Download or read book Word for Microsoft 365 for Lawyers Training Manual Classroom in a Book written by TeachUcomp and published by TeachUcomp Inc.. This book was released on 2024-03-26 with total page 395 pages. Available in PDF, EPUB and Kindle. Book excerpt: Complete classroom training manuals for Word for Microsoft 365 for Lawyers. 395 pages and 223 individual topics. Includes practice exercises and keyboard shortcuts. You will learn how to perform legal reviews, create citations and authorities and use legal templates. In addition, you’ll receive our complete Word curriculum. Topics Covered: Getting Acquainted with Word 1. About Word 2. The Word Environment 3. The Title Bar 4. The Ribbon 5. The “File” Tab and Backstage View 6. The Quick Access Toolbar 7. Touch Mode 8. The Ruler 9. The Scroll Bars 10. The Document View Buttons 11. The Zoom Slider 12. The Status Bar 13. The Mini Toolbar 14. Keyboard Shortcuts Creating Basic Documents 1. Opening Documents 2. Closing Documents 3. Creating New Documents 4. Saving Documents 5. Recovering Unsaved Documents 6. Entering Text 7. Moving through Text 8. Selecting Text 9. Non-Printing Characters 10. Working with Word File Formats 11. AutoSave Online Documents Document Views 1. Changing Document Views 2. Showing and Hiding the Ruler 3. Showing and Hiding Gridlines 4. Showing and Hiding the Navigation Pane 5. Zooming the Document 6. Opening a Copy of a Document in a New Window 7. Arranging Open Document Windows 8. Split Window 9. Comparing Open Documents 10. Switching Open Documents 11. Switching to Full Screen Mode Basic Editing Skills 1. Deleting Text 2. Cutting, Copying, and Pasting 3. Undoing and Redoing Actions 4. Finding and Replacing Text 5. Selecting Text and Objects Basic Proofing Tools 1. The Spelling and Grammar Tool 2. Setting Default Proofing Options 3. Using the Thesaurus 4. Finding the Word Count 5. Translating Documents 6. Read Aloud in Word Font Formatting 1. Formatting Fonts 2. The Font Dialog Box 3. The Format Painter 4. Applying Styles to Text 5. Removing Styles from Text Formatting Paragraphs 1. Aligning Paragraphs 2. Indenting Paragraphs 3. Line Spacing and Paragraph Spacing Document Layout 1. About Documents and Sections 2. Setting Page and Section Breaks 3. Creating Columns in a Document 4. Creating Column Breaks 5. Using Headers and Footers 6. The Page Setup Dialog Box 7. Setting Margins 8. Paper Settings 9. Layout Settings 10. Adding Line Numbers 11. Hyphenation Settings Using Templates 1. Using Templates 2. Creating Personal Templates Printing Documents 1. Previewing and Printing Documents Helping Yourself 1. Microsoft Search in Word 2. Using Word Help 3. Smart Lookup Working with Tabs 1. Using Tab Stops 2. Using the Tabs Dialog Box Pictures and Media 1. Inserting Online Pictures and Stock Images 2. Inserting Your Own Pictures 3. Using Picture Tools 4. Using the Format Picture Task Pane 5. Fill & Line Settings 6. Effects Settings 7. Alt Text 8. Picture Settings 9. Inserting Screenshots 10. Inserting Screen Clippings 11. Inserting Online Video 12. Inserting Icons 13. Inserting 3D Models 14. Formatting 3D Models Drawing Objects 1. Inserting Shapes 2. Inserting WordArt 3. Inserting Text Boxes 4. Formatting Shapes 5. The Format Shape Task Pane 6. Inserting SmartArt 7. Design and Format SmartArt 8. Inserting Charts Using Building Blocks 1. Creating Building Blocks 2. Using Building Blocks Styles 1. About Styles 2. Applying Styles 3. Showing Headings in the Navigation Pane 4. The Styles Task Pane 5. Clearing Styles from Text 6. Creating a New Style 7. Modifying an Existing Style 8. Selecting All Instances of a Style in a Document 9. Renaming Styles 10. Deleting Custom Styles 11. Using the Style Inspector Pane 12. Using the Reveal Formatting Pane Themes and Style Sets 1. Applying a Theme 2. Applying a Style Set 3. Applying and Customizing Theme Colors 4. Applying and Customizing Theme Fonts 5. Selecting Theme Effects Page Backgrounds 1. Applying Watermarks 2. Creating Custom Watermarks 3. Removing Watermarks 4. Selecting a Page Background Color or Fill Effect 5. Applying Page Borders Bullets and Numbering 1. Applying Bullets and Numbering 2. Formatting Bullets and Numbering 3. Applying a Multilevel List 4. Modifying a Multilevel List Style Tables 1. Using Tables 2. Creating Tables 3. Selecting Table Objects 4. Inserting and Deleting Columns and Rows 5. Deleting Cells and Tables 6. Merging and Splitting Cells 7. Adjusting Cell Size 8. Aligning Text in Table Cells 9. Converting a Table into Text 10. Sorting Tables 11. Formatting Tables 12. Inserting Quick Tables Table Formulas 1. Inserting Table Formulas 2. Recalculating Word Formulas 3. Viewing Formulas vs. Formula Results 4. Inserting a Microsoft Excel Worksheet Inserting Page Elements 1. Inserting Drop Caps 2. Inserting Equations 3. Inserting Ink Equations 4. Inserting Symbols 5. Inserting Bookmarks 6. Inserting Hyperlinks Outlines 1. Using Outline View 2. Promoting and Demoting Outline Text 3. Moving Selected Outline Text 4. Collapsing and Expanding Outline Text Mailings 1. Mail Merge 2. The Step by Step Mail Merge Wizard 3. Creating a Data Source 4. Selecting Recipients 5. Inserting and Deleting Merge Fields 6. Error Checking 7. Detaching the Data Source 8. Finishing a Mail Merge 9. Mail Merge Rules 10. The Ask Mail Merge Rule 11. The Fill-in Mail Merge Rule 12. The If…Then…Else Mail Merge Rule 13. The Merge Record # Mail Merge Rule 14. The Merge Sequence # Mail Merge Rule 15. The Next Record Mail Merge Rule 16. The Next Record If Mail Merge Rule 17. The Set Bookmark Mail Merge Rule 18. The Skip Record If Mail Merge Rule 19. Deleting Mail Merge Rules in Word Sharing Documents 1. Sharing Documents in Word Using Co-authoring 2. Inserting Comments 3. Sharing by Email 4. Posting to a Blog 5. Saving as a PDF or XPS File 6. Saving as a Different File Type Creating a Table of Contents 1. Creating a Table of Contents 2. Customizing a Table of Contents 3. Updating a Table of Contents 4. Deleting a Table of Contents Creating an Index 1. Creating an Index 2. Customizing an Index 3. Updating an Index Citations and Bibliography 1. Select a Citation Style 2. Insert a Citation 3. Insert a Citation Placeholder 4. Inserting Citations Using the Researcher Pane 5. Managing Sources 6. Editing Sources 7. Creating a Bibliography Captions 1. Inserting Captions 2. Inserting a Table of Figures 3. Inserting a Cross-Reference 4. Updating a Table of Figures Creating Forms 1. Displaying the Developer Tab 2. Creating a Form 3. Inserting Controls 4. Repeating Section Content Control 5. Adding Instructional Text 6. Protecting a Form Making Macros 1. Recording Macros 2. Running and Deleting Recorded Macros 3. Assigning Macros Word Options 1. Setting Word Options 2. Setting Document Properties 3. Checking Accessibility Document Security 1. Applying Password Protection to a Document 2. Removing Password Protection from a Document 3. Restrict Editing within a Document 4. Removing Editing Restrictions from a Document Legal Reviewing 1. Using the Compare Feature 2. Using the Combine Feature 3. Tracking Changes 4. Lock Tracking 5. Show Markup Options 6. Using the Document Inspector Citations and Authorities 1. Marking Citations 2. Creating a Table of Authorities 3. Updating a Table of Authorities 4. Inserting Footnotes and Endnotes Legal Documents and Printing 1. Printing on Legal Paper 2. Using Legal Templates in Word 3. WordPerfect to Word Migration Issues
Download or read book Microsoft Word 2019 for Lawyers Training Manual Classroom in a Book written by TeachUcomp and published by TeachUcomp Inc.. This book was released on 2020-10-27 with total page 396 pages. Available in PDF, EPUB and Kindle. Book excerpt: Complete classroom training manuals for Microsoft Word 2019 for Lawyers. 396 pages and 223 individual topics. Includes practice exercises and keyboard shortcuts. You will learn how to perform legal reviews, create citations and authorities and use legal templates. In addition, you’ll receive our complete Word curriculum. Topics Covered: Getting Acquainted with Word 1. About Word 2. The Word Environment 3. The Title Bar 4. The Ribbon 5. The “File” Tab and Backstage View 6. The Quick Access Toolbar 7. Touch Mode 8. The Ruler 9. The Scroll Bars 10. The Document View Buttons 11. The Zoom Slider 12. The Status Bar 13. The Mini Toolbar 14. Keyboard Shortcuts Creating Basic Documents 1. Opening Documents 2. Closing Documents 3. Creating New Documents 4. Saving Documents 5. Recovering Unsaved Documents 6. Entering Text 7. Moving through Text 8. Selecting Text 9. Non-Printing Characters 10. Working with Word File Formats 11. AutoSave Online Documents Document Views 1. Changing Document Views 2. Showing and Hiding the Ruler 3. Showing and Hiding Gridlines 4. Showing and Hiding the Navigation Pane 5. Zooming the Document 6. Opening a Copy of a Document in a New Window 7. Arranging Open Document Windows 8. Split Window 9. Comparing Open Documents 10. Switching Open Documents 11. Switching to Full Screen View Basic Editing Skills 1. Deleting Text 2. Cutting, Copying, and Pasting 3. Undoing and Redoing Actions 4. Finding and Replacing Text 5. Selecting Text and Objects Basic Proofing Tools 1. The Spelling and Grammar Tool 2. Setting Default Proofing Options 3. Using the Thesaurus 4. Finding the Word Count 5. Translating Documents 6. Read Aloud in Word Font Formatting 1. Formatting Fonts 2. The Font Dialog Box 3. The Format Painter 4. Applying Styles to Text 5. Removing Styles from Text Formatting Paragraphs 1. Aligning Paragraphs 2. Indenting Paragraphs 3. Line Spacing and Paragraph Spacing Document Layout 1. About Documents and Sections 2. Setting Page and Section Breaks 3. Creating Columns in a Document 4. Creating Column Breaks 5. Using Headers and Footers 6. The Page Setup Dialog Box 7. Setting Margins 8. Paper Settings 9. Layout Settings 10. Adding Line Numbers 11. Hyphenation Settings Using Templates 1. Using Templates 2. Creating Personal Templates Printing Documents 1. Previewing and Printing Documents Helping Yourself 1. The Tell Me Bar and Microsoft Search 2. Using Word Help 3. Smart Lookup Working with Tabs 1. Using Tab Stops 2. Using the Tabs Dialog Box Pictures and Media 1. Inserting Online Pictures 2. Inserting Your Own Pictures 3. Using Picture Tools 4. Using the Format Picture Task Pane 5. Fill & Line Settings 6. Effects Settings 7. Alt Text 8. Picture Settings 9. Inserting Screenshots 10. Inserting Screen Clippings 11. Inserting Online Video 12. Inserting Icons 13. Inserting 3D Models 14. Formatting 3D Models Drawing Objects 1. Inserting Shapes 2. Inserting WordArt 3. Inserting Text Boxes 4. Formatting Shapes 5. The Format Shape Task Pane 6. Inserting SmartArt 7. Design and Format SmartArt 8. Inserting Charts Using Building Blocks 1. Creating Building Blocks 2. Using Building Blocks Styles 1. About Styles 2. Applying Styles 3. Showing Headings in the Navigation Pane 4. The Styles Task Pane 5. Clearing Styles from Text 6. Creating a New Style 7. Modifying an Existing Style 8. Selecting All Instances of a Style in a Document 9. Renaming Styles 10. Deleting Custom Styles 11. Using the Style Inspector Pane 12. Using the Reveal Formatting Pane Themes and Style Sets 1. Applying a Theme 2. Applying a Style Set 3. Applying and Customizing Theme Colors 4. Applying and Customizing Theme Fonts 5. Selecting Theme Effects Page Backgrounds 1. Applying Watermarks 2. Creating Custom Watermarks 3. Removing Watermarks 4. Selecting a Page Background Color or Fill Effect 5. Applying Page Borders Bullets and Numbering 1. Applying Bullets and Numbering 2. Formatting Bullets and Numbering 3. Applying a Multilevel List 4. Modifying a Multilevel List Style Tables 1. Using Tables 2. Creating Tables 3. Selecting Table Objects 4. Inserting and Deleting Columns and Rows 5. Deleting Cells and Tables 6. Merging and Splitting Cells 7. Adjusting Cell Size 8. Aligning Text in Table Cells 9. Converting a Table into Text 10. Sorting Tables 11. Formatting Tables 12. Inserting