Chapter 8: Pavilion Design Group: Time & Billing Chapter 8: Pavilion Design Group: Time & Billing

©The McGraw-Hill Companies, Inc. 2 of 23 Pavilion Design Group When you installed Peachtree Complete Accounting 2004, Release 11, two sample companies were included with the software: Bellwether Garden Supply and Pavilion Design Group. In Chapters 1-7, you worked with Bellwether Garden Supply. In this chapter, you will focus on how the second sample company, Pavilion Design Group, uses PCA’s time and billing feature.

©The McGraw-Hill Companies, Inc. 3 of 23 Time & Billing Time & Billing gives you a way to track expenses and time when working with your customers. For example, there are daily services that you perform for your customers like making copies, designing a proposal, and out-of-pocket expenses. These expenses can be tracked and documented using PCA’s time and billing feature. The purpose of PCA’s time and billing feature is to give you the tools to record customer-related work or expenses.

©The McGraw-Hill Companies, Inc. 4 of 23 Software Objectives, p. 229 Start the sample company, Pavilion Design Group. Explore Peachtree’s time and billing feature Make one backup: one blank, formatted disk for Chapter 8.

©The McGraw-Hill Companies, Inc. 5 of 23 Web Objectives, p. 229 Use your Internet browser to go to the book’s web site at Complete the Internet activity for Search Engines. Complete the steps shown for this activity.

©The McGraw-Hill Companies, Inc. 6 of 23 Peachtree Tips Peachtree Tips You use the other sample company, Pavilion Design Group, to complete Chapter 8.

©The McGraw-Hill Companies, Inc. 7 of 23 Backing Up Chapter 8 Disk Backup Name KB Page Nos. 14 of 14 A:\Chapter KB

©The McGraw-Hill Companies, Inc. 8 of 23 Chapter 8 Topics 1. Software & web objectives, p Pavilion Design Group, p Time & Billing, p. 229 a.Time tickets, p. 230 b.Expense tickets, pp Getting started, p Using Time & Billing, p. 232 a.Inventory item maintenance, pp b.Time ticket, pp c.Sales invoice, pp d.Payroll, pp

©The McGraw-Hill Companies, Inc. 9 of 23 Chapter 8 Topics (concluded) 5. Backing up Chapter 8 data, pp Internet Activity, p Summary and Review, pp a.Going to the net, p. 239 b.Multiple choice questions, pp c.Exercise 8-1, pp d.Exercise 8-2, p. 242 e.Chapter 8 index, p. 243

©The McGraw-Hill Companies, Inc. 10 of 23 Select Pavilion Design Group, p. 231 Start Windows and Peachtree in the usual way. From the startup screen, click on Explore a sample company. Select Pavilion Design Group. Click on. Close Peachtree Today.

©The McGraw-Hill Companies, Inc. 11 of 23 Inventory Item Maintenance, p. 226 From the menu bar, click on Maintain, then Inventory Items. In the Item ID box, select CONCO1, Layout Concept. Close the Maintain Inventory Items window.

©The McGraw-Hill Companies, Inc. 12 of 23 Time Ticket, pp Select Tasks, Time/Expense, then Time Tickets. Click on the Abc Open icon. Then, click on Reference 18 for Jeff Henderson. Click on The Time Tickets window appears.

©The McGraw-Hill Companies, Inc. 13 of 23 Time Tickets window; Weekly folder tab selected, p. 234 Click on the Weekly folder tab. Close the Weekly Time Tickets window.

©The McGraw-Hill Companies, Inc. 14 of 23 Sales Invoice, p. 235 Complete steps 1 – 3 on page 235. Complete steps 4 through 7 on p. 235.

©The McGraw-Hill Companies, Inc. 15 of 23 Apply Tickets/Reimbursable Expenses window, p. 236 After completing steps 4-7 on page 237, this window appears. Click on then close.

©The McGraw-Hill Companies, Inc. 16 of 23 Payroll, pp Complete steps 1 – 3 on p Complete step 4, p. 237.

Glossary: Chapter 8

©The McGraw-Hill Companies, Inc. 18 of 23 Time tickets, p. 230 Time tickets are used to record time-based activities such as research or consultations. They record the activities of either an employee or a vendor. The two methods of entering time ticket information are weekly or daily.

©The McGraw-Hill Companies, Inc. 19 of 23 Expense tickets, p. 230 Expense tickets are used to track and aid in the recovery of customer-related expenses. These expenses are not based on time. Expenses can be based on the various charges related to the service being offered. For example, if you were an accountant, you might charge your client for copying fees or faxing fees.

©The McGraw-Hill Companies, Inc. 20 of 23 Activity items, p. 232 A special inventory item class for time and billing. Activity items are used on time tickets.

©The McGraw-Hill Companies, Inc. 21 of 23 Charge items, p. 232 A special inventory item class for time and billing. Charge items are used on expense tickets.

©The McGraw-Hill Companies, Inc. 22 of 23 Internet Activity, p Go to the book’s web site at In the Student Center list, link to Internet Activities. 3 Link to WEB EXERCISES PART 1. 4 Scroll down the screen to SEARCH ENGINES – Chapter 7. Read steps 1 and 2. 5 Follow the steps shown on the book’s web site to complete this Internet activity. 6 Write a summary for each web site visited (maximum length, 75 words).

©The McGraw-Hill Companies, Inc. 23 of 23 Going to the Net, p. 239 Access the Peachtree’s Frequently Asked Questions web site. questions.cfm questions.cfm questions.cfm 1. What are the differences between the Peachtree 2004 products? Link to the Compare Products chart. 2. What features are available in Peachtree 2004 to get me started quickly?