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| Excel templates can be great time savers !! Did you know that Microsoft Excel provides FREE Excel templates pre-installed and available for your use. In this month's newsletter we will demonstrate how useful these standard templates can be. To access the standard templates pre-installed with Excel, select File -> New and then inside the New Workbook menu select Templates -> "On My Computer". The followng template dialog box will be displayed. For this newsletter we will focus on the Sales Invovice template as it is something that all businesses need. If you want to discover more FREE Excel Templates click on the "Templates on Office Online" button at the bottom of the dialog box to access hundreds of other templates.  The Excel Templates provide a standard format and layout that can be customised for your business needs. For example your business name, logo, address and contact details can all be included to the template and then saved for future use. You can also specify standard terms and conditions for your sales as well as payment options for your customers. Select the Sales Invoice template from the Templates "On My Computer" and you should be presented with the following worksheet ready to be used as your companys template sales invoice. Simply setup your company details and then for each customer include their details and the specifics of their order. This template even has in-built calculations that provide totals at the bottom and the option of adding tax (ie GST) if needed.  Note: For those that are already using Excel 2007 the instructions above are similar although instead of accessing the templates through File -> New, you access the templates via the Start Button and then New. Customised Excel Templates by XLAutomation At XLAutomation we have developed a number of customised Excel Templates. These templates extend the basic functionality and provide automation to further enhance the benefit to our customers in the use of those templates. Click on the following link to access our existing Excel Templates. Excel Quotation Template coming soon... In next month's newsletter we will be releasing a new Excel Template for Quotation creation. It will provide the ability to create a standard Quotation for your business, the key features will include - multiple quotation factors for selection
and calculation
- exchange rate display and calculation - other surcharges and conditions specified for all quotations - creation of customers and staff for inclusion in the quotation system - the ability to retreive historical quotes for review and re-issue  If you would like to know more about the Quotation Excel Template or you have an idea for your own Excel Template and want some advice on where to start then Contact Us If you are not yet a subscriber to the XLAutomation newsletter then Click Here to subscribe and receive guidance and tools that will increase your efficiency in using Microsoft Excel. |
Excel
Training... We are now offering Excel Training for businesses on the Sunshine Coast. Click Here for details on our Courses Subscribe to WIN... Click Here for details on how Subscribers can enter the next competition for your chance to win more FREE consulting from the XLAutomation team Get Free Advice... If you have a specific problem or area of Excel that you would like to see featured in next months Newsletter then let us know. Click Here to tell us what YOU need. Latest Offers "Free Consultation" Take advantage of our 1 hour free on-site consultation. We guarantee to provide advice that will improve the way you currently use your Microsoft® Office software. Click Here to book a session with one of our consultants. |
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