Excel Template – Accounts Payments Aging Report

Use this Accounts Payable (Aging) excel spreadsheet to categorize payables to suppliers based on time buckets. The report is typically set up with 30-day time buckets. Track invoices and accounts receivable with this accounts payment template.   Download Excel template Download: Accounts Payable – Aging File format: Excel How to update charts Enter values in each […]

Excel Template – Cash Flow for 12 Months (With Conditional Formatting)

Use this Excel template to analyze your cash flow for the past twelve months. Sample data, instructions, sparklines, conditional formatting, make this royalty free template a must-have for your business. Download Excel template Download: Cashflow – 12 Month File format: Excel How to update charts Enter values in each of the cells. Right-click on the chart. […]

Excel Template – Monochrome Pie Charts

Use this Excel template to create monochrome pie charts. Download Excel template Download: Excel Pie Chart Template – Monochrome File format: Excel-Pie-Chart-Template-Monochrome.xlsx How to use the Excel template Enter values in each of the cells. Right-click on the chart. Refresh the data. Template Contents 6 different pie charts. You can modify these as you like. […]

Excel Template – Blue Pie Charts

Use this Excel template to create pie charts. The charts use different shades of blue. To change this, click the Design tab and select a different color. Download Excel template Download: Excel Pie Chart Template – Blue Theme File format: Excel-Pie-Chart-Template-Blue-Theme.xlsx How to use the Excel template Enter values in each of the cells. Right-click […]

Excel Template – Doughnut Charts

Use this Excel template to create doughnut charts. Download Excel template Download: Excel Doughnut Chart Template File format: Excel-Doughnut-Chart-Template.xlsx How to use the Excel template Enter values in each of the cells. Right-click on the chart. Refresh the data. Template Contents 6 different doughnut chart diagrams. You can modify these as you like. Related MS […]

Excel Template – Customer Referrals

Use this Excel template to track customer referrals. Download Excel template Download: Customer Referrals File format: Excel.xlsx How to use the Excel template Enter values in each of the cells. Right-click on the chart. Refresh the data. Template Contents For each employee, capture the following: Customer Name Your company’s product Customer contact name Customer Phone […]

Excel Template – Ratings Chart

Use this Excel template to create different types of rating charts. Download Excel template Download: Excel Ratings Template File format: Excel-Ratings-Template.xlsx How to use the Excel template Enter values in each of the cells. Right-click on the chart. Refresh the data. Template Contents 6 different pie charts. You can modify these as you like. Related MS Office […]

Excel Template – Traffic Lights Chart

Use this Excel template to create traffic light charts. Download Excel template Download: Excel Traffic Lights Template File format: Excel-Traffic-Lights-Template.xlsx How to use the Excel template Enter values in each of the cells. Right-click on the chart. Refresh the data. Template Contents 24 different traffic light charts. You can modify these as you like. MS Office Templates […]

How to Start a Business Blog (with no budget)

How can you develop a blog for your new business? Elli from Botswana wrote in to ask how she could develop a blog writing framework for her new accountancy business. She says, ‘Writing article after article is a bit of a grind. Is there some way I can speed up what I’ve written or re-use […]

1 Minute Writing Tip – Using Colons in Lists

In this 1 Minute Writing tip, we look at when to use colons in lists. Do you always need a colon? Would a comma do instead? When should you use one over the other. Let’s get into it. So, you want to start a list with a colon. Sounds easy, don’t it? Many writers assume […]

How (and When) To Use ‘Please’ in Government Forms

How can you write government documents that are polite but also firm? For example, should you use Please on application forms? Yes? But how often? Is it possible that you can over-do the politeness so that it clutters the page and gets in the way of the applicant? For example, you know when somehow is simply […]

Excel Template – RFP Bidder’s Cost Matrix

In this Excel template, RFP Bidders can describe the costs involved when replying to an RFP. Based on information provided in the template, and in the Scope of Work, Bidders can provide the costs required to successfully meet the RFP requirements. Use this template if you are publishing an RFP, and want to make sure […]

Excel Template – Employee Expense Report

Use this Excel template to track your employee’s business expenses. Download Excel template Download: Expense Report File format: Excel.xlsx How to use the Excel template Enter values in each of the columns. The financial numbers are calculated automatically. Template Contents For each employee, capture the following: Name Position Social Ins # Department Manager Employee For […]

Work Instructions – Document Naming Conventions (with examples)

What’s the correct naming convention to use when writing work instructions? What phrasing should you use when describing precautions, prohibited actions, and compulsory actions? In this tutorial, we look at how to use a consistent naming convention to your work instructions, so they standalone for processes and procedures, and also how to phrase the typical […]

Difference Between User v End User in Technical Documentation

When should I use ‘user’ instead of ‘end user’ in my user guides? Let’s start with a definition of end user. Definition: Where does the phrase ‘end user’ come from? According to Wikipedia: An end user is a person who uses a product. The term is based in the fields of economics and commerce. A […]