a document that A form in Peachtree is a document that you exchange with customers, vendors, or you exchange with customers, vendors, or employees. The forms that come with employees. The forms that come with Peachtree include checks, tax forms, Peachtree include checks, tax forms, invoices, statements, mailing labels, invoices, statements, mailing labels, quotes, and collection letters.quotes, and collection letters.

Read pages 640 and 641.Read pages 640 and 641.

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Peachtree TipsPeachtree Tips

You use the sample company, Bellwether You use the sample company, Bellwether Garden Supply, to complete Chapter 15. Garden Supply, to complete Chapter 15. You can restore any backup from You can restore any backup from Chapters 1 – 7.Chapters 1 – 7.If you do not have a backup of If you do not have a backup of Bellwether Garden Supply, install the Bellwether Garden Supply, install the starting data for the sample company by starting data for the sample company by restoring the bgs.ptb file. Detailed steps restoring the bgs.ptb file. Detailed steps for restoring the bgs.ptb file are on pages for restoring the bgs.ptb file are on pages 28-31, Chapter 1.28-31, Chapter 1.

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Chapter 15 topicsChapter 15 topics1.1. Software objectives and web objectives, p. 639Software objectives and web objectives, p. 639

2.2. Printing forms, pp. 639-640Printing forms, pp. 639-640

3.3. What is a form?, pp. 640-641What is a form?, pp. 640-641

4.4. Getting started, pp. 641-642Getting started, pp. 641-642

5.5. Customizing a form, pp. 643-647Customizing a form, pp. 643-647

6.6. Printing customized forms, pp. 648-649Printing customized forms, pp. 648-649

7.7. Editing a form design, p. 650Editing a form design, p. 650

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Chapter 15 topics (concluded)Chapter 15 topics (concluded)5.5. Design tools, p. 650Design tools, p. 650

a. Object toolbar, pp. 651a. Object toolbar, pp. 651 b. formatting toolbar, p. 651b. formatting toolbar, p. 651

6.6. Financial statement design tools, pp. 652-655Financial statement design tools, pp. 652-6557.7. Financial statement wizard, pp. 655-659Financial statement wizard, pp. 655-6598.8. Internet activity, p. 659Internet activity, p. 6599.9. Summary and review, p. 659Summary and review, p. 659

a. Going to the net, p. 660 a. Going to the net, p. 660 b.b. Multiple-choice questions, pp. 660-662 Multiple-choice questions, pp. 660-662c. Exercise 15-1, p. 663c. Exercise 15-1, p. 663d. Exercise 15-2, p. 663d. Exercise 15-2, p. 663e. Analysis question, page 663e. Analysis question, page 663 f. Chapter 15 index, p. 664f. Chapter 15 index, p. 664

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Getting started, pp. 641-642Getting started, pp. 641-642

Complete steps 1 and 2 on page 641.Complete steps 1 and 2 on page 641.

Compare your balance sheet with the one Compare your balance sheet with the one shown on page 642.shown on page 642.

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Customizing a Form, p. 643Customizing a Form, p. 643 From the Navigation Bar, select . Link to From the Navigation Bar, select . Link to View All Customer & Sales ReportsView All Customer & Sales Reports. Select the . Select the ForFormms tab. In the Forms list, select Invoice. s tab. In the Forms list, select Invoice.

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Form Designer window, pp. 644-647Form Designer window, pp. 644-647

Click . The Form Design window for an Invoice Click . The Form Design window for an Invoice appears. appears.

Read page 644. Complete steps 6– 13 pp. 645-646.Read page 644. Complete steps 6– 13 pp. 645-646.

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Save As window, p. 647Save As window, p. 647After completing step 13 on page 646, the Save As After completing step 13 on page 646, the Save As window appears.window appears.

Click ; then .Click ; then .

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ForFormms tab, p. 647s tab, p. 647After completing step 14 on p. 647, Practice is After completing step 14 on p. 647, Practice is shown on the Forms list. Select Practice.shown on the Forms list. Select Practice.

Click .Click .

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Printing Customized Forms, p. 648Printing Customized Forms, p. 648Read step 1 on p. 648. Complete steps a. through e. Read step 1 on p. 648. Complete steps a. through e. The Preview and Print Invoices and Packing Slips The Preview and Print Invoices and Packing Slips window appears. window appears.

