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Integrated Business Projects

Integrated Business Projects

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Integrated Business Projects

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  1. Integrated Business Projects Part 2 Accounting Project 10 Managing Business Travel Documents

  2. 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

  3. 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

  4. 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

  5. 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.

  6. Preserve Links Jobs List To preserve links between files, it is suggested that you keep linked files in the same folder.

  7. 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.

  8. Insert Controls Jobs List Developer/Controls/Insert 1. Developer tab 2. Controls group 3. Insert button Continued

  9. Insert Controls(continued) Jobs List Click a control Draw with precision pointer

  10. 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.

  11. 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.

  12. 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

  13. Calculator Jobs List • Click the Start button and point to All Programs. • Click Accessories. • Click Calculator. Continued

  14. Calculator (continued) Jobs List Click Accessories Click Calculator The calculator will be displayed

  15. Job 10-3: Reconcile Travel Request Forms Jobs List • Applying conditional formatting to a form

  16. 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

  17. Populate List Box Jobs List Developer/Controls/Properties 1. Developer tab 2. Controls group 3. Properties button Continued

  18. Populate List Box(continued) Jobs List Range List box Properties ListFillRange

  19. 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.