1. Chapter 15: Customizing Forms Copyright © 2010 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin

2. Customizing Forms Chapter 15 starts Part 4 of the book: Advanced Peachtree Complete 2009 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. 15-2

3. Software Objectives, p. 639 1. Define Peachtree forms. 2. Customize a form (invoice). 3. Print a practice forms. 4. Use design tools. 5. Use the Financial Statement Wizard. 15-3

4. Web Objectives, p. 639 Use your Internet browser to go to the book’s website at www.mhhe.com/yacht2009. www.mhhe.com/yacht2009 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. 15-4

5. Printing Forms, pp. 639-640 There are three types of documents that can be accessed from the Reports menu: a. Reports b. Financial Statements c. Forms 15-5

6. What is a form? pp. 640-641 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 640 and 641. 15-6

7. 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 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 28-31, Chapter 1. 15-7

8. Chapter 15 topics 1. Software objectives and web objectives, p. 639 2. Printing forms, pp. 639-640 3. What is a form?, pp. 640-641 4. Getting started, pp. 641-642 5. Customizing a form, pp. 643-647 6. Printing customized forms, pp. 648-649 7. Editing a form design, p. 650 15-8

9. Chapter 15 topics (concluded) 5. Design tools, p. 650 a. Object toolbar, pp. 651 a. Object toolbar, pp. 651 b. formatting toolbar, p. 651 b. formatting toolbar, p. 651 6. Financial statement design tools, pp. 652-655 7. Financial statement wizard, pp. 655-659 8. Internet activity, p. 659 9. Summary and review, p. 659 a. Going to the net, p. 660 b. Multiple-choice questions, pp. 660-662 c. Exercise 15-1, p. 663 d. Exercise 15-2, p. 663 e. Analysis question, page 663 f. Chapter 15 index, p. 664 f. Chapter 15 index, p. 664 15-9

10. Getting started, pp. 641-642 Complete steps 1 and 2 on page 641. Compare your balance sheet with the one shown on page 642. 15-10

11. Customizing a Form, p. 643 From the Navigation Bar, select. Link to View All Customer & Sales Reports. Select the Forms tab. In the Forms list, select Invoice. 15-11

12. Form Designer window, pp. 644-647 Click. The Form Design window for an Invoice appears. Read page 644. Complete steps 6– 13 pp. 645-646. 15-12

13. Save As window, p. 647 After completing step 13 on page 646, the Save As window appears. Click ; then. 15-13

14. Forms tab, p. 647 After completing step 14 on p. 647, Practice is shown on the Forms list. Select Practice. Click. 15-14

15. Printing Customized Forms, p. 648 Read step 1 on p. 648. Complete steps a. through e. The Preview and Print Invoices and Packing Slips window appears. 15-15

16. Previewing Customized Form, p. 649 After completing step 1, a.-e., on page 648, click. Bellwether’s customized invoice appears. (A partial invoice is shown.) Click to print Invoice No. 103. Read step 3 and 4 on page 649. Close the Select a Report or Form window. 15-16

17. Editing a Form Design, pp. 650-651 Complete steps 1-6 on page 650. Save the form. Use the same filename, Practice. 15-17

18. Design Tools, Object Toolbar, and Formatting Toolbar, p. 650  Read page 650. 15-18

19. Financial Statement Design Tools, pp. 652-655 Read page 652. Complete steps 1 and 2 on p. 652. The Cash Flow window appears. 15-19

20. Financial Statement Design Tools (continued), pp. 654-655 Read pages 654-655. 15-20

21. Financial Statement Wizard, p. 655-659 Complete steps 1, 2, and 3 on pp. 655. The Financial Statement Wizard – Introduction window appears. Click. 15-21

22. Financial Statement Wizard (continued), p. 656 After completing step 5 on p. 656, the Financial Statement Name window appears. Click. Complete steps 6 and 7 on p. 656 15-22

23. Financial Statement Wizard (continued), p. 657 After completing steps 6, 7 and 8 on p. 656, the Headers and Footers window appears. Complete steps 9 - 13 on p. 657. 15-23

24. Financial Statement Wizard (concluded), p. 658 Read page 658. After completing step 13, the Balance Sheet is shown. (A partial balance sheet follows.) 15-24

25. Internet Activity, p. 659 1 Go to the book’s website at www.mhhe.com/yacht2009. www.mhhe.com/yacht2009 2 Link to Student Edition. 3 In the Course-wide Content list, link to Part 4 Internet Activities for Chapters 15-18. 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. 15-25

26. Going to the Net, p. 660 Access press releases about the Peachtree Accounting Product Line at http://smallbusiness.sagesoftware.com/press/press_releases_peachtree.cfm. http://smallbusiness.sagesoftware.com/press/press_releases_peachtree.cfm 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. 15-26