2. Chapter 16: Customizing Forms Copyright ©2013 by The McGraw-Hill Companies, Inc. All rights reserved.

3. 2 of 11 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.

4. 3 of 11 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. Copyright ©2013 by The McGraw-Hill Companies, Inc. All rights reserved.

5. 4 of 11 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 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.

6. 5 of 11 Backed up and Saved Files in Chapter 16, p. 656 Backup (.ptb extension) Excel (.xlsx) and Adobe (.pdf) KilobytesPageNos. Exercise 16-2.ptb 3,685 KB 680 Exercise 16-2_Copy of Income Stmnt.pdf 9 KB 680 Copyright ©2013 by The McGraw-Hill Companies, Inc. All rights reserved

7. Customizing a Form, pp. 661-662 You 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. Copyright ©2013 by The McGraw-Hill Companies, Inc. All rights reserved. 6 of 11

8. Financial Statement Wizard, pp. 672-676 The financial statement wizard walks you through customizing financial statements. In this example, the Balance Sheet’s heading was changed. Copyright ©2013 by The McGraw-Hill Companies, Inc. All rights reserved. 7 of 11

9. Copyright ©2013 by The McGraw-Hill Companies, Inc. All rights reserved. 8 of 11 Going to the Net, p. 677 Access the Sage Newsroom at www.sagenorthamerica.com/Newsroom. 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.

10. Analysis Questions, p. 680 1. What is a Peachtree form? 2. What is a predefined or standard form? Copyright ©2013 by The McGraw-Hill Companies, Inc. All rights reserved. 9 of 11

11. Assessment Rubric, p. 681 ReportDateMenuIcon ID Customized Balance Sheet Copyright ©2013 by The McGraw-Hill Companies, Inc. All rights reserved. 10 of 11

12. Online Learning Center  Go online to www.mhhe.com/yacht2012 for additional resources. Link to Student Edition, select Chapter 16. www.mhhe.com/yacht2012 o Interactive Testing o Glossary of Terms o Feature Quiz o Narrated PowerPoints o Assessment Rubric o Going to the Net o QA Templates Copyright ©2013 by The McGraw-Hill Companies, Inc. All rights reserved.11 of 11