Quick Tables Table Formulas 1. Inserting Table Formulas 2. Recalculating Word Formulas 3. Viewing Formulas vs. Formula Results 4. Inserting a Microsoft Excel Worksheet Inserting Page Elements 1. Inserting Drop Caps 2. Inserting Equations 3. Inserting Ink Equations 4. Inserting Symbols 5. Inserting Bookmarks 6. Inserting Hyperlinks Outlines 1. Using Outline View 2. Promoting and Demoting Outline Text 3. Moving Selected Outline Text 4. Collapsing and Expanding Outline Text Mailings 1. Mail Merge 2. The Step by Step Mail Merge Wizard 3. Creating a Data Source 4. Selecting Recipients 5. Inserting and Deleting Merge Fields 6. Error Checking 7. Detaching the Data Source 8. Finishing a Mail Merge 9. Mail Merge Rules 10. The Ask Mail Merge Rule 11. The Fill-in Mail Merge Rule 12. The If…Then…Else Mail Merge Rule 13. The Merge Record # Mail Merge Rule 14. The Merge Sequence # Mail Merge Rule 15. The Next Record Mail Merge Rule 16. The Next Record If Mail Merge Rule 17. The Set Bookmark Mail Merge Rule 18. The Skip Record If Mail Merge Rule 19. Deleting Mail Merge Rules in Word Sharing Documents 1. Sharing Documents in Word Using Co-authoring 2. Inserting Comments 3. Sharing by Email 4. Presenting Online 5. Posting to a Blog 6. Saving as a PDF or XPS File 7. Saving as a Different File Type Creating a Table of Contents 1. Creating a Table of Contents 2. Customizing a Table of Contents 3. Updating a Table of Contents 4. Deleting a Table of Contents Creating an Index 1. Creating an Index 2. Customizing an Index 3. Updating an Index Citations and Bibliography 1. Select a Citation Style 2. Insert a Citation 3. Insert a Citation Placeholder 4. Inserting Citations Using the Researcher Pane 5. Managing Sources 6. Editing Sources 7. Creating a Bibliography Captions 1. Inserting Captions 2. Inserting a Table of Figures 3. Inserting a Cross-Reference 4. Updating a Table of Figures Creating Forms 1. Displaying the Developer Tab 2. Creating a Form 3. Inserting Controls 4. Repeating Section Content Control 5. Adding Instructional Text 6. Protecting a Form Making Macros 1. Recording Macros 2. Running and Deleting Recorded Macros 3. Assigning Macros Word Options 1. Setting Word Options 2. Setting Document Properties 3. Checking Accessibility Document Security 1. Applying Password Protection to a Document 2. Removing Password Protection from a Document 3. Restrict Editing within a Document 4. Removing Editing Restrictions from a Document Legal Reviewing 1. Using the Compare Feature 2. Using the Combine Feature 3. Tracking Changes 4. Lock Tracking 5. Show Markup Options 6. Using the Document Inspector Citations and Authorities 1. Marking Citations 2. Creating a Table of Authorities 3. Updating a Table of Authorities 4. Inserting Footnotes and Endnotes Legal Documents and Printing 1. Printing on Legal Paper 2. Using Legal Templates in Word 3. WordPerfect to Word Migration Issues
Download or read book Microsoft Outlook for Lawyers Training Manual Classroom in a Book written by TeachUcomp and published by TeachUcomp Inc.. This book was released on 2020-10-27 with total page 211 pages. Available in PDF, EPUB and Kindle. Book excerpt: Complete classroom training manuals for Microsoft Outlook 2019 for Lawyers. 211 pages and 120 individual topics. Includes practice exercises and keyboard shortcuts. You will learn how to effectively manage legal contacts, tasks and digital security. In addition, you’ll receive our complete Outlook curriculum. Topics Covered: Getting Acquainted with Outlook 1. The Outlook Environment 2. The Title Bar 3. The Ribbon 4. The Quick Access Toolbar 5. Touch Mode 6. The Navigation Bar, Folder Pane, Reading Pane, and To-Do Bar Making Contacts 1. The People Folder 2. Customizing the Contacts Folder View 3. Creating Contacts 4. Basic Contact Management 5. Printing Contacts 6. Creating Contact Groups 7. Categorizing Contacts 8. Searching for Contacts 9. Calling Contacts 10. Mapping a Contact’s Address E-Mail 1. Using the Inbox 2. Changing the Inbox View 3. Message Flags 4. Searching for Messages 5. Creating, Addressing, and Sending Messages 6. Checking Message Spelling 7. Setting Message Options 8. Formatting Messages 9. Using Signatures 10. Replying to Messages 11. Forwarding Messages 12. Sending Attachments 13. Opening Attachments 14. Ignoring Conversations The Sent Items Folder 1. The Sent Items Folder 2. Resending Messages 3. Recalling Messages The Outbox Folder 1. Using the Outbox 2. Using the Drafts Folder Using the Calendar 1. The Calendar Window 2. Switching the Calendar View 3. Navigating the Calendar 4. Appointments, Meetings and Events 5. Manipulating Calendar Objects 6. Setting an Appointment 7. Scheduling a Meeting 8. Checking Meeting Attendance Status 9. Responding to Meeting Requests 10. Scheduling an Event 11. Setting Recurrence 12. Printing the Calendar 13. Teams Meetings in Outlook 14. Meeting Notes Tasks 1. Using Tasks 2. Printing Tasks 3. Creating a Task 4. Setting Task Recurrence 5. Creating a Task Request 6. Responding to Task Requests 7. Sending Status Reports 8. Deleting Tasks Deleted Items 1. The Deleted Items Folder 2. Permanently Deleting Items 3. Recovering Deleted Items 4. Recovering and Purging Permanently Deleted Items Groups 1. Accessing Groups 2. Creating a New Group 3. Adding Members to Groups and Inviting Others 4. Contributing to Groups 5. Managing Files in Groups 6. Accessing the Group Calendar and Notebook 7. Following and Stop Following Groups 8. Leaving Groups 9. Editing, Managing and Deleting Groups The Journal Folder 1. The Journal Folder 2. Switching the Journal View 3. Recording Journal Items 4. Opening Journal Entries and Documents 5. Deleting Journal Items Public Folders 1. Creating Public Folders 2. Setting Permissions 3. Folder Rules 4. Copying Public Folders Personal and Private Folders 1. Creating a Personal Folder 2. Setting AutoArchiving for Folders 3. Creating Private Folders 4. Creating Search Folders 5. One-Click Archiving Notes 1. Creating and Using Notes Advanced Mailbox Options 1. Creating Mailbox Rules 2. Creating Custom Mailbox Views 3. Handling Junk Mail 4. Color Categorizing 5. Advanced Find 6. Mailbox Cleanup Outlook Options 1. Using Shortcuts 2. Adding Additional Profiles 3. Adding Accounts 4. Outlook Options 5. Using Outlook Help Delegates 1. Creating a Delegate 2. Acting as a Delegate 3. Deleting Delegates Security 1. Types of Email Encryption in Outlook 2. Sending Encrypted Email Managing Mail 1. Using Subfolders 2. Using Mailbox Rules to Organize Mail 3. Using Search and Search Folders to Organize Mail 4. Making Mail Easier to Search 5. Managing Reminders 6. Saving Email as PDF 7. Turning Emails into Tasks 8. AutoReply to Email 9. Auto-forward Email 10. Using Quick Parts 11. Using Quick Steps in Outlook 12. Tips to Reduce PST Folder Size 13. Adding Confidentiality Notices 14. Deferring Mail Delivery Legal Contacts 1. Using BCC for Confidentiality with Contact Groups Managing Legal Scheduling 1. Automatically Processing Meeting Requests Managing Tasks 1. Task Tracking vs. Forwarding Email 2. Viewing and Managing Task Times 3. Categorizing Tasks and Managing Views
Download or read book Microsoft Excel 2019 for Lawyers Training Manual Classroom in a Book written by TeachUcomp and published by TeachUcomp Inc.. This book was released on 2019-10-27 with total page 479 pages. Available in PDF, EPUB and Kindle. Book excerpt: Complete classroom training manuals for Microsoft Excel 2019 for Lawyers. 479 pages and 224 individual topics. Includes practice exercises and keyboard shortcuts. You will learn how to effectively use legal templates, legal business functions (such as the Pv and Fv functions) and simple IOLTA management. In addition, you’ll receive our complete Excel curriculum. Topics Covered: Getting Acquainted with Excel 1. About Excel 2. The Excel Environment 3. The Title Bar 4. The Ribbon 5. The “File” Tab and Backstage View 6. Scroll Bars 7. The Quick Access Toolbar 8. Touch Mode 9. The Formula Bar 10. The Workbook Window 11. The Status Bar 12. The Workbook View Buttons 13. The Zoom Slider 14. The Mini Toolbar 15. Keyboard Shortcuts File Management 1. Creating New Workbooks 2. Saving Workbooks 3. Closing Workbooks 4. Opening Workbooks 5. Recovering Unsaved Workbooks 6. Opening a Workbook in a New Window 7. Arranging Open Workbook Windows 8. Freeze Panes 9. Split Panes 10. Hiding and Unhiding Workbook Windows 11.Comparing Open Workbooks 12. Switching Open Workbooks 13. Switching to Full Screen View 14. Working With Excel File Formats 15. AutoSave Online Workbooks Data Entry 1. Selecting Cells 2. Entering Text into Cells 3. Entering Numbers into Cells 4. AutoComplete 5. Pick from Drop-Down List 6. Flash Fill 7. Selecting Ranges 8. Ranged Data Entry 9. Using AutoFill Creating Formulas 1. Ranged Formula Syntax 2. Simple Formula Syntax 3. Writing Formulas 4. Using AutoSum 5. Inserting Functions 6. Editing a Range 7. Formula AutoCorrect 8. AutoCalculate 9. Function Compatibility Copying & Pasting Formulas 1. Relative References and Absolute References 2. Cutting, Copying, and Pasting Data 3. AutoFilling Cells 4. The Undo Button 5. The Redo Button Columns & Rows 1. Selecting Columns & Rows 2. Adjusting Column Width and Row Height 3. Hiding and Unhiding Columns and Rows 4. Inserting and Deleting Columns and Rows Formatting Worksheets 1. Formatting Cells 2. The Format Cells Dialog Box 3. Clearing All Formatting from Cells 4. Copying All Formatting from Cells to Another Area Worksheet Tools 1. Inserting and Deleting Worksheets 2. Selecting Multiple Worksheets 3. Navigating Worksheets 4. Renaming Worksheets 5. Coloring Worksheet Tabs 6. Copying or Moving Worksheets Setting Worksheet Layout 1. Using Page Break Preview 2. Using the Page Layout View 3. Opening The Page Setup Dialog Box 4. Page Settings 5. Setting Margins 6. Creating Headers and Footers 7. Sheet Settings Printing Spreadsheets 1. Previewing and Printing Worksheets Helping Yourself 1. Using Excel Help 2. The Tell Me Bar 3. Smart Lookup Creating 3D Formulas 1. Creating 3D Formulas 2. 3D Formula Syntax 3. Creating 3D Range References Named Ranges 1. Naming Ranges 2. Creating Names from Headings 3. Moving to a Named Range 4. Using Named Ranges in Formulas 5. Naming 3D Ranges 6. Deleting Named Ranges Conditional Formatting and Cell Styles 1. Conditional Formatting 2. Finding Cells with Conditional Formatting 3. Clearing Conditional Formatting 4. Using Table and Cell Styles Paste Special 1. Using Paste Special 2. Pasting Links Sharing Workbooks 1. About Co-authoring and Sharing Workbooks 2. Co-authoring Workbooks 3. Adding Shared Workbook Buttons in Excel 4. Traditional Workbook Sharing 5. Highlighting Changes 6. Reviewing Changes 7. Using Comments and Notes 8. Compare and Merge Workbooks Auditing Worksheets 1. Auditing Worksheets 2. Tracing Precedent and Dependent Cells 3. Tracing Errors 4. Error Checking 5. Using the Watch Window 6. Cell Validation Outlining Worksheets 1. Using Outlines 2. Applying and Removing Outlines 3. Applying Subtotals Consolidating Worksheets 1. Consolidating Data Tables 1. Creating a Table 2. Adding an Editing Records 3. Inserting Records and Fields 4. Deleting Records and Fields Sorting Data 1. Sorting Data 2. Custom Sort Orders Filtering Data 1. Using AutoFilters 2. Using the Top 10 AutoFilter 3. Using a Custom AutoFilter 4. Creating Advanced Filters 5. Applying Multiple Criteria 6. Using Complex Criteria 7. Copying Filter Results to a New Location 8. Using Database Functions Using What-If Analysis 1. Using Data Tables 2. Using Scenario Manager 3. Using Goal Seek 4. Forecast Sheets Table-Related Functions 1. The Hlookup and Vlookup Functions 2. Using the IF, AND, and OR Functions 3. The IFS Function Sparklines 1. Inserting and Deleting Sparklines 2. Modifying Sparklines Creating Charts In Excel 1. Creating Charts 2. Selecting Charts and Chart Elements 3. Adding Chart Elements 4. Moving and Resizing Charts 5. Changing the Chart Type 6. Changing the Data Range 7. Switching Column and Row Data 8. Choosing a Chart Layout 9. Choosing a Chart Style 10. Changing Color Schemes 11. Printing Charts 12. Deleting Charts Formatting Charts in Excel 1. Formatting Chart Objects 2. Inserting Objects into a Chart 3. Formatting Axes 4. Formatting Axis Titles 5. Formatting a Chart Title 6. Formatting Data Labels 7. Formatting a Data Table 8. Formatting Error Bars 9. Formatting Gridlines 10. Formatting a Legend 11. Formatting Drop and High-Low Lines 12. Formatting Trendlines 13. Formatting Up/Down Bars 14. Formatting the Chart and Plot Areas 15. Naming Charts 16. Applying Shape Styles 17. Applying WordArt Styles 18. Saving Custom Chart Templates Data Models 1. Creating a Data Model from External Relational Data 2. Creating a Data Model from Excel Tables 3. Enabling Legacy Data Connections 4. Relating Tables in a Data Model 5. Managing a Data Model PivotTables and PivotCharts 1. Creating Recommended PivotTables 2. Manually Creating a PivotTable 3. Creating a PivotChart 4. Manipulating a PivotTable or PivotChart 5. Changing Calculated Value Fields 6. Formatting PivotTables 7. Formatting PivotCharts 8. Setting PivotTable Options 9. Sorting and Filtering Using Field Headers PowerPivot 1. Starting PowerPivot 2. Managing the Data Model 3. Calculated Columns and Fields 4. Measures 5. Creating KPIs 6. Creating and Managing Perspectives 7. PowerPivot PivotTables and PivotCharts 3D Maps 1. Enabling 3D Maps 2. Creating a New 3D Maps Tour 3. Editing a 3D Maps Tour 4. Managing Layers in a 3D Maps Tour 5. Filtering Layers 6. Setting Layer Options 7. Managing Scenes 8. Custom 3D Maps 9. Custom Regions 10. World Map Options 11. Inserting 3D Map Objects 12. Previewing a Scene 13. Playing a 3D Maps Tour 14. Creating a Video of a 3D Maps Tour 15. 