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Most finance professionals have made this mistake at least once.
You open last month's file, update the numbers, hit save, and only then realise you should have saved it as this month's version of the file.
This is where templates can help.
In this episode, explore how Excel templates solve that problem while also improving consistency across your reporting.
Main learnings:
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How Excel templates prevent accidental file overwrites
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The difference between workbook, sheet and task-based templates
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Where to find and manage built-in and personal templates
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How to create blank templates with pre-set formats and settings
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Using templates to embed headers, footers and branding
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Managing template storage, including system and shared folders
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How to apply templates across teams for consistency and control
Tune in now.
Host: Neale Blackwood CPA. He has more than 20 years of experience as a Microsoft Excel educator and is the author of more than 200 INTHEBLACK articles as well as a book, Advanced Excel Reporting for Management Accountants.
For more, check out the accompanying video - https://youtu.be/RJdT6FF-w58
Read more of Neale's Excel articles on INTHEBLACK.
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Would you like to listen to more Excel Tips and other CPA Australia podcasts like INTHEBLACK and With Interest? Head to CPA Australia's YouTube channel.
And don't forget to subscribe to the channel.
You can find a CPA at our custom portal on the CPA Australia website.
CPA Australia publishes four podcasts, providing commentary and thought leadership across business, finance and accounting:
Search for them in your podcast platform.
You can email the podcast team at podcasts@cpaaustralia.com.au
