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Utilizing Excel to Assist in Office Procedures

Utilizing Excel to Assist in Office Procedures. Presented by: Automotive Services Group Amper, Politziner & Mattia, LLP. Seminar Objectives. Enable attendee to become familiar with basic Excel formulas Allow attendee to build spreadsheets to assist in office procedures.

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Utilizing Excel to Assist in Office Procedures

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  1. Utilizing Excel to Assist in Office Procedures Presented by: Automotive Services Group Amper, Politziner & Mattia, LLP

  2. Seminar Objectives • Enable attendee to become familiar with basic Excel formulas • Allow attendee to build spreadsheets to assist in office procedures

  3. The Power of Excel Excel provides the capability to manipulate simple or complex data to provide information upon which decisions can be made. Many of the mundane, repetitive activities can be automated to provide a significant performance boost and an enhanced level of accuracy

  4. Anticipated Savings Seminar attendees time on simple repetitive monthly procedures can be reduced to allow time to analyze financial data and provide feedback on dealership’s operations. Reduce outside accountant billings by providing accurate analysis of non scheduled accounts. By automating office procedures reduce staff time spent on monthly tasks.

  5. Basic Formulas • Setting up tool bars • Standard Tool Bar • Personal Tool Bar

  6. Basic Formulas Copying Data-Pasting Data-Paste Special Cutting Data Know the difference before performing the steps

  7. BasicFormulas • Adding a Range of Numbers • Utilizing the Sum Icon • Manually writing the formula

  8. Basic Formulas • Data Sort • Utilization of this tool • Floor Plan • Checks • Duplicate items • Preparing the range to be sorted • Be able to re-set the data • Order of Columns to be sorted • Ascending and descending data

  9. Basic Formulas • Auto Save • Limit amount of data and changes lost in case of shut-down or mistakes at closing

  10. Basic Formulas • Inserting Columns/Rows/Spreadsheets • Know what happens to formulas

  11. Basic Formulas • Formatting Cells, Ranges, Data • Number/Text Format • Highlights, Shading Color Coding • Underline Words vs. Cells • Range formatting, Rows, Columns, Spreadsheets

  12. Basic Formulas • Locking in Formulas • Utilize lock-in when copying formulas

  13. Building Spreadsheets • Bank Reconciliations • Range of Number additions • Multiple worksheet inter-facing • Formatting

  14. Building Spreadsheets • F&I Reconciliations • Range of Number additions • Conditional formula

  15. Building Spreadsheets • Prepaid Expenses • Various Cell calculations • Percentage formatting

  16. Building Spreadsheets • Fixed Asset Accounts • Multiple Sheet interfacing

  17. Building Spreadsheets • Floor Plan reconciliation • Multiple Sheet interfacing • Sorting Data • Conditional formatting • Sum a range of numbers

  18. Building Spreadsheets • Loans/Debt Accounts • Sum a range of Numbers • Lock in Formula

  19. Building Spreadsheets • Parts Statement Reconciliation • Sum a range of Numbers • Multiple worksheet interfacing

  20. Building Spreadsheets • Intercompany accounts • Simple effective spreadsheet • High susceptibility to Fraud

  21. Building Spreadsheets • Bonus/Commissions spreadsheet • Utilize input table • Repetitive calculations • Lock in Formula • Easy to print & disseminate information

  22. Thank You! “The material contained in this presentation is for general information and should not be acted upon without prior professional consultation.” Chuck Diegel cdiegel@amper.com 215-881-8882 Sam Longo slongo@amper.com 215-881-8854 Doris Rafaeli drafaeli@amper.com 215-881-2126

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