3D Maps Options Slicers and Timelines 1. Inserting and Deleting Slicers 2. Modifying Slicers 3. Inserting and Deleting Timelines 4. Modifying Timelines Security Features 1. Unlocking Cells 2. Worksheet Protection 3. Workbook Protection 4. Password Protecting Excel Files Making Macros 1. Recording Macros 2. Running and Deleting Recorded Macros 3. The Personal Macro Workbook Using Online Templates 1. Downloading Online Templates 2. Saving a Template 3. Creating New Workbooks from Saved Templates Legal Templates 1. Chapter Overview 2. Using the Law Firm Financial Analysis Worksheet 3. Using the Law Firm Project Tracker 4. Using the Law Firm Project Plan Legal Business Functions 1. The Pv Function 2. The Fv Function 3. The IRR and XIRR Functions Simple IOLTA Management 1. IOLTA Basics 2. Using Excel for Simple IOLTA Management 3. Using the Simple IOLTA Template
Download or read book Excel for Microsoft 365 for Lawyers Training Tutorial Manual Classroom in a Book written by TeachUcomp and published by TeachUcomp Inc.. This book was released on with total page 371 pages. Available in PDF, EPUB and Kindle. Book excerpt: Complete classroom training manuals for Microsoft Excel 2019 for Lawyers. 479 pages and 224 individual topics. Includes practice exercises and keyboard shortcuts. You will learn how to effectively use legal templates, legal business functions (such as the Pv and Fv functions) and simple IOLTA management. In addition, you’ll receive our complete Excel curriculum. Topics Covered: Getting Acquainted with Excel 1. About Excel 2. The Excel Environment 3. The Title Bar 4. The Ribbon 5. The “File” Tab and Backstage View 6. Scroll Bars 7. The Quick Access Toolbar 8. Touch Mode 9. The Formula Bar 10. The Workbook Window 11. The Status Bar 12. The Workbook View Buttons 13. The Zoom Slider 14. The Mini Toolbar 15. Keyboard Shortcuts File Management 1. Creating New Workbooks 2. Saving Workbooks 3. Closing Workbooks 4. Opening Workbooks 5. Recovering Unsaved Workbooks 6. Opening a Workbook in a New Window 7. Arranging Open Workbook Windows 8. Freeze Panes 9. Split Panes 10. Hiding and Unhiding Workbook Windows 11.Comparing Open Workbooks 12. Switching Open Workbooks 13. Switching to Full Screen Mode 14. Working With Excel File Formats 15. AutoSave Online Workbooks Data Entry 1. Selecting Cells 2. Entering Text into Cells 3. Entering Numbers into Cells 4. AutoComplete 5. Pick from Drop-Down List 6. Flash Fill 7. Selecting Ranges 8. Ranged Data Entry 9. Using AutoFill Creating Formulas 1. Ranged Formula Syntax 2. Simple Formula Syntax 3. Writing Formulas 4. Using AutoSum 5. Inserting Functions 6. Editing a Range 7. Formula AutoCorrect 8. AutoCalculate 9. Function Compatibility Copying & Pasting Formulas 1. Relative References and Absolute References 2. Cutting, Copying, and Pasting Data 3. AutoFilling Cells 4. The Undo Button 5. The Redo Button Columns & Rows 1. Selecting Columns & Rows 2. Adjusting Column Width and Row Height 3. Hiding and Unhiding Columns and Rows 4. Inserting and Deleting Columns and Rows Formatting Worksheets 1. Formatting Cells 2. The Format Cells Dialog Box 3. Clearing All Formatting from Cells 4. Copying All Formatting from Cells to Another Area Worksheet Tools 1. Inserting and Deleting Worksheets 2. Selecting Multiple Worksheets 3. Navigating Worksheets 4. Renaming Worksheets 5. Coloring Worksheet Tabs 6. Copying or Moving Worksheets Setting Worksheet Layout 1. Using Page Break Preview 2. Using the Page Layout View 3. Opening The Page Setup Dialog Box 4. Page Settings 5. Setting Margins 6. Creating Headers and Footers 7. Sheet Settings Printing Spreadsheets 1. Previewing and Printing Worksheets Helping Yourself 1. Using Excel Help 2. Microsoft Search in Excel 3. Smart Lookup Creating 3D Formulas 1. Creating 3D Formulas 2. 3D Formula Syntax 3. Creating 3D Range References Named Ranges 1. Naming Ranges 2. Creating Names from Headings 3. Moving to a Named Range 4. Using Named Ranges in Formulas 5. Naming 3D Ranges 6. Deleting Named Ranges Conditional Formatting and Cell Styles 1. Conditional Formatting 2. Finding Cells with Conditional Formatting 3. Clearing Conditional Formatting 4. Using Table and Cell Styles Paste Special 1. Using Paste Special 2. Pasting Links Sharing Workbooks 1. About Co-authoring and Sharing Workbooks 2. Co-authoring Workbooks 3. Adding Shared Workbook Buttons in Excel 4. Traditional Workbook Sharing 5. Highlighting Changes 6. Reviewing Changes 7. Using Comments and Notes 8. Compare and Merge Workbooks Auditing Worksheets 1. Auditing Worksheets 2. Tracing Precedent and Dependent Cells 3. Tracing Errors 4. Error Checking 5. Using the Watch Window 6. Cell Validation Outlining Worksheets 1. Using Outlines 2. Applying and Removing Outlines 3. Applying Subtotals Consolidating Worksheets 1. Consolidating Data Tables 1. Creating a Table 2. Adding an Editing Records 3. Inserting Records and Fields 4. Deleting Records and Fields Sorting Data 1. Sorting Data 2. Custom Sort Orders Filtering Data 1. Using AutoFilters 2. Using the Top 10 AutoFilter 3. Using a Custom AutoFilter 4. Creating Advanced Filters 5. Applying Multiple Criteria 6. Using Complex Criteria 7. Copying Filter Results to a New Location 8. Using Database Functions Using What-If Analysis 1. Using Data Tables 2. Using Scenario Manager 3. Using Goal Seek 4. Forecast Sheets Table-Related Functions 1. The Hlookup and Vlookup Functions 2. Using the IF, AND, and OR Functions 3. The IFS Function Sparklines 1. Inserting and Deleting Sparklines 2. Modifying Sparklines Creating Charts In Excel 1. Creating Charts 2. Selecting Charts and Chart Elements 3. Adding Chart Elements 4. Moving and Resizing Charts 5. Changing the Chart Type 6. Changing the Data Range 7. Switching Column and Row Data 8. Choosing a Chart Layout 9. Choosing a Chart Style 10. Changing Color Schemes 11. Printing Charts 12. Deleting Charts Formatting Charts in Excel 1. Formatting Chart Objects 2. Inserting Objects into a Chart 3. Formatting Axes 4. Formatting Axis Titles 5. Formatting a Chart Title 6. Formatting Data Labels 7. Formatting a Data Table 8. Formatting Error Bars 9. Formatting Gridlines 10. Formatting a Legend 11. Formatting Drop and High-Low Lines 12. Formatting Trendlines 13. Formatting Up/Down Bars 14. Formatting the Chart and Plot Areas 15. Naming Charts 16. Applying Shape Styles 17. Applying WordArt Styles 18. Saving Custom Chart Templates Data Models 1. Creating a Data Model from External Relational Data 2. Creating a Data Model from Excel Tables 3. Enabling Legacy Data Connections 4. Relating Tables in a Data Model 5. Managing a Data Model PivotTables and PivotCharts 1. Creating Recommended PivotTables 2. Manually Creating a PivotTable 3. Creating a PivotChart 4. Manipulating a PivotTable or PivotChart 5. Changing Calculated Value Fields 6. Formatting PivotTables 7. Formatting PivotCharts 8. Setting PivotTable Options 9. Sorting and Filtering Using Field Headers PowerPivot 1. Starting PowerPivot 2. Managing the Data Model 3. Calculated Columns and Fields 4. Measures 5. Creating KPIs 6. Creating and Managing Perspectives 7. PowerPivot PivotTables and PivotCharts 3D Maps 1. Enabling 3D Maps 2. Creating a New 3D Maps Tour 3. Editing a 3D Maps Tour 4. Managing Layers in a 3D Maps Tour 5. Filtering Layers 6. Setting Layer Options 7. Managing Scenes 8. Custom 3D Maps 9. Custom Regions 10. World Map Options 11. Inserting 3D Map Objects 12. Previewing a Scene 13. Playing a 3D Maps Tour 14. Creating a Video of a 3D Maps Tour 15. 3D Maps Options Slicers and Timelines 1. Inserting and Deleting Slicers 2. Modifying Slicers 3. Inserting and Deleting Timelines 4. Modifying Timelines Security Features 1. Unlocking Cells 2. Worksheet Protection 3. Workbook Protection 4. Password Protecting Excel Files Making Macros 1. Recording Macros 2. Running and Deleting Recorded Macros 3. The Personal Macro Workbook Using Online Templates 1. Downloading Online Templates 2. Saving a Template 3. Creating New Workbooks from Saved Templates Legal Templates 1. Chapter Overview 2. Using the Law Firm Financial Analysis Worksheet 3. Using the Law Firm Project Tracker 4. Using the Law Firm Project Plan Legal Business Functions 1. The Pv Function 2. The Fv Function 3. The IRR and XIRR Functions Simple IOLTA Management 1. IOLTA Basics 2. Using Excel for Simple IOLTA Management 3. Using the Simple IOLTA Template
Download or read book QuickBooks Pro 2021 for Lawyers Training Manual Classroom in a Book written by TeachUcomp and published by TeachUcomp Inc.. This book was released on 2020-12-17 with total page 349 pages. Available in PDF, EPUB and Kindle. Book excerpt: Complete classroom training manuals for QuickBooks Pro 2021 for Lawyers. Full classroom manual in one book. 349 pages and 213 individual topics. Includes practice exercises and keyboard shortcuts. You will learn how to create and effectively manage a legal company file as well as use QuickBooks for trust accounting. In addition, you’ll receive our complete QuickBooks curriculum. Topics Covered: The QuickBooks Environment 1. The Home Page and Insights Tabs 2. The Centers 3. The Menu Bar and Keyboard Shortcuts 4. The Open Window List 5. The Icon Bar 6. Customizing the Icon Bar 7. The Chart of Accounts 8. Accounting Methods 9. Financial Reports Creating a QuickBooks Company File 1. Using Express Start 2. Using the EasyStep Interview 3. Returning to the Easy Step Interview 4. Creating a Local Backup Copy 5. Restoring a Company File from a Local Backup Copy 6. Setting Up Users 7. Single and Multiple User Modes 8. Closing Company Files 9. Opening a Company File Using Lists 1. Using Lists 2. The Chart of Accounts 3. The Customers & Jobs List 4. The Employees List 5. The Vendors List 6. Using Custom Fields 7. Sorting List 8. Inactivating and Reactivating List Items 9. Printing Lists 10. Renaming & Merging List Items 11. Adding Multiple List Entries from Excel Setting Up Sales Tax 1. The Sales Tax Process 2. Creating Tax Agencies 3. Creating Individual Sales Tax Items 4. Creating a Sales Tax Group 5. Setting Sales Tax Preferences 6. Indicating Taxable & Non-taxable Customers and Items Setting Up Inventory Items 1. Setting Up Inventory 2. Creating Inventory Items 3. Creating a Purchase Order 4. Receiving Items with a Bill 