Chapter 15: Customizing Forms

©The McGraw-Hill Companies, Inc. 2 of 36 Customizing Forms Chapter 15 starts Part 4 of the book: Advanced Peachtree Complete 2005 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.

©The McGraw-Hill Companies, Inc. 3 of 36 Software Objectives, p. 555 Select a form. Select the filter, format, align, and design options. Explore the data, text, command, group, picture, and line objects. Design a Balance Sheet with the Financial Statement Wizard.

©The McGraw-Hill Companies, Inc. 4 of 36 Web Objectives, p. 555 Use your Internet browser to go to the book’s website at Go to the Internet Activity link on the book’s website. Then, select WEB EXERCISES PART 4. Complete the first web exercise in Part 4- Academic Website. Use a word processing program to write summaries of the websites that you visited.

©The McGraw-Hill Companies, Inc. 5 of 36 Printing forms, pp There are three types of documents that can be accessed from the Reports menu: a. Reports b. Financial Statements c. Forms

©The McGraw-Hill Companies, Inc. 6 of 36 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 556 and 557.

©The McGraw-Hill Companies, Inc. 7 of 36 Peachtree Tips Peachtree Tips You use the sample company, Bellwether Garden Supply, to complete Chapter 15. You can restore any backup from Chapters 1 – 7. If you do not have a backup of Bellwether data, see Appendix A, Installing Starting Data for the Sample Companies, pp for detailed steps.

©The McGraw-Hill Companies, Inc. 8 of 36 Chapter 15 topics 1. Software objectives and web objectives, p Printing forms, pp What is a form?, pp Getting started, p. 557 a. Selecting a report, pp b. The filter options, pp c. The format options, pp d. The align options, p. 563

©The McGraw-Hill Companies, Inc. 9 of 36 Chapter 15 topics (concluded) 5. Designing forms, pp Editing a form design, pp Financial Statement Wizard, pp Internet activity, p Summary and review, p. 576 a. Going to the net, p. 576 b. Multiple-choice questions, pp c. Exercise 15-1, p. 579 d. Exercise 15-2, p. 579 e. Chapter 15 index, p. 580

©The McGraw-Hill Companies, Inc. 10 of 36 Getting started, pp Read the information at the bottom of page 557. Complete steps 1-3 on p Complete steps 4 – 6 on p. 558.

©The McGraw-Hill Companies, Inc. 11 of 36 Invoice Plain Service #2, p. 559 Type in the From column. Type in the To column. Read the information on pp Then, click on.

©The McGraw-Hill Companies, Inc. 12 of 36 The filter options, pp Read the information on page 560. Complete steps 1-3 on pages

©The McGraw-Hill Companies, Inc. 13 of 36 The format options, p. 561 Complete steps 1, 2 and 3 on page 561. Read the information at the top of p. 562.

©The McGraw-Hill Companies, Inc. 14 of 36 Print Setup, p. 562 Click on the arrow next to the Default Printer. The Print Setup window appears. Read p Select Cancel to return to the Invoice Plain Service #2 Format window.

©The McGraw-Hill Companies, Inc. 15 of 36 The align options, p. 563 At the Invoice Plain Service #2 window, click on. Read p. 563, then complete steps 2 and 3.

©The McGraw-Hill Companies, Inc. 16 of 36 Designing forms, pp Read page 564, then complete steps 1 – 4 on pages 564. This window is shown on p Click on the Save icon.

©The McGraw-Hill Companies, Inc. 17 of 36 Designing forms, p. 565 In the Form Name field, type Practice Click.

©The McGraw-Hill Companies, Inc. 18 of 36 Data Object Properties, pp Complete steps 7-10 on page 566. This window is shown on page 567. Complete steps 11 and 12 on page 567.

©The McGraw-Hill Companies, Inc. 19 of 36 Edit Print Order window, p. 568 Complete step 13 and 14 on page 568. Complete steps on p. 569.

©The McGraw-Hill Companies, Inc. 20 of 36 Editing a Form Design, pages Complete steps 1, 2, and 3 on page 569. Read the information on pages 569, 570, and 571.

©The McGraw-Hill Companies, Inc. 21 of 36 Financial Statement Wizard, p Complete steps 1, 2, and 3 on pp Compare your window to the one shown below step 3 on page 572. Click on.

©The McGraw-Hill Companies, Inc. 22 of 36 Financial Statement Wizard (continued), p. 572 After completing step 4 on p. 572, this window appears. Click on.

©The McGraw-Hill Companies, Inc. 23 of 36 Financial Statement Wizard (continued), pp. 573 After completing steps 5, 6 and 7 on page 573, the Headers and Footers window appears. Complete steps on pages

©The McGraw-Hill Companies, Inc. 24 of 36 Financial Statement Wizard (concluded), pp After completing steps on p. 574, the balance sheet is shown on p Complete steps 8, 9, 10, 11, 12 on pp

©The McGraw-Hill Companies, Inc. 25 of 36 Glossary of Terms Chapter 15

©The McGraw-Hill Companies, Inc. 26 of 36 Portrait orientation, p. 562 Portrait orientation refers to the direction of the page in which the long edge of the paper runs vertically. It is called portrait orientation because of the similarity to a picture in a frame.

©The McGraw-Hill Companies, Inc. 27 of 36 Landscape orientation, p. 562 Landscape orientation refers to the direction of the page in which the long edge of the paper runs horizontally. It is called landscape orientation because it resembles the horizon.

©The McGraw-Hill Companies, Inc. 28 of 36 Bitmap, p. 569 A bitmap refers to the dots (pixels or picture elements) on the display window.

©The McGraw-Hill Companies, Inc. 29 of 36 Data objects, p. 570 A data object is either taken directly from information you have typed or derived from such information.

©The McGraw-Hill Companies, Inc. 30 of 36 Text objects, p. 570 A text object is for letters or characters you type onto the form.

©The McGraw-Hill Companies, Inc. 31 of 36 Picture objects, p. 571 Picture objects are any bitmapped graphic image created or captured in a program that supports OLE (object linked and embedded) native format.

©The McGraw-Hill Companies, Inc. 32 of 36 Group objects, p. 571 Group objects are combined data objects arranged in columns. They are treated as a single object with a single order number.

©The McGraw-Hill Companies, Inc. 33 of 36 Command objects, p. 571 Command objects are used by Peachtree to tell the program what to do next when printing forms.

©The McGraw-Hill Companies, Inc. 34 of 36 Line and rectangle objects, p. 571 You can draw lines or rectangles on your forms. You can draw lines in color and with shading. Lines can also contain other objects.

©The McGraw-Hill Companies, Inc. 35 of 36 Internet Activity, p Go to the book’s website at In the Student Center list, link to Internet Activities. 3 Link to WEB EXERCISES PART 4. 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.

©The McGraw-Hill Companies, Inc. 36 of 36 Going to the Net, p. 576 Access Success Stories about the Peachtree Accounting Product Line at Access Success Stories about the Peachtree Accounting Product Line at Select an article about a company using Peachtree software. 2. Identify two or three reasons why the use of Peachtree software is helping this company. Include the website address in your answer.