MAKING EXCEL WORK FOR YOU
Getting Started with Easy Accounting
All tasks and reports are accessed by means of the Easy Accounting Tab added to the Excel Ribbon. The use of each button should be obvious, but I’ll explain each one as we go along.
First start by adding your business details to the set up page. Open this page by clicking the Set Up button in the main Group of the new Tab in your Ribbon. Now simply enter information about your business. After you have done this your business name, etc will be on any reports, invoices etc. that you produce. There are a few items that need pointing out.
That’s all the information required to set up the accounts for your business. The button below labelled Categories allows you to view the list of Expense and Income categories or Cost Codes, you will see the benefit of these when we get to Financial reports. There is a default list of Expense categories included and it should not be necessary to change these. There are a number that you change listed as Other Expense, but remember once you have changed one of them do not change it again.
© Roy Cox 2005 to 2013
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