5. Entering Item Receipts 6. Matching Bills to Item Receipts 7. Adjusting Inventory Setting Up Other Items 1. Service Items 2. Non-Inventory Items 3. Other Charges 4. Subtotals 5. Groups 6. Discounts 7. Payments 8. Changing Item Prices Basic Sales 1. Selecting a Sales Form 2. Creating an Invoice 3. Creating Batch Invoices 4. Creating a Sales Receipt 5. Finding Transaction Forms 6. Previewing Sales Forms 7. Printing Sales Forms Using Price Levels 1. Using Price Levels Creating Billing Statements 1. Setting Finance Charge Defaults 2. Entering Statement Charges 3. Applying Finance Charges and Creating Statements Payment Processing 1. Recording Customer Payments 2. Entering a Partial Payment 3. Applying One Payment to Multiple Invoices 4. Entering Overpayments 5. Entering Down Payments or Prepayments 6. Applying Customer Credits 7. Making Deposits 8. Handling Bounced Checks 9. Automatically Transferring Credits Between Jobs 10. Manually Transferring Credits Between Jobs Handling Refunds 1. Creating a Credit Memo and Refund Check 2. Refunding Customer Payments Entering and Paying Bills 1. Setting Billing Preferences 2. Entering Bills 3. Paying Bills 4. Early Bill Payment Discounts 5. Entering a Vendor Credit 6. Applying a Vendor Credit Using Bank Accounts 1. Using Registers 2. Writing Checks 3. Writing a Check for Inventory Items 4. Printing Checks 5. Transferring Funds 6. Reconciling Accounts 7. Voiding Checks Paying Sales Tax 1. Sales Tax Reports 2. Using the Sales Tax Payable Register 3. Paying Your Tax Agencies Reporting 1. Graph and Report Preferences 2. Using QuickReports 3. Using QuickZoom 4. Preset Reports 5. Modifying a Report 6. Rearranging and Resizing Report Columns 7. Memorizing a Report 8. Memorized Report Groups 9. Printing Reports 10. Batch Printing Forms 11.Exporting Reports to Excel 12. Saving Forms and Reports as PDF Files 13. Comment on a Report 14. Process Multiple Reports 15. Scheduled Reports Using Graphs 1. Using Graphs 2. Company Snapshot Customizing Forms 1. Creating New Form Templates 2. Performing Basic Customization 3. Performing Additional Customization 4. The Layout Designer 5. Changing the Grid and Margins in the Layout Designer 6. Selecting Objects in the Layout Designer 7. Moving and Resizing Objects in the Layout Designer 8. Formatting Objects in the Layout Designer 9. Copying Objects and Formatting in the Layout Designer 10. Adding and Removing Objects in the Layout Designer 11. Aligning and Stacking Objects in the Layout Designer 12. Resizing Columns in the Layout Designer Estimating 1. Creating a Job 2. Creating an Estimate 3. Duplicating Estimates 4. Invoicing From Estimates 5. Updating Job Statuses 6. Inactivating Estimates 7. Making Purchases for a Job 8. Invoicing for Job Costs 9. Using Job Reports Time Tracking 1. Tracking Time and Printing a Blank Timesheet 2. Weekly Timesheets 3. Time/Enter Single Activity 4. Invoicing from Time Data 5. Using Time Reports 6. Tracking Vehicle Mileage 7. Charging Customers for Mileage Payroll 1. The Payroll Process 2. Creating Payroll Items 3. Setting Employee Defaults 4. Setting Up Employee Payroll Information 5. Creating Payroll Schedules 6. Creating Scheduled Paychecks 7. Creating Unscheduled Paychecks 8. Creating Termination Paychecks 9. Voiding Paychecks 10. Tracking Your Tax Liabilities 11. Paying Your Payroll Tax Liabilities 12. Adjusting Payroll Liabilities 13. Entering Liability Refund Checks 14. Process Payroll Forms 15. Tracking Workers Compensation Using Credit Card Accounts 1. Creating Credit Card Accounts 2. Entering Credit Card Charges 3. Reconciling and Paying Credit Cards Assets and Liabilities 1. Assets and Liabilities 2. Creating and Using an Other Current Asset Account 3. Removing Value from Other Current Asset Accounts 4. Creating Fixed Asset Accounts 5. Creating Liability Accounts 6. Setting the Original Cost of Fixed Assets 7. Tracking Depreciation 8. The Loan Manager 9. The Fixed Asset Item List Equity Accounts 1. Equity Accounts 2. Recording an Owner’s Draw 3. Recording a Capital Investment Writing Letters With QuickBooks 1. Using the Letters and Envelopes Wizard 2. Editing Letter Templates Company Management 1. Viewing Your Company Information 2. Setting Up Budgets 3. Using the To Do List 4. Using Reminders and Setting Preferences 5. Making General Journal Entries 6. Using the Cash Flow Projector 7. Using Payment Reminders 8. Receipt Management Using QuickBooks Tools 1. Company File Cleanup 2. Exporting and Importing List Data Using IIF Files 3. Advanced Importing of Excel Data 4. Updating QuickBooks 5. Using the Calculator 6. Using the Portable Company Files 7. Using the Calendar 8. The Income Tracker 9. The Bill Tracker 10. The Lead Center 11. Moving QuickBooks Desktop Using the Migrator Tool Using the Accountant’s Review 1. Creating an Accountant’s Copy 2. Transferring an Accountant’s Copy 3. Importing Accountant’s 4. Removing Restrictions Using the Help Menu 1. Using Help Creating a Legal Company File 1. Making a Legal Company Using Express Start 2. Making a Legal Company Using the EasyStep Interview 3. Reviewing the Default Chart of Accounts 4. Entering Vendors 5. Entering Clients and Cases 6. Enabling Class Tracking for Law Firms 7. Creating Billing Line Items Setting up a Trust Account 1. What is an IOLTA? 2. Creating Accounts for Trust Management 3. Creating Items for Trust Management Managing a Trust Account 1. Depositing Client Money into the Client Trust Account 2. Entering Bills to Pay from the Trust Account 3. Recording Bills for Office Expenses 4. Paying Bills from the Client Trust Account 5. Using a Client Trust Credit Card 6. Time Tracking and Invoicing for Legal Professionals 7. Paying the Law Firm’s Invoices Using the Client Funds 8. Refunding Unused Client Trust Account Funds 9. Escheated Trust Funds Trust Account Reporting 1. Creating a Trust Account Liability Proof Report 2. Creating a Trust Liability Balances by Client Report 3. Creating a Client Ledger Report 4. Creating an Account Journal Report
Download or read book QuickBooks Pro 2023 for Lawyers Training Manual Classroom in a Book written by TeachUcomp and published by TeachUcomp Inc.. This book was released on with total page 363 pages. Available in PDF, EPUB and Kindle. Book excerpt: Complete classroom training manual for QuickBooks Pro 2022 for Lawyers. Full classroom manual in one book. 351 pages and 213 individual topics. Includes practice exercises and keyboard shortcuts. You will learn how to create and effectively manage a legal company file as well as use QuickBooks for trust accounting. In addition, you’ll receive our complete QuickBooks curriculum. Topics Covered: The QuickBooks Environment 1. The Home Page 2. The Centers 3. The Menu Bar and Keyboard Shortcuts 4. The Open Window List 5. The Icon Bar 6. Customizing the Icon Bar 7. The Chart of Accounts 8. Accounting Methods 9. Financial Reports Creating a QuickBooks Company File 1. Using Express Start 2. Using the EasyStep Interview 3. Returning to the Easy Step Interview 4. Creating a Local Backup Copy 5. Restoring a Company File from a Local Backup Copy 6. Setting Up Users 7. Single and Multiple User Modes 8. Closing Company Files 9. Opening a Company File Using Lists 1. Using Lists 2. The Chart of Accounts 3. The Customers & Jobs List 4. The Employees List 5. The Vendors List 6. Using Custom Fields 7. Sorting List 8. Inactivating and Reactivating List Items 9. Printing Lists 10. Renaming & Merging List Items 11. Adding Multiple List Entries from Excel 12. Customer Groups Setting Up Sales Tax 1. The Sales Tax Process 2. Creating Tax Agencies 3. Creating Individual Sales Tax Items 4. Creating a Sales Tax Group 5. Setting Sales Tax Preferences 6. Indicating Taxable & Non-taxable Customers and Items Setting Up Inventory Items 1. Setting Up Inventory 2. Creating Inventory Items 3. Creating a Purchase Order 4. Receiving Items with a Bill 5. Entering Item Receipts 6. Matching Bills to Item Receipts 7. Adjusting Inventory Setting Up Other Items 1. Service Items 2. Non-Inventory Items 3. Other Charges 4. Subtotals 5. Groups 6. Discounts 7. Payments 8. Changing Item Prices Basic Sales 1. Selecting a Sales Form 2. Creating an Invoice 3. Creating Batch Invoices 4. Creating a Sales Receipt 5. Finding Transaction Forms 6. Previewing Sales Forms 7. Printing Sales Forms Using Price Levels 1. Using Price Levels Creating Billing Statements 1. Setting Finance Charge Defaults 2. Entering Statement Charges 3. Applying Finance Charges and Creating Statements Payment Processing 1. Recording Customer Payments 2. Entering a Partial Payment 3. Applying One Payment to Multiple Invoices 4. Entering Overpayments 5. Entering Down Payments or Prepayments 6. Applying Customer Credits 7. Making Deposits 8. Handling Bounced Checks 9. Automatically Transferring Credits Between Jobs 10. Manually Transferring Credits Between Jobs Handling Refunds 1. Creating a Credit Memo and Refund Check 2. Refunding Customer Payments Entering and Paying Bills 1. Setting Billing Preferences 2. Entering Bills 3. Paying Bills 4. Early Bill Payment Discounts 5. Entering a Vendor Credit 6. Applying a Vendor Credit 7. Upload and Review Bills Using Bank Accounts 1. Using Registers 2. Writing Checks 3. Writing a Check for Inventory Items 4. Printing Checks 5. Transferring Funds 6. Reconciling Accounts 7. Voiding Checks 8. Adding Bank Feeds 9. Reviewing Bank Feed Transactions 10. Bank Feed Rules 11. Disconnecting Bank Feed Accounts Paying Sales Tax 1. Sales Tax Reports 2. Using the Sales Tax Payable Register 3. Paying Your Tax Agencies Reporting 1. Graph and Report Preferences 2. Using QuickReports 3. Using QuickZoom 4. Preset Reports 5. Modifying a Report 6. Rearranging and Resizing Report Columns 7. Memorizing a Report 8. Memorized Report Groups 9. Printing Reports 10. Batch Printing Forms 11.Exporting Reports to Excel 12. Saving Forms and Reports as PDF Files 13. Comment on a Report 14. Process Multiple Reports 15. Scheduled Reports Using Graphs 1. Using Graphs 2. Company Snapshot Customizing Forms 1. Creating New Form Templates 2. Performing Basic Customization 3. Performing Additional Customization 4. The Layout Designer 5. Changing the Grid and Margins in the Layout Designer 6. Selecting Objects in the Layout Designer 7. Moving and Resizing Objects in the Layout Designer 8. Formatting Objects in the Layout Designer 9. Copying Objects and Formatting in the Layout Designer 10. Adding and Removing Objects in the Layout Designer 11. Aligning and Stacking Objects in the Layout Designer 12. Resizing Columns in the Layout Designer Estimating 1. Creating a Job 2. Creating an Estimate 3. Duplicating Estimates 4. Invoicing From Estimates 5. Updating Job Statuses 6. Inactivating Estimates 7. Making Purchases for a Job 8. Invoicing for Job Costs 9. Using Job Reports Time Tracking 1. Tracking Time and Printing a Blank Timesheet 2. Weekly Timesheets 3. Time/Enter Single Activity 4. Invoicing from Time Data 5. Using Time Reports 6. Tracking Vehicle Mileage 7. Charging Customers for Mileage Payroll 1. The Payroll Process 2. Creating Payroll Items 3. Setting Employee Defaults 4. Setting Up Employee Payroll Information 5. Creating Payroll Schedules 6. Creating Scheduled Paychecks 7. Creating Unscheduled Paychecks 8. Creating Termination Paychecks 9. Voiding Paychecks 10. Tracking Your Tax Liabilities 11. Paying Your Payroll Tax Liabilities 12. Adjusting Payroll Liabilities 13. Entering Liability Refund Checks 14. Process Payroll Forms 15. Tracking Workers Compensation Using Credit Card Accounts 1. Creating Credit Card Accounts 2. Entering Credit Card Charges 3. Reconciling and Paying Credit Cards Assets and Liabilities 1. Assets and Liabilities 2. Creating and Using an Other Current Asset Account 3. Removing Value from Other Current Asset Accounts 4. Creating Fixed Asset Accounts 5. Creating Liability Accounts 6. Setting the Original Cost of Fixed Assets 7. Tracking Depreciation 8. The Fixed Asset Item List Equity Accounts 1. Equity Accounts 2. Recording an Owner’s Draw 3. Recording a Capital Investment Writing Letters With QuickBooks 1. Using the Letters and Envelopes Wizard 2. Editing Letter Templates Company Management 1. Viewing Your Company Information 2. Setting Up Budgets 3. Using the To Do List 4. Using Reminders and Setting Preferences 5. Making General Journal Entries 6. Using Payment Reminders 7. Receipt Management Using QuickBooks Tools 1. Company File Cleanup 2. Exporting and Importing List Data Using IIF Files 3. Advanced Importing of Excel Data 4. Updating QuickBooks 5. Using the Calculator 6. Using the Portable Company Files 7. Using the Calendar 8. The Income Tracker 9. The Bill Tracker 10. The Lead Center 11. Moving QuickBooks Desktop Using the Migrator Tool Using the Accountant’s Review 1. Creating an Accountant’s Copy 2. Transferring an Accountant’s Copy 3. Importing Accountant’s 4. Removing Restrictions Using the Help Menu 1. Using Help Creating a Legal Company File 1. Making a Legal Company Using Express Start 2. Making a Legal Company Using the EasyStep Interview 3. Reviewing the Default Chart of Accounts 4. Entering Vendors 5. Entering Clients and Cases 6. Enabling Class Tracking for Law Firms 7. Creating Billing Line Items Setting up a Trust Account 1. What is an IOLTA? 