1. Chapter 15: Customizing Forms

2. Customizing Forms
Chapter 15 starts Part 4 of the book: Advanced Peachtree Complete 2007 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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3. Software Objectives, p. 585 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.
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4. Web Objectives, p. 585
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 Websites.
Use a word processing program to write summaries of the websites that you visited.
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5. Printing forms, pp
There are three types of documents that can be accessed from the Reports menu:
a. Reports
b. Financial Statements
c. Forms
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6. 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 586 and 587.
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7. 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, Restoring Starting Data for the Sample Companies, p. 700 for detailed steps.
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8. Chapter 15 topics Software objectives and web objectives, p. 585
Printing forms, pp
What is a form?, pp
Getting started, p. 587
a. Selecting a report, pp
b. The filter options, pp
c. The format options, pp
d. The align options, p. 593
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9. Chapter 15 topics (concluded)
Designing forms, pp
Editing a form design, pp
Financial Statement Wizard, pp
Internet activity, p. 606
Summary and review, p. 606
a. Going to the net, p. 607
b. Multiple-choice questions, pp
c. Exercise 15-1, p. 609
d. Exercise 15-2, p. 609
e. Chapter 15 index, p. 610
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10. Getting started, pp
Read the information at the bottom of page 587. Complete steps 1-3 on p. 588.
Complete steps 4 – 6 on pp
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11. Invoice window, p. 589
Type in the From column. Type in the To column. The Invoice window is shown below step 6, p. 589.
Read the information on pp. 589.
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12. The filter options, pp. 590-591 Read the information on p. 590.
Complete steps 1-3 on pp
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13. The format options, p
Complete steps 1, 2 and 3 on p The Invoice; Format window is shown below step 3, p. 591.
Read the information at the top of p. 592.
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14. Print Setup, p. 592
Click on the arrow next to the Default Printer. The Print Setup window appears.
Read p Select Cancel to return to the Invoice Format window.
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15. The align options, p. 593
At the Invoice window, click on <Align>.
Read p. 593, then complete steps 2 and 3.
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16. Designing forms, pp
Read page 594, then complete steps 1 – 4 on pages The OCR Multi-Purp PR Continuous window is shown below step 4, p. 595.
Click <Save>.
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17. Designing forms, p. 595
In the Form Name field, type Practice. The Save As window is shown below step 5, p. 595.
Click <Save>.
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18. Data Object Properties, p. 596-597
Complete steps 7-10 on page 596. The Data Object Properties window is shown on page 597, after step 10.
Complete steps 11 and 12 on pages 597.
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19. Edit Print Order window, p. 598
Complete steps 13 and 14 on page 598. The Edit Print Order window is shown below step 14 on p. 598.
Complete steps on p. 599.
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20. Editing a Form Design, pages 599-601
Complete steps 1, 2, and 3 on page 599.
Read the information on pages 599, 600, and 601.
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21. Financial Statement Wizard, p. 601-604
Complete steps 1, 2, and 3 on pp Compare the Introduction window to the one shown below step 3 on page 602.
Click <Next>.
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22. Financial Statement Wizard (continued), p. 602
After completing step 4 on p. 602, the Financial Statement window appears.
Click <Next>.
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23. Financial Statement Wizard (continued), pp. 603
After completing steps 5, 6 and 7 on p. 603, the Headers and Footers window appears.
Complete steps on p. 604.
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24. Financial Statement Wizard (concluded), p. 605
The balance sheet is shown on p. 605.
Complete steps 8, 9, 10, 11, 12 on pp
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25. Glossary of Terms Chapter 15
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26. Portrait orientation, p. 592
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.
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27. Landscape orientation, p. 592
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.
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28. Bitmap, p. 600
A bitmap refers to the dots (pixels or picture elements) on the display window.
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29. Data objects, p. 600
A data object is either taken directly from information you have typed or derived from such information.
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30. Text objects, p. 601
A text object is for letters or characters you type onto the form.
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31. Picture objects, p. 601
Picture objects are any bitmapped graphic image created or captured in a program that supports OLE (object linked and embedded) native format.
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32. Group objects, p. 601
Group objects are combined data objects arranged in columns. They are treated as a single object with a single order number.
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33. Command objects, p. 601
Command objects are used by Peachtree to tell the program what to do next when printing forms.
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34. Line and rectangle objects, p. 601
You can draw lines or rectangles on your forms. You can draw lines in color and with shading. Lines can also contain other objects.
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35. Internet Activity, p. 606 1
Go to the book’s website at 2
Link to Student Edition. 3
In the Course-wide Content list, link to Part 4 Internet Activities for Chapters Open or Save. Choose Chapter 15 to complete Quizzes, PowerPoints, and Going to the Net exercises. 4
Complete the ACADEMIC WEBSITES exercise. Read steps 1-6. 5
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.
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36. Going to the Net, p. 607
Access the Customer Success Stories about the Peachtree Accounting Product Line at
Select two recent product news articles.
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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