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Setup Accounts Receivable functions in Excel til we get new syst?
I need to setup basic AR functions in Excel until our new computer system is
in place. I am currently using it as a work sheet to sort through & clean up AR stuff. I have started a rolling forward net balance after all invoicing, paymnets, adjustments are applied. I don't know if this is the most simple way to do it for now. Plus, it would be nice to have individual accounts setup to apply the transaction against, but I am concerned about the time involved, space on server, etc. I have been using my Excel worksheets to do Mail merge with Word to print invoices too! |
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