2. Creating Accounts for Trust Management 3. Creating Items for Trust Management Managing a Trust Account 1. Depositing Client Money into the Client Trust Account 2. Entering Bills to Pay from the Trust Account 3. Recording Bills for Office Expenses 4. Paying Bills from the Client Trust Account 5. Using a Client Trust Credit Card 6. Time Tracking and Invoicing for Legal Professionals 7. Paying the Law Firm’s Invoices Using the Client Funds 8. Refunding Unused Client Trust Account Funds 9. Escheated Trust Funds Trust Account Reporting 1. Creating a Trust Account Liability Proof Report 2. Creating a Trust Liability Balances by Client Report 3. Creating a Client Ledger Report 4. Creating an Account Journal Report
Download or read book QuickBooks Pro 2022 for Lawyers Training Manual Classroom in a Book written by TeachUcomp and published by TeachUcomp Inc.. This book was released on with total page 351 pages. Available in PDF, EPUB and Kindle. Book excerpt: Complete classroom training manual for QuickBooks Pro 2022 for Lawyers. Full classroom manual in one book. 351 pages and 213 individual topics. Includes practice exercises and keyboard shortcuts. You will learn how to create and effectively manage a legal company file as well as use QuickBooks for trust accounting. In addition, you’ll receive our complete QuickBooks curriculum. Topics Covered: The QuickBooks Environment 1. The Home Page 2. The Centers 3. The Menu Bar and Keyboard Shortcuts 4. The Open Window List 5. The Icon Bar 6. Customizing the Icon Bar 7. The Chart of Accounts 8. Accounting Methods 9. Financial Reports Creating a QuickBooks Company File 1. Using Express Start 2. Using the EasyStep Interview 3. Returning to the Easy Step Interview 4. Creating a Local Backup Copy 5. Restoring a Company File from a Local Backup Copy 6. Setting Up Users 7. Single and Multiple User Modes 8. Closing Company Files 9. Opening a Company File Using Lists 1. Using Lists 2. The Chart of Accounts 3. The Customers & Jobs List 4. The Employees List 5. The Vendors List 6. Using Custom Fields 7. Sorting List 8. Inactivating and Reactivating List Items 9. Printing Lists 10. Renaming & Merging List Items 11. Adding Multiple List Entries from Excel 12. Customer Groups Setting Up Sales Tax 1. The Sales Tax Process 2. Creating Tax Agencies 3. Creating Individual Sales Tax Items 4. Creating a Sales Tax Group 5. Setting Sales Tax Preferences 6. Indicating Taxable & Non-taxable Customers and Items Setting Up Inventory Items 1. Setting Up Inventory 2. Creating Inventory Items 3. Creating a Purchase Order 4. Receiving Items with a Bill 5. Entering Item Receipts 6. Matching Bills to Item Receipts 7. Adjusting Inventory Setting Up Other Items 1. Service Items 2. Non-Inventory Items 3. Other Charges 4. Subtotals 5. Groups 6. Discounts 7. Payments 8. Changing Item Prices Basic Sales 1. Selecting a Sales Form 2. Creating an Invoice 3. Creating Batch Invoices 4. Creating a Sales Receipt 5. Finding Transaction Forms 6. Previewing Sales Forms 7. Printing Sales Forms Using Price Levels 1. Using Price Levels Creating Billing Statements 1. Setting Finance Charge Defaults 2. Entering Statement Charges 3. Applying Finance Charges and Creating Statements Payment Processing 1. Recording Customer Payments 2. Entering a Partial Payment 3. Applying One Payment to Multiple Invoices 4. Entering Overpayments 5. Entering Down Payments or Prepayments 6. Applying Customer Credits 7. Making Deposits 8. Handling Bounced Checks 9. Automatically Transferring Credits Between Jobs 10. Manually Transferring Credits Between Jobs Handling Refunds 1. Creating a Credit Memo and Refund Check 2. Refunding Customer Payments Entering and Paying Bills 1. Setting Billing Preferences 2. Entering Bills 3. Paying Bills 4. Early Bill Payment Discounts 5. Entering a Vendor Credit 6. Applying a Vendor Credit 7. Upload and Review Bills Using Bank Accounts 1. Using Registers 2. Writing Checks 3. Writing a Check for Inventory Items 4. Printing Checks 5. Transferring Funds 6. Reconciling Accounts 7. Voiding Checks Paying Sales Tax 1. Sales Tax Reports 2. Using the Sales Tax Payable Register 3. Paying Your Tax Agencies Reporting 1. Graph and Report Preferences 2. Using QuickReports 3. Using QuickZoom 4. Preset Reports 5. Modifying a Report 6. Rearranging and Resizing Report Columns 7. Memorizing a Report 8. Memorized Report Groups 9. Printing Reports 10. Batch Printing Forms 11.Exporting Reports to Excel 12. Saving Forms and Reports as PDF Files 13. Comment on a Report 14. Process Multiple Reports 15. Scheduled Reports Using Graphs 1. Using Graphs 2. Company Snapshot Customizing Forms 1. Creating New Form Templates 2. Performing Basic Customization 3. Performing Additional Customization 4. The Layout Designer 5. Changing the Grid and Margins in the Layout Designer 6. Selecting Objects in the Layout Designer 7. Moving and Resizing Objects in the Layout Designer 8. Formatting Objects in the Layout Designer 9. Copying Objects and Formatting in the Layout Designer 10. Adding and Removing Objects in the Layout Designer 11. Aligning and Stacking Objects in the Layout Designer 12. Resizing Columns in the Layout Designer Estimating 1. Creating a Job 2. Creating an Estimate 3. Duplicating Estimates 4. Invoicing From Estimates 5. Updating Job Statuses 6. Inactivating Estimates 7. Making Purchases for a Job 8. Invoicing for Job Costs 9. Using Job Reports Time Tracking 1. Tracking Time and Printing a Blank Timesheet 2. Weekly Timesheets 3. Time/Enter Single Activity 4. Invoicing from Time Data 5. Using Time Reports 6. Tracking Vehicle Mileage 7. Charging Customers for Mileage Payroll 1. The Payroll Process 2. Creating Payroll Items 3. Setting Employee Defaults 4. Setting Up Employee Payroll Information 5. Creating Payroll Schedules 6. Creating Scheduled Paychecks 7. Creating Unscheduled Paychecks 8. Creating Termination Paychecks 9. Voiding Paychecks 10. Tracking Your Tax Liabilities 11. Paying Your Payroll Tax Liabilities 12. Adjusting Payroll Liabilities 13. Entering Liability Refund Checks 14. Process Payroll Forms 15. Tracking Workers Compensation Using Credit Card Accounts 1. Creating Credit Card Accounts 2. Entering Credit Card Charges 3. Reconciling and Paying Credit Cards Assets and Liabilities 1. Assets and Liabilities 2. Creating and Using an Other Current Asset Account 3. Removing Value from Other Current Asset Accounts 4. Creating Fixed Asset Accounts 5. Creating Liability Accounts 6. Setting the Original Cost of Fixed Assets 7. Tracking Depreciation 8. The Fixed Asset Item List Equity Accounts 1. Equity Accounts 2. Recording an Owner’s Draw 3. Recording a Capital Investment Writing Letters With QuickBooks 1. Using the Letters and Envelopes Wizard 2. Editing Letter Templates Company Management 1. Viewing Your Company Information 2. Setting Up Budgets 3. Using the To Do List 4. Using Reminders and Setting Preferences 5. Making General Journal Entries 6. Using Payment Reminders 7. Receipt Management Using QuickBooks Tools 1. Company File Cleanup 2. Exporting and Importing List Data Using IIF Files 3. Advanced Importing of Excel Data 4. Updating QuickBooks 5. Using the Calculator 6. Using the Portable Company Files 7. Using the Calendar 8. The Income Tracker 9. The Bill Tracker 10. The Lead Center 11. Moving QuickBooks Desktop Using the Migrator Tool Using the Accountant’s Review 1. Creating an Accountant’s Copy 2. Transferring an Accountant’s Copy 3. Importing Accountant’s 4. Removing Restrictions Using the Help Menu 1. Using Help Creating a Legal Company File 1. Making a Legal Company Using Express Start 2. Making a Legal Company Using the EasyStep Interview 3. Reviewing the Default Chart of Accounts 4. Entering Vendors 5. Entering Clients and Cases 6. Enabling Class Tracking for Law Firms 7. Creating Billing Line Items Setting up a Trust Account 1. What is an IOLTA? 2. Creating Accounts for Trust Management 3. Creating Items for Trust Management Managing a Trust Account 1. Depositing Client Money into the Client Trust Account 2. Entering Bills to Pay from the Trust Account 3. Recording Bills for Office Expenses 4. Paying Bills from the Client Trust Account 5. Using a Client Trust Credit Card 6. Time Tracking and Invoicing for Legal Professionals 7. Paying the Law Firm’s Invoices Using the Client Funds 8. Refunding Unused Client Trust Account Funds 9. Escheated Trust Funds Trust Account Reporting 1. Creating a Trust Account Liability Proof Report 2. Creating a Trust Liability Balances by Client Report 3. Creating a Client Ledger Report 4. Creating an Account Journal Report
Download or read book QuickBooks Pro 2024 for Lawyers Training Manual Classroom in a Book written by TeachUcomp and published by TeachUcomp Inc.. This book was released on with total page 363 pages. Available in PDF, EPUB and Kindle. Book excerpt: Complete classroom training manual for QuickBooks Pro 2024 for Lawyers. Full classroom manual in one book. 351 pages and 213 individual topics. Includes practice exercises and keyboard shortcuts. You will learn how to create and effectively manage a legal company file as well as use QuickBooks for trust accounting. In addition, you’ll receive our complete QuickBooks curriculum. Topics Covered: The QuickBooks Environment 1. The Home Page 2. The Centers 3. The Menu Bar and Keyboard Shortcuts 4. The Open Window List 5. The Icon Bar 6. Customizing the Icon Bar 7. The Chart of Accounts 8. Accounting Methods 9. Financial Reports Creating a QuickBooks Company File 1. Using Express Start 2. Using the EasyStep Interview 3. Returning to the Easy Step Interview 4. Creating a Local Backup Copy 5. Restoring a Company File from a Local Backup Copy 6. Setting Up Users 7. Single and Multiple User Modes 8. Closing Company Files 9. Opening a Company File Using Lists 1. Using Lists 2. The Chart of Accounts 3. The Customers & Jobs List 4. The Employees List 5. The Vendors List 6. Using Custom Fields 7. Sorting List 8. Inactivating and Reactivating List Items 9. Printing Lists 10. Renaming & Merging List Items 11. Adding Multiple List Entries from Excel 12. Customer Groups Setting Up Sales Tax 1. The Sales Tax Process 2. Creating Tax Agencies 3. Creating Individual Sales Tax Items 4. Creating a Sales Tax Group 5. Setting Sales Tax Preferences 6. Indicating Taxable & Non-taxable Customers and Items Setting Up Inventory Items 1. Setting Up Inventory 2. Creating Inventory Items 3. Creating a Purchase Order 4. Receiving Items with a Bill 5. Entering Item Receipts 6. Matching Bills to Item Receipts 7. Adjusting Inventory Setting Up Other Items 1. Service Items 2. Non-Inventory Items 3. Other Charges 4. Subtotals 5. Groups 6. Discounts 7. Payments 8. Changing Item Prices Basic Sales 1. Selecting a Sales Form 2. Creating an Invoice 