Read more about the Excel To Do List Template (Printable)Ĭlick here to download the Excel template Excel To Do List Template (Drop Down List) If you prefer writing the tasks yourselves, simply print it first and then fill in the tasks. Here is a simple excel template where you can fill the tasks and take a print-out. If you want to learn more about the template and how to use it, click on the ‘Read more’ option. You can download each Excel template by clicking on the download button. This section has some useful personal productivity Excel templates. Military Alphabet Code Generator Template.Calendar Integrated with To Do List Template.Excel To Do List Template (with Check Boxes).Excel To Do List Template (Drop Down List).For example, click on Status = Past Due, to see only invoices that are past due. One can use this feature to easily target selective invoices. The invoice table will be filtered as well. Slicers allow filtering of Table and calculated metrics These metrics can be easily filtered using the Slicers provided. Payments that are expected in the next 7 days (including today) and next 30 days (including today) will be displayed. Accounts Receivable (A/R) aging breakdown is also provided.Įxpecting Payments: Expecting Payments in Next 7 and Next 30 days Number of Past due (Due Date is in the Past ) invoices will be shown along with outstanding amount due. Past Due Invoices: Past Due Invoices and A/R Aging Report Invoice Tracker Spreadsheet – Current Invoices and Invoice Amount Number of current (Due Date is in the future) invoices will be shown along with outstanding amount due. Invoice Tracker Template – Summary Metrics – Dashboard View This will update instantly as you add more invoices to the table. The top of the Invoices sheet will present the summary in a dashboard as shown below. Selected: This will display 1 if the record (or row) is not filtered by the slicers. Past Due Age: If the Status is ‘Past Due’, then this represents the aging bucket (1 – 30 Days, 31 – 60 Days, 61 – 90 Days, 91+ Days). Error Validations – Invoice Tracker – Missing Due Date Rows with errors will be highlighted with a red Background color for your assistance. Note: Error rows are not used in calculation of metrics. OVERPAID: If Outstanding Amount Invoice Amount).PAST DUE: If Outstanding Amount is 0 and Due Date = Today.DUE TODAY: If Outstanding Amount > 0 and Due Date = Today.Also, when Due Date 0 and Due Date > Today (not due yet) ‘ERROR”, when at least one of the fields Invoice Amount, Invoice Date, Due Date is left blank. Status: There are five possible values for Status. Outstanding Amount: This is calculated as Invoice Amount – Paid Amount
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