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Chapter 16:
Customizing Forms
McGraw-Hill/Irwin Copyright © 2013 by The McGraw-Hill Companies, Inc. All rights reserved.
Customizing Forms
Chapter 16 starts Part 4 of the book:
Advanced Peachtree Complete Accounting
2012 Applications.
You have used many different kinds of
forms: invoices, statements, checks, etc.
There may be times when you want to
create your own form or customize one of
the formats that come with Peachtree. You
can customize forms with Peachtree’s forms
designer.
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What is a form? pp. 657-659
A form in Peachtree is a document that
you exchange with customers, vendors, or
employees. The forms that come with
Peachtree include checks, tax forms,
invoices, statements, mailing labels,
quotes, and collection letters.
Read pages 657-659.
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Peachtree Tips
The file restored in Chapter 16 is Exercise 6-2.ptb. This file was backed up in Chapter 6 on textbook page 220, and is used for Chapter 16’s illustrations.
You use the sample company, Bellwether Garden Supply, to complete Chapter 16. You can restore any backup from Chapters 1 – 7.
If you do not have a backup of Bellwether Garden Supply, install the starting data for the sample company by restoring the bgs.ptb file. Detailed steps for restoring the bgs.ptb file are on pages 23-25, Chapter 1.
The Save As window on textbook page 665 shows the Filename location for the practice form on Windows 7 computers—C:\Sage\Peachtree\Company\Forms\INV00000.FRM. If you are using Windows Vista or XP, refer to File Management, textbook pages xviii-xx.
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Backed up and Saved Files in
Chapter 16, p. 656
Backup (.ptb extension)
Excel (.xlsx) and Adobe (.pdf) Kilobytes
Page
Nos.
Exercise 16-2.ptb 3,685 KB 680
Exercise 16-2_Copy of Income Stmnt.pdf 9 KB 680
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Customizing a Form, pp. 661-662You have several options available for customizing forms. On the left side of the
window are design tools: Select, Add, Delete, Line Up, Resize. You can also design
forms from task windows; for example, Sales/Invoicing, Payments, Payroll Entry.
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Financial Statement Wizard, pp. 672-676The financial statement wizard walks you through customizing financial statements.
In this example, the Balance Sheet’s heading was changed.
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Going to the Net, p. 677
Access the Sage Newsroom at www.sagenorthamerica.com/Newsroom.
1. Select two articles.
2. Write a brief summary (no more than 100
words for each article). Identify the name
and date of the articles and the website
address in your answer.
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Analysis Questions, p. 680
1. What is a Peachtree form?
A form in Peachtree is a document that you exchange with
customers, vendors, or employees. The forms that come with PCA
include checks, tax forms, invoices, statements, mailing labels,
quotes, and collection letters. Forms are usually tied to a
transaction, such as an invoice or check.
2. What is a predefined or standard form?
Predefined reports are those that came with the software; for
example, the <Standard> Balance Sheet. You cannot overwrite
predefined reports.
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Assessment Rubric, p. 681
Report Date Menu Icon ID
Customized
Balance Sheet
Today's
Date, then
March 31,
2012
Reports & Forms; Financial
Statements, then link to
Financial Statement Wizard.
A wrench icon
identifies the
customized
statement.
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Online Learning Center
Go online to www.mhhe.com/yacht2012 for additional resources. Link
to Student Edition, select Chapter 16.
o Interactive Testing
o Glossary of Terms
o Feature Quiz
o Narrated PowerPoints
o Assessment Rubric
o Going to the Net
o QA Templates
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