3. Creating Batch Invoices 4. Creating a Sales Receipt 5. Finding Transaction Forms 6. Previewing Sales Forms 7. Printing Sales Forms Using Price Levels 1. Using Price Levels Creating Billing Statements 1. Setting Finance Charge Defaults 2. Entering Statement Charges 3. Applying Finance Charges and Creating Statements Payment Processing 1. Recording Customer Payments 2. Entering a Partial Payment 3. Applying One Payment to Multiple Invoices 4. Entering Overpayments 5. Entering Down Payments or Prepayments 6. Applying Customer Credits 7. Making Deposits 8. Handling Bounced Checks 9. Automatically Transferring Credits Between Jobs 10. Manually Transferring Credits Between Jobs Handling Refunds 1. Creating a Credit Memo and Refund Check 2. Refunding Customer Payments Entering and Paying Bills 1. Setting Billing Preferences 2. Entering Bills 3. Paying Bills 4. Early Bill Payment Discounts 5. Entering a Vendor Credit 6. Applying a Vendor Credit 7. Upload and Review Bills Using Bank Accounts 1. Using Registers 2. Writing Checks 3. Writing a Check for Inventory Items 4. Printing Checks 5. Transferring Funds 6. Reconciling Accounts 7. Voiding Checks 8. Adding Bank Feeds 9. Reviewing Bank Feed Transactions 10. Bank Feed Rules 11. Disconnecting Bank Feed Accounts Paying Sales Tax 1. Sales Tax Reports 2. Using the Sales Tax Payable Register 3. Paying Your Tax Agencies Reporting 1. Graph and Report Preferences 2. Using QuickReports 3. Using QuickZoom 4. Preset Reports 5. Modifying a Report 6. Rearranging and Resizing Report Columns 7. Memorizing a Report 8. Memorized Report Groups 9. Printing Reports 10. Batch Printing Forms 11.Exporting Reports to Excel 12. Saving Forms and Reports as PDF Files 13. Comment on a Report 14. Process Multiple Reports 15. Scheduled Reports Using Graphs 1. Using Graphs 2. Company Snapshot Customizing Forms 1. Creating New Form Templates 2. Performing Basic Customization 3. Performing Additional Customization 4. The Layout Designer 5. Changing the Grid and Margins in the Layout Designer 6. Selecting Objects in the Layout Designer 7. Moving and Resizing Objects in the Layout Designer 8. Formatting Objects in the Layout Designer 9. Copying Objects and Formatting in the Layout Designer 10. Adding and Removing Objects in the Layout Designer 11. Aligning and Stacking Objects in the Layout Designer 12. Resizing Columns in the Layout Designer Estimating 1. Creating a Job 2. Creating an Estimate 3. Duplicating Estimates 4. Invoicing From Estimates 5. Updating Job Statuses 6. Inactivating Estimates 7. Making Purchases for a Job 8. Invoicing for Job Costs 9. Using Job Reports Time Tracking 1. Tracking Time and Printing a Blank Timesheet 2. Weekly Timesheets 3. Time/Enter Single Activity 4. Invoicing from Time Data 5. Using Time Reports 6. Tracking Vehicle Mileage 7. Charging Customers for Mileage Payroll 1. The Payroll Process 2. Creating Payroll Items 3. Setting Employee Defaults 4. Setting Up Employee Payroll Information 5. Creating Payroll Schedules 6. Creating Scheduled Paychecks 7. Creating Unscheduled Paychecks 8. Creating Termination Paychecks 9. Voiding Paychecks 10. Tracking Your Tax Liabilities 11. Paying Your Payroll Tax Liabilities 12. Adjusting Payroll Liabilities 13. Entering Liability Refund Checks 14. Process Payroll Forms 15. Tracking Workers Compensation Using Credit Card Accounts 1. Creating Credit Card Accounts 2. Entering Credit Card Charges 3. Reconciling and Paying Credit Cards Assets and Liabilities 1. Assets and Liabilities 2. Creating and Using an Other Current Asset Account 3. Removing Value from Other Current Asset Accounts 4. Creating Fixed Asset Accounts 5. Creating Liability Accounts 6. Setting the Original Cost of Fixed Assets 7. Tracking Depreciation 8. The Fixed Asset Item List Equity Accounts 1. Equity Accounts 2. Recording an Owner’s Draw 3. Recording a Capital Investment Writing Letters With QuickBooks 1. Using the Letters and Envelopes Wizard 2. Editing Letter Templates Company Management 1. Viewing Your Company Information 2. Setting Up Budgets 3. Using the To Do List 4. Using Reminders and Setting Preferences 5. Making General Journal Entries 6. Using Payment Reminders 7. Receipt Management Using QuickBooks Tools 1. Company File Cleanup 2. Exporting and Importing List Data Using IIF Files 3. Advanced Importing of Excel Data 4. Updating QuickBooks 5. Using the Calculator 6. Using the Portable Company Files 7. Using the Calendar 8. The Income Tracker 9. The Bill Tracker 10. The Lead Center 11. Moving QuickBooks Desktop Using the Migrator Tool Using the Accountant’s Review 1. Creating an Accountant’s Copy 2. Transferring an Accountant’s Copy 3. Importing Accountant’s 4. Removing Restrictions Using the Help Menu 1. Using Help Creating a Legal Company File 1. Making a Legal Company Using Express Start 2. Making a Legal Company Using the EasyStep Interview 3. Reviewing the Default Chart of Accounts 4. Entering Vendors 5. Entering Clients and Cases 6. Enabling Class Tracking for Law Firms 7. Creating Billing Line Items Setting up a Trust Account 1. What is an IOLTA? 2. Creating Accounts for Trust Management 3. Creating Items for Trust Management Managing a Trust Account 1. Depositing Client Money into the Client Trust Account 2. Entering Bills to Pay from the Trust Account 3. Recording Bills for Office Expenses 4. Paying Bills from the Client Trust Account 5. Using a Client Trust Credit Card 6. Time Tracking and Invoicing for Legal Professionals 7. Paying the Law Firm’s Invoices Using the Client Funds 8. Refunding Unused Client Trust Account Funds 9. Escheated Trust Funds Trust Account Reporting 1. Creating a Trust Account Liability Proof Report 2. Creating a Trust Liability Balances by Client Report 3. Creating a Client Ledger Report 4. Creating an Account Journal Report
Download or read book QuickBooks Pro 2020 for Lawyers Training Manual Classroom in a Book written by TeachUcomp and published by TeachUcomp Inc.. This book was released on 2019-10-27 with total page 344 pages. Available in PDF, EPUB and Kindle. Book excerpt: Complete classroom training manuals for QuickBooks Pro 2020 for Lawyers. Full classroom manual in one book. 344 pages and 212 individual topics. Includes practice exercises and keyboard shortcuts. You will learn how to create and effectively manage a legal company file as well as use QuickBooks for trust accounting. In addition, you’ll receive our complete QuickBooks curriculum. Topics Covered: The QuickBooks Environment 1. The Home Page and Insights Tabs 2. The Centers 3. The Menu Bar and Keyboard Shortcuts 4. The Open Window List 5. The Icon Bar 6. Customizing the Icon Bar 7. The Chart of Accounts 8. Accounting Methods 9. Financial Reports Creating a QuickBooks Company File 1. Using Express Start 2. Using the EasyStep Interview 3. Returning to the Easy Step Interview 4. Creating a Local Backup Copy 5. Restoring a Company File from a Local Backup Copy 6. Setting Up Users 7. Single and Multiple User Modes 8. Closing Company Files 9. Opening a Company File Using Lists 1. Using Lists 2. The Chart of Accounts 3. The Customers & Jobs List 4. The Employees List 5. The Vendors List 6. Using Custom Fields 7. Sorting List 8. Inactivating and Reactivating List Items 9. Printing Lists 10. Renaming & Merging List Items 11. Adding Multiple List Entries from Excel Setting Up Sales Tax 1. The Sales Tax Process 2. Creating Tax Agencies 3. Creating Individual Sales Tax Items 4. Creating a Sales Tax Group 5. Setting Sales Tax Preferences 6. Indicating Taxable & Non-taxable Customers and Items Setting Up Inventory Items 1. Setting Up Inventory 2. Creating Inventory Items 3. Creating a Purchase Order 4. Receiving Items with a Bill 5. Entering Item Receipts 6. Matching Bills to Item Receipts 7. Adjusting Inventory Setting Up Other Items 1. Service Items 2. Non-Inventory Items 3. Other Charges 4. Subtotals 5. Groups 6. Discounts 7. Payments 8. Changing Item Prices Basic Sales 1. Selecting a Sales Form 2. Creating an Invoice 3. Creating Batch Invoices 4. Creating a Sales Receipt 5. Finding Transaction Forms 6. Previewing Sales Forms 7. Printing Sales Forms Using Price Levels 1. Using Price Levels Creating Billing Statements 1. Setting Finance Charge Defaults 2. Entering Statement Charges 3. Applying Finance Charges and Creating Statements Payment Processing 1. Recording Customer Payments 2. Entering a Partial Payment 3. Applying One Payment to Multiple Invoices 4. Entering Overpayments 5. Entering Down Payments or Prepayments 6. Applying Customer Credits 7. Making Deposits 8. Handling Bounced Checks 9. Automatically Transferring Credits Between Jobs 10. Manually Transferring Credits Between Jobs Handling Refunds 1. Creating a Credit Memo and Refund Check 2. Refunding Customer Payments Entering and Paying Bills 1. Setting Billing Preferences 2. Entering Bills 3. Paying Bills 4. Early Bill Payment Discounts 5. Entering a Vendor Credit 6. Applying a Vendor Credit Using Bank Accounts 1. Using Registers 2. Writing Checks 3. Writing a Check for Inventory Items 4. Printing Checks 5. Transferring Funds 6. Reconciling Accounts 7. Voiding Checks Paying Sales Tax 1. Sales Tax Reports 2. Using the Sales Tax Payable Register 3. Paying Your Tax Agencies Reporting 1. Graph and Report Preferences 2. Using QuickReports 3. Using QuickZoom 4. Preset Reports 5. Modifying a Report 6. Rearranging and Resizing Report Columns 7. Memorizing a Report 8. Memorized Report Groups 9. Printing Reports 10. Batch Printing Forms 11.Exporting Reports to Excel 12. Saving Forms and Reports as PDF Files 13. Comment on a Report 14. Process Multiple Reports 15. Scheduled Reports Using Graphs 1. Using Graphs 2. Company Snapshot Customizing Forms 1. Creating New Form Templates 2. Performing Basic Customization 3. Performing Additional Customization 4. The Layout Designer 5. Changing the Grid and Margins in the Layout Designer 6. Selecting Objects in the Layout Designer 7. Moving and Resizing Objects in the Layout Designer 8. Formatting Objects in the Layout Designer 9. Copying Objects and Formatting in the Layout Designer 10. Adding and Removing Objects in the Layout Designer 11. Aligning and Stacking Objects in the Layout Designer 12. Resizing Columns in the Layout Designer Estimating 1. Creating a Job 2. Creating an Estimate 3. Duplicating Estimates 4. Invoicing From Estimates 5. Updating Job Statuses 6. Inactivating Estimates 7. Making Purchases for a Job 8. Invoicing for Job Costs 9. Using Job Reports Time Tracking 1. Tracking Time and Printing a Blank Timesheet 2. Weekly Timesheets 3. Time/Enter Single Activity 4. Invoicing from Time Data 5. Using Time Reports 6. Tracking Vehicle Mileage 7. Charging Customers for Mileage Payroll 1. The Payroll Process 2. Creating Payroll Items 3. Setting Employee Defaults 4. Setting Up Employee Payroll Information 5. Creating Payroll Schedules 6. Creating Scheduled Paychecks 7. Creating Unscheduled Paychecks 8. Creating Termination Paychecks 9. Voiding Paychecks 10. Tracking Your Tax Liabilities 11. Paying Your Payroll Tax Liabilities 12. Adjusting Payroll Liabilities 13. Entering Liability Refund Checks 14. Process Payroll Forms 15. Tracking Workers Compensation Using Credit Card Accounts 1. Creating Credit Card Accounts 2. Entering Credit Card Charges 3. Reconciling and Paying Credit Cards Assets and Liabilities 1. Assets and Liabilities 2. Creating and Using an Other Current Asset Account 3. Removing Value from Other Current Asset Accounts 4. Creating Fixed Asset Accounts 5. Creating Liability Accounts 6. Setting the Original Cost of Fixed Assets 7. Tracking Depreciation 8. The Loan Manager 9. The Fixed Asset Item List Equity Accounts 1. Equity Accounts 2. Recording an Owner’s Draw 3. Recording a Capital Investment Writing Letters With QuickBooks 1. Using the Letters and Envelopes Wizard 2. Editing Letter Templates Company Management 1. Viewing Your Company Information 2. Setting Up Budgets 3. Using the To Do List 4. Using Reminders and Setting Preferences 5. Making General Journal Entries 6. Using the Cash Flow Projector 7. Using Payment Reminders Using QuickBooks Tools 1. Company File Cleanup 2. Exporting and Importing List Data Using IIF Files 3. Advanced Importing of Excel Data 4. Updating QuickBooks 5. Using the Calculator 6. Using the Portable Company Files 7. Using the Calendar 8. The Income Tracker 9. The Bill Tracker 10. The Lead Center 11. Moving QuickBooks Desktop Using the Migrator Tool Using the Accountant’s Review 1. Creating an Accountant’s Copy 2. Transferring an Accountant’s Copy 3. Importing Accountant’s 4. Removing Restrictions Using the Help Menu 1. Using Help Creating a Legal Company File 1. Making a Legal Company Using Express Start 2. Making a Legal Company Using the EasyStep Interview 3. Reviewing the Default Chart of Accounts 4. Entering Vendors 5. Entering Clients and Cases 6. Enabling Class Tracking for Law Firms 7. Creating Billing Line Items Setting up a Trust Account 1. What is an IOLTA? 2. Creating Accounts for Trust Management 3. Creating Items for Trust Management Managing a Trust Account 1. Depositing Client Money into the Client Trust Account 2. Entering Bills to Pay from the Trust Account 3. Recording Bills for Office Expenses 4. Paying Bills from the Client Trust Account 5. Using a Client Trust Credit Card 6. Time Tracking and Invoicing for Legal Professionals 7. Paying the Law Firm’s Invoices Using the Client Funds 8. Refunding Unused Client Trust Account Funds 9. Escheated Trust Funds Trust Account Reporting 1. Creating a Trust Account Liability Proof Report 2. Creating a Trust Liability Balances by Client Report 3. Creating a Client Ledger Report 4. Creating an Account Journal Report
