Chapter 8: Chapter 8: Pavilion Design Group: Pavilion Design Group:

Time & BillingTime & Billing

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Pavilion Design GroupPavilion Design GroupWhen you installed Peachtree Complete When you installed Peachtree Complete Accounting 2004, Release 11, two sample Accounting 2004, Release 11, two sample companies were included with the software: companies were included with the software: Bellwether Garden Supply and Pavilion Design Bellwether Garden Supply and Pavilion Design Group. In Chapters 1-7, you worked with Group. In Chapters 1-7, you worked with Bellwether Garden Supply. In this chapter, you Bellwether Garden Supply. In this chapter, you will focus on how the second sample company, will focus on how the second sample company, Pavilion Design Group, uses PCA’s time and Pavilion Design Group, uses PCA’s time and billing feature.billing feature.

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Time & BillingTime & BillingTime & Billing gives you a way to track expenses Time & Billing gives you a way to track expenses and time when working with your customers. For and time when working with your customers. For example, there are daily services that you example, there are daily services that you perform for your customers like making copies, perform for your customers like making copies, designing a proposal, and out-of-pocket designing a proposal, and out-of-pocket expenses. These expenses can be tracked and expenses. These expenses can be tracked and documented using PCA’s time and billing feature. documented using PCA’s time and billing feature. The purpose of PCA’s time and billing feature is The purpose of PCA’s time and billing feature is to give you the tools to record customer-related to give you the tools to record customer-related work or expenses.work or expenses.

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Software Objectives, p. 229Software Objectives, p. 229

Start the sample company, Pavilion Design Start the sample company, Pavilion Design Group.Group.Explore Peachtree’s time and billing Explore Peachtree’s time and billing featurefeatureMake one backup: one blank, formatted Make one backup: one blank, formatted disk for Chapter 8. disk for Chapter 8.

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Web Objectives, p. 229Web Objectives, p. 229

Use your Internet browser to go to the book’s Use your Internet browser to go to the book’s web site at web site at www.mhhe.com/yacht2004www.mhhe.com/yacht2004

Complete the Internet activity for Search Complete the Internet activity for Search Engines.Engines.Complete the steps shown for this activity.Complete the steps shown for this activity.

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Peachtree TipsPeachtree Tips

You use the other sample company, Pavilion You use the other sample company, Pavilion Design Group, to complete Chapter 8.Design Group, to complete Chapter 8.

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Backing Up Chapter 8Backing Up Chapter 8

DiskDisk Backup Name Backup Name

KBKB Page Nos.Page Nos.

14 of 1414 of 14 A:\Chapter 8A:\Chapter 8 566 KB566 KB 237-238237-238

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Chapter 8 TopicsChapter 8 Topics1.1. Software & web objectives, p. 229Software & web objectives, p. 2292.2. Pavilion Design Group, p. 229Pavilion Design Group, p. 2293.3. Time & Billing, p. 229Time & Billing, p. 229

a.a. Time tickets, p. 230Time tickets, p. 230b.b. Expense tickets, pp. 230-231Expense tickets, pp. 230-231

3.3. Getting started, p. 231Getting started, p. 2314.4. Using Time & Billing, p. 232Using Time & Billing, p. 232

a.a. Inventory item maintenance, pp. 232-233Inventory item maintenance, pp. 232-233b.b. Time ticket, pp. 233-234Time ticket, pp. 233-234c.c. Sales invoice, pp. 235-236Sales invoice, pp. 235-236d.d. Payroll, pp. 236-237Payroll, pp. 236-237

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Chapter 8 Topics (concluded)Chapter 8 Topics (concluded)

5.5. Backing up Chapter 8 data, pp. 237-238Backing up Chapter 8 data, pp. 237-2386.6. Internet Activity, p. 238Internet Activity, p. 2387.7. Summary and Review, pp. 228-239Summary and Review, pp. 228-239

a.a. Going to the net, p. 239Going to the net, p. 239b.b. Multiple choice questions, pp. 239-Multiple choice questions, pp. 239-241241c.c. Exercise 8-1, pp. 241-242Exercise 8-1, pp. 241-242d.d. Exercise 8-2, p. 242Exercise 8-2, p. 242e.e. Chapter 8 index, p. 243 Chapter 8 index, p. 243

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Select Pavilion Design Group, p. 231Select Pavilion Design Group, p. 231Start Windows and Peachtree in the usual way. From the startup Start Windows and Peachtree in the usual way. From the startup screen, click on Escreen, click on Exxplore a sample company. Select Pavilion plore a sample company. Select Pavilion Design Group.Design Group.

