Chapter 16: Customizing Forms McGraw-Hill/Irwin Copyright © 2011 by The McGraw-Hill Companies, Inc. All rights reserved.

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Presentation transcript:

Chapter 16: Customizing Forms McGraw-Hill/Irwin Copyright © 2011 by The McGraw-Hill Companies, Inc. All rights reserved.

Customizing Forms Chapter 16 starts Part 4 of the book: Advanced Peachtree Complete Accounting 2011 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. 16-2

What is a form? pp 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

Peachtree Tips Peachtree Tips The file restored in Chapter 16 is Exercise 6-2.ptb. This file was backed up in Chapter 6 on textbook page 228, 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 28-32, Chapter 1. The Save As window on textbook page 677 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 xvii-xviii. 16-4

Internet Activity, p Go to the book’s website at Link to Student Edition. 3In the Choose a Chapter field, select Chapter 16. Observe that the Quizzes and More Resources list includes additional activities. In the Course-wide Content list, link Internet Activities; then link to Part 4 Internet Activities for Chapter Select Open or Save. 4 Complete the ACADEMIC WEBSITES exercise. Read steps Follow the steps shown on the book’s website to complete this Internet activity. 6 Using a word processing program, write a brief summary of what you find. Include all appropriate website addresses. 16-5

Going to the Net, p. 689 Access the Sage Newsroom at 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. 16-6

Assessment Rubric, p. 692 ReportDateNavigation CenterIcon ID Customized Balance Sheet 16-7

Analysis Questions, p What is a Peachtree form? 2. What is a predefined or standard form? 16-8

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