1. Chapter 16: Customizing Forms
Copyright ©2017 by McGraw-Hill Education. All rights reserved.
Copyright ©2016 McGraw-Hill Education. All rights reserved.

2. Customizing Forms
Chapter 16 starts Part 4 of the book: Advanced Sage 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 Sage 50. You can customize forms with Sage 50’s forms designer.
Copyright ©2017 by McGraw-Hill Education. All rights reserved.
Copyright ©2016 McGraw-Hill Education. All rights reserved.

3. What is a form?
A form in Sage 50 is a document that you exchange with customers, vendors, or employees. The forms that come with Sage 50 include checks, tax forms, invoices, statements, mailing labels, quotes, and collection letters.
Copyright ©2017 by McGraw-Hill Education. All rights reserved.
Copyright ©2016 McGraw-Hill Education. All rights reserved.

4. Sage 50 Tips
The file restored in Chapter 16 is Exercise 6-2.ptb. This file was backed up in Chapter 6, 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.
Copyright ©2017 by McGraw-Hill Education. All rights reserved.
Copyright ©2016 McGraw-Hill Education. All rights reserved.

5. Backed up and Saved Files in Chapter 16
Backup (.ptb extension)
Excel (.xlsx) and Adobe (.pdf)
Kilobytes
Page
Nos.
Exercise 16-2.ptb
3,661 KB
641
Exercise 16-2_Copy of Income Stmnt.pdf
8 KB
Exercise 16-2_Copy of Income Stmnt.xlsx
16 KB
Copyright ©2017 by McGraw-Hill Education. All rights reserved.

6. Customizing a Form
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 ©2017 by McGraw-Hill Education. All rights reserved.

7. Financial Statement Wizard
The financial statement wizard walks you through customizing financial statements. In this example, the Balance Sheet’s heading was changed.
Copyright ©2017 by McGraw-Hill Education. All rights reserved.

8. Online Learning Center
Go online to for additional resources. Link to Student Edition, select Chapter 16.
Interactive Testing
Glossary of Terms
Narrated PowerPoints
Assessment Rubric
Going to the Net
Videos
QA Templates
FAQs
Troubleshooting
Review of Accounting Principles
Copyright ©2017 by McGraw-Hill Education. All rights reserved.
Copyright ©2016 McGraw-Hill Education. All rights reserved.

9. Going to the Net Access Sage Our News.
Select two articles to read. Articles can be accessed from these links -- Press releases, Sage in the news, and Surveys and research
Write a brief summary (no more than 100 words for each article). Identify the name and date of the articles and the website addresses.
Copyright ©2017 by McGraw-Hill Education. All rights reserved.
Copyright ©2016 McGraw-Hill Education. All rights reserved.

10. Analysis Questions What is a Sage 50 form?
What is a predefined or standard form?
Copyright ©2017 by McGraw-Hill Education. All rights reserved.

11. Assessment Rubric Report Date Menu Icon ID Customized Balance Sheet
Copyright ©2017 by McGraw-Hill Education. All rights reserved.