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Integrated Business Projects

Project 10

Managing Business Travel Documents

Part 2 Accounting

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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

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3

Project Jobs

• Job 10-1: Create Travel Request Form• Job 10-2: Process Travel Requests• Job 10-3: Reconcile Travel Request For

ms• Job 10-4: Prepare Template for Expens

e Reconciliation Memo

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4

Project 10-1: Create Travel Request Form

• Creating a worksheet and document with controls

• Adding a check box, combo box, list box, and text box

Jobs List

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5

Macro-Enabled Workbook

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 tab

and select Save As.

• From the Save as type box, select Excel Macro-Enabled Workbook.

Jobs List

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6

Preserve Links

To preserve links between files, it is suggested that you keep linked files in the same folder.

Jobs List

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7

Display Developer Tab

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.

Jobs List

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8

Insert Controls

Developer/Controls/Insert

2. Controls group3. Insert button

1. Developer tab

Jobs List

Continued

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9

Insert Controls(continued)

Click a control

Draw with precision pointer

Jobs List

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10

Link Select Pointer

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.

Jobs List

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11

Show Gridlines

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.

Jobs List

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12

Job 10-2: Process Travel Requests

• Completing travel request forms from draft input

• Making decisions related to business travel

• Using the on-screen calculator

Jobs List

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13

Calculator

• Click the Start button and point to All Programs.

• Click Accessories.• Click Calculator.

Jobs List

Continued

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14

Calculator (continued)

Click Accessories Click Calculator

The calculator will be displayed

Jobs List

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15

Job 10-3: Reconcile Travel Request Forms

• Applying conditional formatting to a form

Jobs List

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16

Job 10-4: Prepare Template for Expense Reconciliation Memo

• 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

Jobs List

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17

Populate List Box

Developer/Controls/Properties1. Developer tab

2. Controls group

3. Properties button

Jobs List

Continued

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18

Populate List Box(continued)

Range

List box

Properties

ListFillRange

Jobs List

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19

Change Control Label

Developer/Controls• Click Design Mode.• Select the label on the control.• Enter the new name.• Deselect Design Mode.

Jobs List

END SHOW