Download or read book Sage 50 Accounting 2023 Training Manual Classroom in a Book written by TeachUcomp Inc. and published by TeachUcomp Inc.. This book was released on 2023-10-05 with total page 247 pages. Available in PDF, EPUB and Kindle. Book excerpt: Complete classroom training manuals for Sage 50 Accounting. Two manuals (Introductory and Advanced) in one book. 247 pages and 130 individual topics. Includes practice exercises and keyboard shortcuts. You will learn how to setup a company file, work with payroll, sales tax, job tracking, advanced reporting and much more. Getting Acquainted with Sage 50 1. The Sage 50 Environment 2. The Sage 50 Navigation Centers 3. Using the Menu Bar 4. Customizing Shortcuts 5. Learning Common Business Terms Setting Up a Company 1. Creating a Sage 50 Company 2. Converting a Company 3. Setting Customer Defaults 4. Setting Vendor Defaults 5. Setting Inventory Defaults 6. The Payroll Setup Wizard 7. Setting Employee Defaults 8. Setting Job Defaults 9. Making a Local Backup 10. Making a Cloud Backup 11. Restoring from a Local Backup File 12. Restoring from a Cloud Backup File 13. Setting Up Security and Creating Users 14. Configuring Automatic Backups 15. Configuring Automatic Cloud Backups Using the General Ledger 1. General Ledger Default Settings 2. Adding Accounts 3. Deleting and Inactivating Accounts 4. Adding Beginning Balances to Accounts 5. Using Lists 6. Adding General Journal Entries 7. Basic General Ledger Reports 8. Entering Account Budgets 9. The Cash Account Register Using Sales Tax 1. The Sales Tax Wizard 2. Collecting Sales Tax 3. Paying Sales Taxes Entering Records 1. Entering Customer Records 2. Entering Customer Beginning Balances 3. Entering Vendor Records 4. Entering Vendor Beginning Balances 5. Entering Inventory 6. Entering Inventory Beginning Balances 7. Changing a Record ID Accounts Receivable 1. Setting Statement and Invoice Defaults 2. Quotes, Sales Orders, Proposals and Invoicing 3. Entering Quotes 4. Converting Quotes 5. The Sales Orders Window 6. The Proposals Window 7. The Sales/Invoicing Window 8. Printing and Emailing Invoices 9. Entering and Applying Credit Memos 10. The Receive Money Window 11. Statements and Finance Charges 12. Selecting Deposits Accounts Payable 1. The Purchase Orders Window 2. Entering a Drop Shipment 3. Select for Purchase Orders 4. The Purchases/Receive Inventory Window 5. The Payments Window 6. The Select For Payment Window 7. Entering Vendor Credit Memos Managing Inventory 1. Building and Unbuilding Assemblies 2. Making Inventory Adjustments 3. Changing Item Prices Creating Payroll 1. Adding Employees 2. Adding Employee Beginning Balances 3. Performance Reviews and Raise History 4. Paying a Group of Employees 5. Paying an Employee Account Management 1. Writing Checks 2. Voiding Checks 3. Reconciling Bank Accounts 4. Changing the Accounting Period Job Tracking 1. Setting Up a Job 2. Creating Custom Fields for Jobs 3. Creating Phases for Jobs 4. Creating Cost Codes for Phases 5. Entering Beginning Balances for a Job 6. Making Purchases for a Job 7. Invoicing for Job Purchases 8. Job Tracking 9. Entering Change Orders for a Job Time and Billing 1. Adding Time Ticket Employees 2. Entering Activity Items 3. Entering Charge Items 4. Entering Time Tickets 5. Entering Expense Tickets 6. Billing Time and Expense Tickets Settings and Tools 1. Changing the Company Info and Posting Methods 2. Posting and Unposting 3. Memorized Transactions 4. Using the Purge Wizard 5. Using the Year-End Wizard 6. Data Verification 7. Updating Encryption 8. Archiving a Company 9. Using and Restoring an Archive Company 10. Sharing a Company Using Remote Data Access 11. Connect to a Shared Company Using Remote Data Access 12. Managing User and File Access Using Remote Data Access 13. Finding Transactions 14. Sync Data in Microsoft 365 15. Email Setup 16. Writing Letters Reporting 1. The Cash Flow Manager 2. The Collection Manager 3. The Payment Manager 4. The Financial Manager 5. Find on Report 6. Previewing and Printing Preset Reports 7. Report Groups 8. Modifying Reports 9. Exporting Reports to Excel 10. Importing and Exporting Data 11. Exporting Reports to PDF 12. Modifying Task Window Screen Templates 13. Modifying Forms The Internal Accounting Review 1. Using the Internal Accounting Review Action Items 1. Events 2. To-Do Items 3. Alerts Options 1. Changing Global Options 2. Changing the System Date Assets and Liabilities 1. Assets and Liabilities 2. Creating an Other Current Assets Account 3. Subtracting Value from an Other Current Assets Account 4. Creating a Fixed Assets Account 5. Accumulated Depreciation 6. Liability Accounts 7. Paying on a Long Term Liability 8. Equity Help 1. Using Search and Help Topics 2. Using the Sage 50 User’s Guide
Download or read book Adobe Acrobat DC Training Manual Classroom in a Book written by TeachUcomp and published by TeachUcomp Inc.. This book was released on 2019-10-27 with total page 315 pages. Available in PDF, EPUB and Kindle. Book excerpt: Complete classroom training manual for Adobe Acrobat DC. 315 pages and 163 individual topics. Includes practice exercises and keyboard shortcuts. Professionally developed and sold all over the world, these materials are provided in full-color PDF format with not-for-profit reprinting rights and offer clear, concise, and easy-to-use instructions. You will learn PDF creation, advanced PDF settings, exporting and rearranging PDFs, collaboration, creating forms, document security, and much more. Topics Covered: Getting Acquainted with Acrobat 1. Introduction to Adobe Acrobat Pro and PDFs 2. The Acrobat Environment 3. The Acrobat Home View 4. The Acrobat Tools View 5. The Acrobat Document View 6. The Menu Bar 7. Toolbars in Acrobat 8. The Common Tools Toolbar 9. Customizing the Common Tools Toolbar 10. Customizing the Quick Tools Toolbar 11. The Page Controls Toolbar 12. Resetting All Customizable Toolbars 13. Showing and Hiding All Toolbars and the Menu Bar 14. The Navigation Pane 15. The Tools Center 16. Customizing the Tools Pane Opening and Viewing PDFs 1. Opening PDFs 2. Selecting and Copying Text and Graphics 3. Rotating Pages 4. Changing the Viewing Options 5. Using the Zoom Tools 6. Reviewing Preferences 7. Finding Words and Phrases 8. Searching a PDF and Using the Search Pane 9. Sharing PDFs by Email 10. Sharing PDFs with Adobe Send and Track Creating PDFs 1. Creating New PDFs 2. Creating PDFs from a File 3. Creating PDFs from Multiple Files 4. Creating Multiple PDF Files at Once 5. Creating PDFs from Scanned Documents 6. Creating PDFs Using the PDF Printer 7. Creating PDFs from Web Pages Using a Browser 8. Creating PDFs from Web Pages Using Acrobat 9. Creating PDFs from the Clipboard 10. Creating PDFs Using Microsoft Office 11. Creating PDFs in Excel, PowerPoint, and Word 12. Creating PDFs in Adobe Applications 13. Creating PDFs in Outlook 14. Converting Folders to PDF in Outlook Custom PDF Creation Settings 1. PDF Preferences in Excel, PowerPoint, and Word 2. Adobe PDF Settings 3. Creating and Modifying Preset Adobe PDF Settings 4. The General Category in Preset Adobe PDF Settings 5. The Images Category in Preset Adobe PDF Settings 6. The Fonts Category in Preset Adobe PDF Settings 7. The Color Category in Preset Adobe PDF Settings 8. The Advanced Category in Preset Adobe PDF Settings 9. The Standards Category in Preset Adobe PDF Settings 10. Create PDF and Email in Excel, PowerPoint, and Word 11. Mail Merge and Email in Word 12. Create and Review in Excel, PowerPoint, and Word 13. Importing Acrobat Comments in Word 14. Embed Flash in PowerPoint and Word 15. PDF Settings and Automatic Archival in Outlook Basic PDF Editing 1. Initial View Settings for PDFs 2. Full Screen Mode 3. The Edit PDF Tool 4. Adding, Formatting, Resizing, Rotating and Moving Text 5. Editing Text 6. Managing Text Flow with Articles 7. Adding and Editing Images 8. Changing the Page Number Display 9. Cropping Pages and Documents Advanced PDF Settings 1. Adding and Removing Watermarks 2. Adding and Removing Page Backgrounds 3. Adding Headers and Footers 4. Attaching Files to a PDF 5. Adding Metadata 6. Optimizing a PDF for File Size and Compatibility Bookmarks 1. Using Bookmarks in a PDF 2. Modifying and Organizing Bookmarks 3. Assigning Actions to Bookmarks Adding Multimedia Content and Interactivity 1. Creating and Editing Buttons 2. Adding Video, Sound, and SWF Files 3. Adding 3D Content to PDFs 4. Adding Page Transitions Combining and Rearranging PDFs 1. Extracting and Replacing Pages 2. Splitting a PDF into Multiple Files 3. Inserting Pages from Files and Other Sources 4. Moving and Copying Pages 5. Combining PDFs Exporting and Converting Content 1. Exporting Text 2. Exporting Images 3. Exporting PDFs to Microsoft Word 4. Exporting PDFs to Microsoft Excel 5. Exporting PDFs to Microsoft PowerPoint Collaborating 1. Methods of Collaborating 2. Sending for Email Review 3. Sending for Shared Review 4. Reviewing Documents 5. Adding Comments and Annotation 6. The Comment Pane 7. Advanced Comments List Option Commands 8. Enabling Extended Commenting in Acrobat Reader 9. Using Drawing Tools 10. Stamping and Creating Custom Stamps 11. Importing Changes in a Review 12. Using Tracker to Manage PDF Reviews Creating and Working With Portfolios 1. Creating a PDF Portfolio 2. PDF Portfolio Views 3. Using Layout View 4. Managing Portfolio Content 5. Using Details View 6. Setting Portfolio Properties Getting Started With Forms 1. Creating a Form from an Existing PDF 2. Designing a Form in Microsoft Word 3. Creating a Form from a Scanned Document 4. Creating Forms from Image Files 5. Creating Text Fields 6. Creating Radio Buttons and Checkboxes 7. Creating Drop-Down and List Boxes 8. Creating Buttons 9. Creating a Digital Signature Field 10. General Properties of Form Fields 11. Appearance Properties of Form Fields 12. Position Properties of Form Fields 13. Options Properties of Form Fields 14. Actions Properties of Form Fields 15. Selection Change and Signed Properties of Form Fields 16. Format Properties of Form Fields 17. Validate Properties of Form Fields 18. Calculate Properties of Form Fields 19. Align, Center, Match Size, and Distribute Form Fields 20. Setting Form Field Tab Order 21. Enabling Users and Readers to Save Forms 22. Distributing Forms 23. Responding to a Form 24. Collecting Distributed Form Responses 25. Managing a Form Response File 26. Using Tracker with Forms Professional Print Production 1. Overview of Print Production Support 2. Previewing Color Separations 3. Color Management and Conversion 4. Using the Object Inspector 5. Using the Preflight Dialog Box 6. Correcting Hairlines 7. Saving as a Standards-Compliant PDF Scanning and Optical Character Recognition 1. Recognizing Text in a Scanned PDF 2. Recognizing Text in PDFs 3. Reviewing and Correcting OCR Suspects Automating Routine Tasks 1. Using Actions 2. Creating Custom Actions 3. Editing and Deleting Custom Actions 4. Sharing Actions Document Protection and Security 1. Methods of Securing a PDF 2. Password-Protecting a PDF 3. Creating and Registering Digital IDs 4. Using Certificate Encryption 5. Creating a Digital Signature 6. Digitally Signing a PDF 7. Certifying a PDF 8. Signing Documents with Adobe Sign 9. Getting Others to Sign Documents 10. Redacting Content in a PDF 11. Redaction Properties 12. Revealing and Clearing Hidden Information Adobe Reader and Document Cloud 1. Opening and Navigating PDFs in Reader 2. Adding Comments 3. Digitally Signing a PDF 4. Adobe Document Cloud Adobe Acrobat Help 1. Adobe Acrobat Help
