Applied Sciences


!_ Livingood Income Tax and Accounting 2 Accounts Receivable


E f’ I


4 Date


Invoice Client [D Amount Payment Date Payment Type

1-104 Data to be entered

B C D !_ ~ oocl 1noome Tax :md Accounting 2 Ac.collllts Rccc:i,.,glilt,

3 ‘I Date Invoice Client ID Amount 5 8/ ! S/ ‘lfJ17 1001 LIT AOOt 425 6 S/20/2017 1002. LITA002 450 7 8/22/ 2017 1003 LlTA003 475

8 8/2’1/’lfJ17 100 LITA.00’1 500 ~ 8/26/2017 1005 LITA005 525

10 ~ s / ‘lfJ17 1006 LIT A.006 550 – 11 8/30/2017 1007 LITA007 575

12 9/t/’lfJ17 1008 LIT AOOS 600 13 9/3/2017 1009 LITA009 625 14 9/ 5/ 2017 1010 LlTAOto 65D

15 9/7/’lfJ17 1011 LIT AOl 1 675


– – Payment Date Payment Type

8/ 28/ 2017 Check

8/ ’19/201 EFT 8/ 30/2017 Credit card

8/31 /2.017 Check

9/ t /2017 EFT

9 /2/2.Qt 7 Credit 9/ 3/2017 Chw::

9/4/ 2017 EFT

9/5/201 Credit card 9/6/2017 Chw::

9/7/2.017 EFT

1-105 All columns filled

USING MICROSOFT EXCEL 2016 Independent Project 1-6

Independent Project 1 -6 As accounts receivable clerk for Livingood Income Tax & Accounting, you track daily payments from clients in an Excel worksheet. After entering the data, you format the worksheet and prepare it for distribution to coworkers.

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

Step 1: Download start file

1. Open the EX2016-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.

2. Apply the Organic theme for the workbook.

3. In cell A1, type Livingood Income Tax and Accounting and press Enter.

4. In cell A2, type Accounts Receivable and press Enter.

5. In row 4, type the labels as shown here in Figure 1-104:

6. AutoFit or widen the columns to display each label in row 4 in its cell.

7. In cell A5, type 8/18/17 to enter the date. In cell A6, type 8/20/17 to set a pattern for the dates.

8. Select cells A5:A6 and use the Fill Handle to fill in dates to cell A15.

9. In cell B5, type 1001 for the first invoice number. In cell B6, type 1002 to set a pattern for the invoice numbers.

10. Select cells B5:B6 and use the Fill Handle to fill in invoice numbers to reach cell B15.

11. In cell C5, type LITA001 as the first client ID. In cell C6, type LITA002 to set a pattern.

12. Use the Fill Handle to complete the client ID numbers.

13. Type 425 in cell D5. In cell D6, type 450 to set the pattern and fill in the amounts.

14. Type the first two payment dates in column E and fill the cells (Figure 1-105).

15. Type the first three payment types in cells F5:F7 and then use the Fill Handle to complete the cells in column F.

Excel 2016 Chapter 1 Creating and Editing Workbooks Last Updated: 11/28/17 Page 1

Exc el 1- 5 Properties ? X

~ Sunm.ary I Stat:isfics I Contenta I Custom I

ntle: I Receivables I Subject: I I Author: I Sb.Jdent Name I Manager: I I Company: I I

Category : I I Keywords: I I Comments : I

I Hyperlink I I base: Template:

D Save Tlumbnails for All Excel Documents

I OK I I Cancel I

1-106 Properties entered In dialog box

Livingood Income Tax u,d Acco=ting Accounts R,,c,.;.vabl~

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‘:. }!JJt!.i •= IlT..ICG S««<> ~f l,J :J.01:i :El’I “;l/l/ lG1 l al? IlT..lllCP S iili.CO ~J.Si lOL1 u:aon “Jf!,Jlf:!.i ,o,o IlT.00:0 s •]«<> ‘N&i lOUT a.a.;. ~/ii ‘lft.i !iC!H llT~U s.s., i.C~ ~f7i l0ti :El’I

1-107 Excel 1-6 completed

USING MICROSOFT EXCEL 2016 Independent Project 1-6

Step 2 Upload & Save

Step 3 Grade my Project

16. Format data. a. Select cells C5:C15, increase the indent one time,

and AutoFit the column. Do the same for the payment type data.

b. Format the values in column D as Accounting Number Format.

c. Select cells A1:F2 and click the Alignment launcher [Home tab]. Click the Horizontal arrow, choose Center Across Selection, and click OK. Change the font size to 18.

d. Select the labels in row 4 and apply bold format center alignment.

e. AutoFit columns that do not show all the data. f. Apply All Borders to cells A4:F15. Apply an Outside

Border for cells A1:F2. g. Apply the Green, Accent 1, Lighter 60% fill color to

cells A1:F2 and A4:F4.

Note: If you do not see this fill color under Theme Colors, verify that you have completed instruction 2.

h. Apply the Green, Accent 1, Lighter 60% fill color to cells A6:F6.

i. Use the Ctrl key to select the data in rows 8, 10, 12, and 14 and apply the same fill color.

17. Rename Sheet1 as AR and set the tab color to Green, Accent 1.

18. Define page layout and add document properties. a. Center the worksheet horizontally

on the page. b. Create a header with the sheet

name in the left section and your name in the right section.

c. Delete an existing author name and key your first and last name as Author in the Properties dialog box.

d. Type Receivables in the Title box (Figure 1-106).

e. Preview your worksheet.

19. Save and close the workbook (Figure 1-107).

20. Upload and save your project file.

21. Submit project for grading.

Excel 2016 Chapter 1 Creating and Editing Workbooks Last Updated: 11/28/17 Page 2

Independent Project 1 -6
Skills Covered in This Project

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