Template tips to boost workflows

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:

• How Excel templates prevent accidental file overwrites

• The difference between workbook, sheet and task-based templates

• Where to find and manage built-in and personal templates

• How to create blank templates with pre-set formats and settings

• Using templates to embed headers, footers and branding

• Managing template storage, including system and shared folders

• 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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