Click on <OK>. Close Peachtree Today.Click on <OK>. Close Peachtree Today.

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Inventory Item Maintenance, p. 226Inventory Item Maintenance, p. 226

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Time Ticket, pp. 233-234Time Ticket, pp. 233-234Select TasSelect Taskks, Time/Expense, then Time Tickets. Click on the s, Time/Expense, then Time Tickets. Click on the Abc Open icon. Then, click on Reference 18 for Jeff Abc Open icon. Then, click on Reference 18 for Jeff Henderson.Henderson.

Click on <Click on <OOK.> The Time Tickets window appears. K.> The Time Tickets window appears.

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Time Tickets window; Weekly folder Time Tickets window; Weekly folder tab selected, p. 234tab selected, p. 234

Click on the WeekClick on the Weeklly folder tab.y folder tab.

Close the Weekly Time Tickets window.Close the Weekly Time Tickets window.

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Sales Invoice, p. 235Sales Invoice, p. 235Complete steps 1 – 3 on page 235.Complete steps 1 – 3 on page 235.

Complete steps 4 through 7 on p. 235.Complete steps 4 through 7 on p. 235.

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Apply Tickets/Reimbursable Apply Tickets/Reimbursable Expenses window, p. 236Expenses window, p. 236

After completing steps 4-7 on page 237, this window After completing steps 4-7 on page 237, this window appears.appears.

Click on <Click on <OOK> then close.K> then close.

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Payroll, pp. 236-237Payroll, pp. 236-237Complete steps 1 – 3 on p. 237.Complete steps 1 – 3 on p. 237.

Complete step 4, p. 237.Complete step 4, p. 237.

Glossary:Glossary:Chapter 8Chapter 8

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Time tickets, p. 230Time tickets, p. 230

Time tickets are used to record time-based Time tickets are used to record time-based activities such as research or activities such as research or consultations. They record the activities of consultations. They record the activities of either an employee or a vendor. The two either an employee or a vendor. The two methods of entering time ticket information methods of entering time ticket information are weekly or daily.are weekly or daily.

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Expense tickets, p. 230Expense tickets, p. 230Expense tickets are used to track and aid in the Expense tickets are used to track and aid in the recovery of customer-related expenses. These recovery of customer-related expenses. These expenses are expenses are notnot based on time. Expenses can based on time. Expenses can be based on the various charges related to the be based on the various charges related to the service being offered. For example, if you were service being offered. For example, if you were an accountant, you might charge your client for an accountant, you might charge your client for copying fees or faxing fees.copying fees or faxing fees.

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Activity items, p. 232Activity items, p. 232

A special inventory item class for time and A special inventory item class for time and billing. Activity items are used on time billing. Activity items are used on time tickets.tickets.

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Charge items, p. 232Charge items, p. 232

A special inventory item class for time and A special inventory item class for time and billing. Charge items are used on expense billing. Charge items are used on expense tickets.tickets.

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Internet Activity, p. 238Internet Activity, p. 23811 Go to the book’s web site at Go to the book’s web site at www.mhhe.com/yacht2004www.mhhe.com/yacht2004

22 In the Student Center list, link to Internet Activities.In the Student Center list, link to Internet Activities.

33 Link to WEB EXERCISES PART 1.Link to WEB EXERCISES PART 1.

44 Scroll down the screen to SEARCH ENGINES – Chapter 7. Scroll down the screen to SEARCH ENGINES – Chapter 7. Read steps 1 and 2.Read steps 1 and 2.

55 Follow the steps shown on the book’s web site to complete Follow the steps shown on the book’s web site to complete this Internet activity.this Internet activity.

66 Write a summary for each web site visited (maximum length, Write a summary for each web site visited (maximum length, 75 words). 75 words).

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Going to the Net, p. 239Going to the Net, p. 239Access the Peachtree’s Frequently Asked Access the Peachtree’s Frequently Asked Questions web site.Questions web site. www.peachtree.com/peachtreeaccountingline/complete/frequently_asked_www.peachtree.com/peachtreeaccountingline/complete/frequently_asked_questions.cfmquestions.cfm

1.1. What are the differences between the What are the differences between the Peachtree 2004 products? Link to the Compare Peachtree 2004 products? Link to the Compare Products chart.Products chart.

2.2. What features are available in Peachtree 2004 What features are available in Peachtree 2004 to get me started quickly?to get me started quickly?