Integrated Business Projects Part 2 Accounting Project 10 Managing Business Travel Documents
Project 10 Objectives • Create a travel request and expense form • Use controls • Save a macro-enabled workbook and document • Create a memo template and integrate worksheet data
Project Jobs • Job 10-1: Create Travel Request Form • Job 10-2: Process Travel Requests • Job 10-3: Reconcile Travel Request Forms • Job 10-4: Prepare Template for Expense Reconciliation Memo
Project 10-1: Create Travel Request Form Jobs List • Creating a worksheet and document with controls • Adding a check box, combo box, list box, and text box
Macro-Enabled Workbook Jobs List Excel 2007 • Click the Office Button and click Save As. • From the Save as type box, select Excel Macro-Enabled Workbook. Excel 2010 • Click the File taband select Save As. • From the Save as type box, select Excel Macro-Enabled Workbook.
Preserve Links Jobs List To preserve links between files, it is suggested that you keep linked files in the same folder.
Display Developer Tab Jobs List Excel 2007 • Click the Office Button and click Excel Options. • Click Popular in the Excel Options dialog box. • Click Show Developer tab in the Ribbon. • Click OK. Excel 2010 • Click the File tab and click Options. • Click Customize Ribbon in the Excel Options dialog box. • In the Main Tabs box, click Developer. • Click OK.
Insert Controls Jobs List Developer/Controls/Insert 1. Developer tab 2. Controls group 3. Insert button Continued
Insert Controls(continued) Jobs List Click a control Draw with precision pointer
Link Select Pointer Jobs List If a form control inserted on a worksheet is working properly, a link select pointer ( ) will be visible when you move over the control. Click the control to activate it.
Show Gridlines Jobs List Excel 2007 • Click the View tab. • In the Show/Hide group,click Gridlines. Excel 2010 • Click the View tab. • In the Show group,click Gridlines.
Job 10-2: Process Travel Requests Jobs List • Completing travel request forms from draft input • Making decisions related to business travel • Using the on-screen calculator
Calculator Jobs List • Click the Start button and point to All Programs. • Click Accessories. • Click Calculator. Continued
Calculator (continued) Jobs List Click Accessories Click Calculator The calculator will be displayed
Job 10-3: Reconcile Travel Request Forms Jobs List • Applying conditional formatting to a form
Job 10-4: Prepare Template for Expense Reconciliation Memo Jobs List • Preparing a memo with content controls • Adding a list box, date picker, and Rich Text controls • Changing properties so that the control is removed when the required action is initiated • Using Paste Special to paste a worksheet as a bitmap image in a Word document • Saving a memo as a template
Populate List Box Jobs List Developer/Controls/Properties 1. Developer tab 2. Controls group 3. Properties button Continued
Populate List Box(continued) Jobs List Range List box Properties ListFillRange
Change Control Label Jobs List END SHOW Developer/Controls • Click Design Mode. • Select the label on the control. • Enter the new name. • Deselect Design Mode.