Part 1 - The Basics

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Useful initial information for users or potential users of the Parish Accounts Template.

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Part 1 - The Basics

  1. 1. PAT 3 – GuidePart 1 – The Basics
  2. 2. PAT 3 – GuideEnsure that you enable macro’s in your chosen software. Theworkbook will be compatible with the following software:• Excel Version Microsoft Excel 2003, 2007, 2010 and 2013 Microsoft Excel for Mac 2004 and 2011*• Lotus Symphony version IBM Lotus Symphony – Free Office Software (a guide to downloading this can be found at www.norwich.anglican.org/finance/parish/pat) If you encounter any macro issues, support documentation is available at: www.norwich.anglican.org/finance/parish/pat/troubleshooting* Microsoft excluded Macro support from Excel for Mac 2008 so this is sadly not compatible with PAT 3
  3. 3. PAT 3 – Guide Things to remember• Cells which can be completed are shaded green• Do not use cut and paste, as this can cause the workbook to fail• Some information will not appear in its respective sheets unless the data is entered into the Details tab. For example, the years will not appear in your summaries until they are selected on the Details tab
  4. 4. PAT 3 – GuideWhere a column appears to show #### instead of numbers, youcan widen the column by double clicking the rows at the top of theworkbook. Simply move the cursor on screen to where the redarrow below is pointing in the example below and when you seethis icon double click with the left mouse button. Before After
  5. 5. PAT 3 – GuideIf you use the Excel version of the workbook, you may see themessage below when you attempt to save. This can be ignored byclicking Continue. To ensure this does not appear each time yousave, untick the box circled in the example below before clickingContinue.

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