Invoicing, Accounting, Business Planning by Excel

Invoicing, Accounting, Business Planning by Excel

So, let's talk about Invoicing, Accounting, Business Planning by Excel. This is an Excel workbook that’s totally ready to handle all your business accounting needs. If you run a business, you know how important it is to keep accurate numbers for accounts and client info. This tool makes that super easy!

Getting Started with Excel

First off, you'll need Microsoft Office installed on your computer since this workbook runs on Excel. Once it's set up, just launch it! No complicated integrations are needed. You’ll find lots of spreadsheets inside—most come with handy formulas to do the math for you.

Company Info at Your Fingertips

The first spreadsheet has all the general company info you need to fill out. Plus, there are cells that update automatically based on what you input. You can track things like balance accounts, trade debtors and creditors, customers and suppliers, projects—you name it!

Easily Manage Clients and Projects

This workbook also makes managing clients and projects a breeze! There are specific worksheets designed just for generating reports. For instance, you can see customer and supplier sub-accounts based on item names and numbers.

Your General Ledger Awaits

The general ledger sheet is where all the magic happens! You can hide or show elements to analyze everything better and even insert or copy journal entries as needed.

Budgeting Made Easy

You’ll find loads of management options throughout these sheets. The budget salary feature helps you plan salary expenses each year while tracking development and production according to item inventory and budget. Oh! And there's a Gantt timeline too—it gives a clear overview of your whole business plan.

Create Invoices Like a Pro

Let’s not forget about creating invoices for employees; that’s super important in accounting! Luckily, this workbook has a dedicated module just for that.

Stay On Track with Goals and Timelines

And because we all know time is money, there’s a Goal and Timeline Planner included too—this ensures every project is completed on time!

Invoicing, Accounting, Business Planning by Excel might not magically boost your numbers overnight but trust me; it will give your accountant a much-needed helping hand. With this tool, they can get more done in less time while making fewer mistakes!

If you're interested in trying it out yourself for download,check it out here!