Download or read book Word for Microsoft 365 Training Manual Classroom in a Book written by TeachUcomp and published by TeachUcomp Inc.. This book was released on 2024-03-26 with total page 369 pages. Available in PDF, EPUB and Kindle. Book excerpt: Complete classroom training manual for Word for Microsoft 365. Includes 369 pages and 210 individual topics. Includes practice exercises and keyboard shortcuts. You will learn document creation, editing, proofing, formatting, styles, themes, tables, mailings, and much more. Topics Covered: CHAPTER 1- Getting Acquainted with Word 1.1- About Word 1.2- The Word Environment 1.3- The Title Bar 1.4- The Ribbon 1.5- The “File” Tab and Backstage View 1.6- The Quick Access Toolbar 1.7- Touch Mode 1.8- The Ruler 1.9- The Scroll Bars 1.10- The Document View Buttons 1.11- The Zoom Slider 1.12- The Status Bar 1.13- The Mini Toolbar 1.14- Keyboard Shortcuts CHAPTER 2- Creating Basic Documents 2.1- Opening Documents 2.2- Closing Documents 2.3- Creating New Documents 2.4- Saving Documents 2.5- Recovering Unsaved Documents 2.6- Entering Text 2.7- Moving through Text 2.8- Selecting Text 2.9- Non-Printing Characters 2.10- Working with Word File Formats 2.11- AutoSave Online Documents CHAPTER 3- Document views 3.1- Changing Document Views 3.2- Showing and Hiding the Ruler 3.3- Showing and Hiding Gridlines 3.4- Using the Navigation Pane 3.5- Zooming the Document 3.6- Opening a Copy of a Document in a New Window 3.7- Arranging Open Document Windows 3.8- Split Window 3.9- Comparing Open Documents 3.10- Switching Open Documents 3.11- Switching to Full Screen Mode CHAPTER 4- Basic Editing Skills 4.1- Deleting Text 4.2- Cutting, Copying, and Pasting 4.3- Undoing and Redoing Actions 4.4- Finding and Replacing Text 4.5- Selecting Text and Objects CHAPTER 5- BASIC PROOFING Tools 5.1- The Spelling and Grammar Tool 5.2- Setting Default Proofing Options 5.3- Using the Thesaurus 5.4- Finding the Word Count 5.5- Translating Documents 5.6- Read Aloud in Word CHAPTER 6- FONT Formatting 6.1- Formatting Fonts 6.2- The Font Dialog Box 6.3- The Format Painter 6.4- Applying Styles to Text 6.5- Removing Styles from Text CHAPTER 7- Formatting Paragraphs 7.1- Aligning Paragraphs 7.2- Indenting Paragraphs 7.3- Line Spacing and Paragraph Spacing CHAPTER 8- Document Layout 8.1- About Documents and Sections 8.2- Setting Page and Section Breaks 8.3- Creating Columns in a Document 8.4- Creating Column Breaks 8.5- Using Headers and Footers 8.6- The Page Setup Dialog Box 8.7- Setting Margins 8.8- Paper Settings 8.9- Layout Settings 8.10- Adding Line Numbers 8.11- Hyphenation Settings CHAPTER 9- Using Templates 9.1- Using Templates 9.2- Creating Personal Templates CHAPTER 10- Printing Documents 10.1- Previewing and Printing Documents CHAPTER 11- Helping Yourself 11.1- Microsoft Search in Word 11.2- Using Word Help 11.3- Smart Lookup CHAPTER 12- Working with Tabs 12.1- Using Tab Stops 12.2- Using the Tabs Dialog Box CHAPTER 13- Pictures and Media 13.1- Inserting Online Pictures and Stock Images 13.2- Inserting Your Own Pictures 13.3- Using Picture Tools 13.4- Using the Format Picture Task Pane 13.5- Fill & Line Settings 13.6- Effects Settings 13.7- Alt Text 13.8- Picture Settings 13.9- Inserting Screenshots 13.10- Inserting Screen Clippings 13.11- Inserting Online Video 13.12- Inserting Icons 13.13- Inserting 3D Models 13.14- Formatting 3D Models CHAPTER 14- DRAWING OBJECTS 14.1- Inserting Shapes 14.2- Inserting WordArt 14.3- Inserting Text Boxes 14.4- Formatting Shapes 14.5- The Format Shape Task Pane 14.6- Inserting SmartArt 14.7- Design and Format SmartArt 14.8- Inserting Charts CHAPTER 15- USING BUILDING BLOCKS 15.1- Creating Building Blocks 15.2- Using Building Blocks CHAPTER 16- Styles 16.1- About Styles 16.2- Applying Styles 16.3- Showing Headings in the Navigation Pane 16.4- The Styles Task Pane 16.5- Clearing Styles from Text 16.6- Creating a New Style 16.7- Modifying an Existing Style 16.8- Selecting All Instances of a Style in a Document 16.9- Renaming Styles 16.10- Deleting Custom Styles 16.11- Using the Style Inspector Pane 16.12- Using the Reveal Formatting Pane CHAPTER 17- Themes and style sets 17.1- Applying a Theme 17.2- Applying a Style Set 17.3- Applying and Customizing Theme Colors 17.4- Applying and Customizing Theme Fonts 17.5- Selecting Theme Effects CHAPTER 18- PAGE BACKGROUNDS 18.1- Applying Watermarks 18.2- Creating Custom Watermarks 18.3- Removing Watermarks 18.4- Selecting a Page Background Color or Fill Effect 18.5- Applying Page Borders CHAPTER 19- BULLETS AND NUMBERING 19.1- Applying Bullets and Numbering 19.2- Formatting Bullets and Numbering 19.3- Applying a Multilevel List 19.4- Modifying a Multilevel List Style CHAPTER 20- Tables 20.1- Using Tables 20.2- Creating Tables 20.3- Selecting Table Objects 20.4- Inserting and Deleting Columns and Rows 20.5- Deleting Cells and Tables 20.6- Merging and Splitting Cells 20.7- Adjusting Cell Size 20.8- Aligning Text in Table Cells 20.9- Converting a Table into Text 20.10- Sorting Tables 20.11- Formatting Tables 20.12- Inserting Quick Tables CHAPTER 21- Table formulas 21.1- Inserting Table Formulas 21.2- Recalculating Word Formulas 21.3- Viewing Formulas Vs. Formula Results 21.4- Inserting a Microsoft Excel Worksheet CHAPTER 22- Inserting page elements 22.1- Inserting Drop Caps 22.2- Inserting Equations 22.3- Inserting Ink Equations 22.4- Inserting Symbols 22.5- Inserting Bookmarks 22.6- Inserting Hyperlinks CHAPTER 23- Outlines 23.1- Using Outline View 23.2- Promoting and Demoting Outline Text 23.3- Moving Selected Outline Text 23.4- Collapsing and Expanding Outline Text CHAPTER 24- MAILINGS 24.1- Mail Merge 24.2- The Step by Step Mail Merge Wizard 24.3- Creating a Data Source 24.4- Selecting Recipients 24.5- Inserting and Deleting Merge Fields 24.6- Error Checking 24.7- Detaching the Data Source 24.8- Finishing a Mail Merge 24.9- Mail Merge Rules 24.10- The Ask Mail Merge Rule 24.11- The Fill-in Mail Merge Rule 24.12- The If…Then…Else Mail Merge Rule 24.13- The Merge Record # Mail Merge Rule 24.14- The Merge Sequence # Mail Merge Rule 24.15- The Next Record Mail Merge Rule 24.16- The Next Record If Mail Merge Rule 24.17- The Set Bookmark Mail Merge Rule 24.18- The Skip Record If Mail Merge Rule 24.19- Deleting Mail Merge Rules in Word CHAPTER 25- SHARING DOCUMENTS 25.1- Sharing Documents in Word Using Co-authoring 25.2- Inserting Comments 25.3- Sharing by Email 25.4- Posting to a Blog 25.5- Saving as a PDF or XPS File 25.6- Saving as a Different File Type CHAPTER 26- CREATING A TABLE OF CONTENTS 26.1- Creating a Table of Contents 26.2- Customizing a Table of Contents 26.3- Updating a Table of Contents 26.4- Deleting a Table of Contents CHAPTER 27- CREATING AN INDEX 27.1- Creating an Index 27.2- Customizing an Index 27.3- Updating an Index CHAPTER 28- CITATIONS AND BIBLIOGRAPHY 28.1- Select a Citation Style 28.2- Insert a Citation 28.3- Insert a Citation Placeholder 28.4- Inserting Citations Using the Researcher Pane 28.5- Managing Sources 28.6- Editing Sources 28.7- Creating a Bibliography CHAPTER 29- CAPTIONS 29.1- Inserting Captions 29.2- Inserting a Table of Figures 29.3- Inserting a Cross-reference 29.4- Updating a Table of Figures CHAPTER 30- CREATING FORMS 30.1- Displaying the Developer Tab 30.2- Creating a Form 30.3- Inserting Controls 30.4- Repeating Section Content Control 30.5- Adding Instructional Text 30.6- Protecting a Form CHAPTER 31- MAKING MACROS 31.1- Recording Macros 31.2- Running and Deleting Recorded Macros 31.3- Assigning Macros CHAPTER 32- WORD OPTIONS 32.1- Setting Word Options 32.2- Setting Document Properties 32.3- Checking Accessibility CHAPTER 33- DOCUMENT SECURITY 33.1- Applying Password Protection to a Document 33.2- Removing Password Protection from a Document 33.3- Restrict Editing within a Document 33.4- Removing Editing Restrictions from a Document
Download or read book Word XP Legal Module II written by Donna Brown and published by . This book was released on 2003-01-01 with total page 336 pages. Available in PDF, EPUB and Kindle. Book excerpt: Microsoft Word XP training manual for legal professionals who are migrating from or who also use WordPerfect. The courseware focuses on advanced word processing tasks used regularly in a law office and provides practical, hands-on experience. Includes creating templates, working with automatic numbering and advanced formatting tools. You will learn how to create templates; manage and customize automatic numbering; format tables; generate tables of contents and authorities; use track changes and compare documents; use mail merge; and customize Word.
Download or read book Word 2003 Legal Module II written by Donna Brown and published by . This book was released on 2004-01-01 with total page 336 pages. Available in PDF, EPUB and Kindle. Book excerpt: Microsoft Word 2003 training manual for legal professionals who are migrating from or who also use WordPerfect. The courseware focuses on advanced word processing tasks used regularly in a law office and provides practical, hands-on experience. Includes creating templates, working with automatic numbering and advanced formatting tools. You will learn how to create templates; manage and customize automatic numbering; format tables; generate tables of contents and authorities; use track changes and compare documents; use mail merge; and customize Word.
Download or read book The Lawyer s Guide to Microsoft Word 2007 written by Ben M. Schorr and published by American Bar Association. This book was released on 2009 with total page 254 pages. Available in PDF, EPUB and Kindle. Book excerpt: Microsoft Word is one of the most used applications in the Microsoft Office suite. This handy reference includes clear explanations, legal-specific descriptions, and time-saving tips for getting the most out of Microsoft Word and customizing it for the needs of today's legal professional. Focusing on the tools and features that are essential for lawyers in their practice, this book explains the key components to help make lawyers more effective, more efficient, and more successful.
Download or read book Word 2003 Legal Module I written by Donna Brown and published by . This book was released on 2004-01-01 with total page 347 pages. Available in PDF, EPUB and Kindle. Book excerpt: Microsoft Word 2003 training manual designed for legal professionals who are migrating from or who also use WordPerfect. The courseware focuses on tasks used regularly in a law office and provides practical, hands-on experience. Includes managing documents in Word and use of Words formatting and automation features. You will learn how to manage documents; edit and format documents; use, create and modify styles; manage headers and footers; and work with sections.