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Introducing Excel 2010<br />Accountancy Group West Excel Presentation<br />
How do we fill the gaps between information systems?<br />Less paper more excel<br />
How to use excel<br />1<br />3<br />2<br />Data Import<br />Reconcile Data sets<br />Sort and Filter<br />Excel is a paper...
1<br />Data import<br />Dos, Sage, Bank Statements – all in excel <br />
What type of files can Excel Import<br />
There is a way…<br />All accounting software applications will export data to file. <br />Some imports are cleaner than ot...
PDF File conversion avoid if possible<br />
OCR + Scansnap = Paper Import<br />One touch scanning to PDF using the scansnap.<br />OCR software reads images and render...
ABBYY Finereader screenshot<br />The preview pane – next stop excel!<br />
Common Pitfalls<br />Luckily there are simple solutions to these import quirks that involve the sort, filter and text-to-d...
2<br />Sort and Filter<br />Data the way you want it<br />
AGW presentation<br />Take control of you data Autofilter and SortImproved functionality in Excel 2010<br /><ul><li>Using ...
Custom sorts by layer and color
New search feature in Autofilter
Conditional formatting with filter</li></ul>Powerful yet intuitive<br />
3<br />Reconcile Data Sets<br />Using conditional formatting and number hashing<br />
The Process<br /><ul><li>One Touch Scan to PDF
Use preferred OCR software to read PDF and export to XLS
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  1. 1. Introducing Excel 2010<br />Accountancy Group West Excel Presentation<br />
  2. 2. How do we fill the gaps between information systems?<br />Less paper more excel<br />
  3. 3. How to use excel<br />1<br />3<br />2<br />Data Import<br />Reconcile Data sets<br />Sort and Filter<br />Excel is a paperless bridge <br />
  4. 4. 1<br />Data import<br />Dos, Sage, Bank Statements – all in excel <br />
  5. 5. What type of files can Excel Import<br />
  6. 6. There is a way…<br />All accounting software applications will export data to file. <br />Some imports are cleaner than others watch out for SAGE!<br />Time for some examples…<br />
  7. 7. PDF File conversion avoid if possible<br />
  8. 8. OCR + Scansnap = Paper Import<br />One touch scanning to PDF using the scansnap.<br />OCR software reads images and renders in editable formats<br />
  9. 9. ABBYY Finereader screenshot<br />The preview pane – next stop excel!<br />
  10. 10. Common Pitfalls<br />Luckily there are simple solutions to these import quirks that involve the sort, filter and text-to-data functions.<br />
  11. 11. 2<br />Sort and Filter<br />Data the way you want it<br />
  12. 12. AGW presentation<br />Take control of you data Autofilter and SortImproved functionality in Excel 2010<br /><ul><li>Using custom text, number and color filters
  13. 13. Custom sorts by layer and color
  14. 14. New search feature in Autofilter
  15. 15. Conditional formatting with filter</li></ul>Powerful yet intuitive<br />
  16. 16. 3<br />Reconcile Data Sets<br />Using conditional formatting and number hashing<br />
  17. 17. The Process<br /><ul><li>One Touch Scan to PDF
  18. 18. Use preferred OCR software to read PDF and export to XLS
  19. 19. Tidy up format error and create hash for each transaction
  20. 20. Use conditional formatting to match data</li></li></ul><li>Why change?<br />End duplication of Data Entry<br />Eliminate Human error on your part<br />Establish a process, save time<br />Increase Accuracy <br />The data you need, the way you want it<br />when you want it<br />A Wall of Data<br />
  21. 21. ?<br />But wait…There’s More!<br />Try the web…<br />
  22. 22. CPD, web-style<br />How can I get better at excel?<br />
  23. 23. Presented by Seo Cahill on behalf of<br />POWERPOINT2010<br />Cahill Trautt & Co<br />

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