Troy University Chapter 1 Livingood Income Tax and Accounting Accounts Receivable Excel Project

Description

INSTRUCTIONS:

Skills Covered in This Project
Create and save a workbook.
Enter labels, dates, and values.
Use the Fill Handle to build series.
Use SUM.
Change font size and attributes.
Adjust column width and row height.
Choose a theme and cell styles.
Choose page layout options.
Rename and apply color to sheet tabs.

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Open the EX2019-IndependentProject-1-6 start file. If the workbook opens in Protected View, click the Enable Editing button so you can modify it. The file will be renamed automatically to include your name. Change the project file name if directed to do so by your instructor, and save it.

NOTE: If group titles are not visible on your Ribbon in Excel for Mac, click the Excel menu and select Preferences to open the Excel Preferences dialog box. Click the View button and check the Group Titles check box under In Ribbon, Show. Close the Excel Preferences dialog box.

Apply the Organic theme for the workbook.
Type Livingood Income Tax and Accounting in cell A1 and press Enter.
Type Accounts Receivable in cell A2 and press Enter.
Type the labels in row 4 as shown here in Figure 1-104:

The table displays the data to be entered in row 4.
A B C D E F
Date Invoice Client ID Amount Payment Date Payment Type
Figure 1-104 Data to be entered
AutoFit columns E:F to display each label in row 4.
Type 8/18/19 in cell A5 to enter the date. In cell A6, type 8/20/19 to set a pattern for the dates.
Select cells A5:A6 and use the Fill Handle to fill in dates to cell A15.
Select cell B5 and type 1001 for the first invoice number. In cell B6, type 1002 to set a pattern for the invoice numbers.
Select cells B5:B6 and use the Fill Handle to fill in invoice numbers to reach cell B15.
Type LITA001 in cell C5 as the first client ID. In cell C6, type LITA002 to set a pattern.
Use the Fill Handle to complete the client ID numbers.
Type 425 in cell D5. In cell D6, type 450 to set the pattern and fill in the amounts.
Type 8/28/19 in cell E5 to enter the date. In cell E6, type 8/29/19 to set a pattern for the dates. Fill the rest of the cells to E15. (Figure 1-105).

The table displays the data to be entered in rows 5 through 15.
A B C D E F
Livingood Income Tax and Accounting
Accounts Receivable

Date Invoice Client ID Amount Payment Date Payment Type
8/18/2019 1001 LITA001 425 8/28/2019 Check
8/20/2019 1002 LITA002 450 8/29/2019 EFT
8/22/2019 1003 LITA003 475 8/30/2019 Credit card
8/24/2019 1004 LITA004 500 8/31/2019 Check
8/26/2019 1005 LITA005 525 9/1/2019 EFT
8/28/2019 1006 LITA006 550 9/2/2019 Credit card
8/30/2019 1007 LITA007 575 9/3/2019 Check
9/1/2019 1008 LITA008 600 9/4/2019 EFT
9/3/2019 1009 LITA009 625 9/5/2019 Credit card
9/5/2019 1010 LITA010 650 9/6/2019 Check
9/7/2019 1011 LITA011 675 9/7/2019 EFT
Figure 1-105 All columns filled
Type Check in cell F5. Type EFT in cell F6. Type Credit card in cell F7. Fill the rest of the cells to F15.
Format data.
Select cells C5:C15, increase the indent one time, and AutoFit the column. Do the same for the payment type data.
Format the values in column D as Accounting Number Format.
Select cells A1:F2. Click the Format button [Home tab, Cells group] and select Format Cells… Select the Alignment tab. Click the Horizontal alignment arrow, choose Center Across Selection, and click OK. Change the font size to 18.
Select the labels in row 4 and apply bold and center alignment.
AutoFit columns that do not show all the data.
Apply All Borders to cells A4:F15. Apply an Outside Border for cells A1:F2.
Apply the Green, Accent 1, Lighter 60% fill color (fifth column) to cells A1:F2 and A4:F4.
Apply the Green, Accent 1, Lighter 60% fill color (fifth column) to cells A6:F6.
Use the Cmd key to select the data in rows 8, 10, 12, and 14 and apply the same fill color.
Rename Sheet1 as AR and set the tab color to Green, Accent 1 (fifth column).
Define page layout and add document properties.
Center the worksheet horizontally on the page.
Create a header with the sheet name in the left section and your name in the right section.
Delete an existing author name and key your first and last name as Author in the Properties dialog box.
Type Receivables in the Title box (Figure 1-106).
Figure 1-106 Properties entered in dialog box
Preview your worksheet.
Save and close the workbook (Figure 1-107).

Tags: Managerial accounting livingood income tax Accounting Accounts Receivable
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