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Previewing Customized Form, p. 649Previewing Customized Form, p. 649After completing step 1, a.-e., on page 648, click . Bellwether’s After completing step 1, a.-e., on page 648, click . Bellwether’s customized invoice appears. (A partial invoice is shown.)customized invoice appears. (A partial invoice is shown.)

Click to print Invoice No. 103. Read step 3 and 4 on page 649. Close the Click to print Invoice No. 103. Read step 3 and 4 on page 649. Close the Select a Report or Form window.Select a Report or Form window.

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Editing a Form Design, pp. 650-651Editing a Form Design, pp. 650-651

Complete steps 1-6 on page 650.Complete steps 1-6 on page 650.

Save the form. Use the same filename, Save the form. Use the same filename, Practice.Practice.

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Design Tools, Object Toolbar, and Design Tools, Object Toolbar, and Formatting Toolbar, p. 650Formatting Toolbar, p. 650

Read page 650.Read page 650.

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Financial Statement Design Tools, pp. 652-655Financial Statement Design Tools, pp. 652-655

Read page 652. Complete steps 1 and 2 on p. 652. Read page 652. Complete steps 1 and 2 on p. 652. The <Standard> Cash Flow window appears.The <Standard> Cash Flow window appears.

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Financial Statement Design Tools (continued), Financial Statement Design Tools (continued), pp. 654-655 pp. 654-655

Read pages 654-655.Read pages 654-655.

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Financial Statement Wizard, p. 655-659Financial Statement Wizard, p. 655-659

Complete steps 1, 2, and 3 on pp. 655. The Financial Complete steps 1, 2, and 3 on pp. 655. The Financial Statement Wizard – Introduction window appears. Statement Wizard – Introduction window appears.

Click <Next>.Click <Next>.

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Financial Statement Wizard (continued), p. 656Financial Statement Wizard (continued), p. 656

After completing step 5 on p. 656, the Financial Statement After completing step 5 on p. 656, the Financial Statement Name window appears.Name window appears.

Click <Next>. Complete steps 6 and 7 on p. 656Click <Next>. Complete steps 6 and 7 on p. 656

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Financial Statement Wizard (continued), p. 657Financial Statement Wizard (continued), p. 657

After completing steps 6, 7 and 8 on p. 656, the Headers and After completing steps 6, 7 and 8 on p. 656, the Headers and Footers window appears. Footers window appears.

Complete steps 9 - 13 on p. 657.Complete steps 9 - 13 on p. 657.

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Financial Statement Wizard (concluded), p. 658Financial Statement Wizard (concluded), p. 658

Read page 658. After completing step 13, the Balance Read page 658. After completing step 13, the Balance Sheet is shown. (A partial balance sheet follows.) Sheet is shown. (A partial balance sheet follows.)

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Internet Activity, p. 659Internet Activity, p. 65911 Go to the book’s website at Go to the book’s website at www.mhhe.com/yacht2009.

22 Link to Student Edition. Link to Student Edition.

33 In the Course-wide Content list, link to Part 4 Internet In the Course-wide Content list, link to Part 4 Internet Activities for Chapters 15-18. Open or Save. Choose Activities for Chapters 15-18. Open or Save. Choose Chapter 15 to complete Quizzes, PowerPoints, and Going to Chapter 15 to complete Quizzes, PowerPoints, and Going to the Net exercises. the Net exercises.

44 Complete the ACADEMIC WEBSITES exercise. Read steps Complete the ACADEMIC WEBSITES exercise. Read steps 1-6.1-6.

55 Follow the steps shown on the book’s website to complete Follow the steps shown on the book’s website to complete this Internet activity.this Internet activity.

66 Using a word processing program, write a brief summary of Using a word processing program, write a brief summary of what you find. Include all appropriate website addresses.what you find. Include all appropriate website addresses.

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Going to the Net, p. 660Going to the Net, p. 660

Access press releases about the Peachtree Access press releases about the Peachtree Accounting Product Line at Accounting Product Line at http://smallbusiness.sagesoftware.com/press/press_releases_peachtree.cfm. .

1.1. Select two articles.Select two articles.

2.2. Write a brief summary (no more than 100 Write a brief summary (no more than 100 words for each article). Identify the name words for each article). Identify the name and date of the articles and the website and date of the articles and the website address in your answer. address in your answer.

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