chapter 16: customizing forms copyright © 2014 by the mcgraw-hill companies, inc. all rights...
TRANSCRIPT
Chapter 16: Chapter 16: Customizing FormsCustomizing Forms
Copyright © 2014 by The McGraw-Hill Companies, Inc. All rights reserved.McGraw-Hill/Irwin
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Customizing FormsCustomizing FormsChapter 16 starts Part 4 of the book: Chapter 16 starts Part 4 of the book: Advanced Sage 50 Complete Accounting Advanced Sage 50 Complete Accounting 2013 Applications.2013 Applications.
You have used many different kinds of You have used many different kinds of forms: invoices, statements, checks, etc. forms: invoices, statements, checks, etc. There may be times when you want to There may be times when you want to create your own form or customize one of create your own form or customize one of the formats that come with Sage 50. You the formats that come with Sage 50. You can customize forms with Sage 50’s forms can customize forms with Sage 50’s forms designer.designer.
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What is a form? pp. 613-615What is a form? pp. 613-615
A form in Sage 50 is a document that you A form in Sage 50 is a document that you exchange with customers, vendors, or exchange with customers, vendors, or employees. The forms that come with employees. The forms that come with Sage 50 include checks, tax forms, Sage 50 include checks, tax forms, invoices, statements, mailing labels, invoices, statements, mailing labels, quotes, and collection letters.quotes, and collection letters.
Read pages 613-615.Read pages 613-615.
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Sage 50 TipsSage 50 Tips
The file restored in Chapter 16 is Exercise 6-2.ptb. This file was The file restored in Chapter 16 is Exercise 6-2.ptb. This file was backed up in Chapter 6 on textbook page 202, and is used for backed up in Chapter 6 on textbook page 202, and is used for Chapter 16’s illustrations.Chapter 16’s illustrations.
You use the sample company, Bellwether Garden Supply, to complete You use the sample company, Bellwether Garden Supply, to complete Chapter 16. You can restore any backup from Chapters 1 – 7.Chapter 16. You can restore any backup from Chapters 1 – 7.
If you do not have a backup of Bellwether Garden Supply, install the 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. 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, Detailed steps for restoring the bgs.ptb file are on pages 23-25, Chapter 1.Chapter 1.
The Save As window on textbook page 621 shows the Filename The Save As window on textbook page 621 shows the Filename location for the practice form on Windows 7 computers—C:\Sage\location for the practice form on Windows 7 computers—C:\Sage\Peachtree\Company\Forms\ INV00000.FRM. If you are using Peachtree\Company\Forms\ INV00000.FRM. If you are using Windows Vista or XP, refer to File Management, textbook pages xviii-Windows Vista or XP, refer to File Management, textbook pages xviii-xx.xx.
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Backed up and Saved Files in Backed up and Saved Files in Chapter 16, page 612Chapter 16, page 612
Backup (.ptb extension)Backup (.ptb extension)
Excel (.xlsx) and Adobe (.pdf) Excel (.xlsx) and Adobe (.pdf)
KilobytesKilobytes
Page Page
Nos.Nos.
Exercise 16-2.ptbExercise 16-2.ptb 3,866 KB3,866 KB 635635
Exercise 16-2_Copy of Income Stmnt.pdfExercise 16-2_Copy of Income Stmnt.pdf 9 KB9 KB 635635
Exercise 16-2_Copy of Income Stmnt.xlsxExercise 16-2_Copy of Income Stmnt.xlsx 16 KB16 KB 635635
Customizing a Form, pp. 617-621Customizing a Form, pp. 617-621You have several options available for customizing forms. On the left side of the 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 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.forms from task windows; for example, Sales/Invoicing, Payments, Payroll Entry.
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Financial Statement Wizard, pp. 629-633Financial Statement Wizard, pp. 629-633The financial statement wizard walks you through customizing financial statements. In The financial statement wizard walks you through customizing financial statements. In this example, the Balance Sheet’s heading was changed.this example, the Balance Sheet’s heading was changed.
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Online Learning CenterOnline Learning Center Go online to Go online to http://www.mhhe.com/yacht2013 for additional resources. for additional resources.
Link to Link to Student EditionStudent Edition, select Chapter 16., select Chapter 16.
o Interactive TestingInteractive Testingo Glossary of TermsGlossary of Termso Feature QuizFeature Quizo Narrated PowerPointsNarrated PowerPointso Assessment RubricAssessment Rubrico Going to the NetGoing to the Neto QA TemplatesQA Templates
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Going to the NetGoing to the Net
Access the Sage in the News: Media Access the Sage in the News: Media Coverage at Coverage at http://na.sage.com/sage-na/newsroom/in-the-news..
1.1.Select two articles to read.Select two articles to read.
2.2.Write a brief summary (no more than 100 Write a brief summary (no more than 100 words for each article). Identify the name and words for each article). Identify the name and date of the articles and the website date of the articles and the website addresses.addresses.
Analysis QuestionsAnalysis Questions
1.1. What is a Sage 50 form?What is a Sage 50 form?
2.2. What is a predefined or standard form?What is a predefined or standard form?
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Assessment RubricAssessment Rubric
Report Date Menu Icon ID
Customized Balance Sheet
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