When producing Sales invoices (it is at the bottom) next to the big green Approve button there is a down arrow. Click on this and you will find four options one being ‘Approve & Print’

Recognition of Payee and Description columns in CSV bank statement files

This is more apparent when you are importing bank csv files; it now gives us the option to import the ‘Payee’ with a separate column for ‘Description’.

This is my favourite and if you have been doing it the long way round then you will notice this as being a breath of fresh air!

 
Changes to the bank reconciliation screens – Xero have simplified the actions you can perform on the Account Transactions screen by removing all but one button! The remaining button, Remove and Redo, is likely to be the most common action you’ll perform against reconciled transactions. It simply deletes your account transaction and unmatches the bank statement line, ready for you to reconcile again from the Bank Reconciliation Screen.

So there are now two options : Remove & Redo and Unreconcile.
Remove & Redo = account transaction deleted + bank statement line unmatched
Unreconcile = account transaction unmatched + bank statement line unmatched

Ie. in most cases, and if in doubt, use Remove & Redo. It deletes the account transaction from the Account Transaction tab. Account transactions are:
Bank transactions (spend money, receive money, overpayments, prepayments and transfers) – under the ‘Options button’

Payments recorded on a sales invoice, bill or expense claim, or payments created by Xero when you reconciled. These are marked with ‘Payment…..’ in front of the payee name – again under the ‘Options button’

Adjustments added during reconciliation (when the transaction in Xero didn’t quite match the imported bank statement line).

It unmatches the bank statement line (as a result of the account transaction being deleted)

It changes the Balance in Xero.

So all in all a very useful change and a good one to know

Xero have said that ‘Purchase Orders’ are coming soon! I can’t wait for this one as I have a client that this feature would be a brilliant option to use than their current one.

• Xero is an easy to use but powerful online accounting system that’s designed specifically for small businesses
• Xero provides a view of financial information in real-time. There’s no need to buy expensive software and install upgrades. Xero is available on your PC or MAC in the office, at home or on popular mobile devises – anywhere, anytime
• Xero automatically imports your bank statements daily so you can keep abreast of your cash flow. Xero has a full suite of accounting features such as invoicing, payables, expense claims, VAT returns, tax returns, reporting and much more
• The beauty of Xero is you can invite a number of trusted people such as us and/or your accountants, to collaborate online. No more cumbersome transfer of data that can be corrupted or is out-of-date
• To find out more go to www.xero.com where you can try Xero for free

Why we partner with Xero

• Xero is designed to help you better manage your business, with a real-time view of your Cash Flow
• Xero’s intuitive design and functionality make accounting accessible for both experts (bookkeepers and accountants) and non-experts (small business owners)
• With your permission, you the client and me your advisor can collaborate online. No need to send large out-of-date files back and forth, or for either party to upgrade software to be compatible with the other
• Xero is constantly evolving and relies on direct feedback from business owners and accountants to deliver what they need
• I believe in offering our clients solutions that are suitable and cost-effective. Xero is that solution

]]> http://www.timewiseva.co.uk/timewiseva-is-a-xero-certified-partner/feed/ 0 http://www.timewiseva.co.uk/timewiseva-hints-and-tips-ms-excel-freeze-column-and-row-headings-2/ http://www.timewiseva.co.uk/timewiseva-hints-and-tips-ms-excel-freeze-column-and-row-headings-2/#comments Wed, 12 Sep 2012 21:05:33 +0000 elaine ratcliffe http://www.timewiseva.co.uk/?p=796 Does it really annoy you, when you are working with spreadsheets, that you need to keep scrolling up and down to see the Column and/or Row headings?
These simple steps will ensure that they are visible no matter how far down or across you scroll.

 Microsoft Excel 2007 – dependent on what information you need to see when scrolling, below are three alternatives

1. To freeze the top row only ensure that you are in column A row 2 cell – click on the ‘Review tab’ – and ‘Window section’. Click on ‘Freeze Pains’ (which brings up a drop down box) and click on ‘Freeze top row’. So now when you scroll down you will always be able to see the headings on the first row.
2. To freeze the top row and first column ensure that you are in Column B row 2 cell – again click on the ‘Review Tab’ – and ‘Window section’.  Click on ‘Freeze Pains’ (which brings up a drop down box) and click on ‘Freeze Pains’. So now when you scroll down and across you will always be able to see the headings in the first row and information in the first column.
3. To freeze the first column only ensure that you are in Column B row 1 cell – again click on the ‘Review Tab’ – and ‘Window section’.  Click on ‘Freeze Pains’ (which brings up a drop down box) and click on ‘Freeze First Column’. So now when you scroll down and across you will always be able to see the formation in the first column

If you want to move a spreadsheet you can do it in one of two ways. As above but don’t tick ‘Create a Copy’ or click on the tab of the worksheet you want to move and drag it to where you want it. NOTE: there is a little black arrow which helps to move it to where you want it to go.

Maybe you have a really good spreadsheet and you want to copy that spreadsheet in the same workbook. So for example you use the same spreadsheet month after month to record (something like flexi time). Name the first tab e.g. January 2012. Copy this spreadsheet as shown above – then click on the tab and rename e.g. February 2012. Do as many time as necessary.
The next thing to do is to enter the dates in the January 2012 tab.  Click on Cell A1 and type in 01/01/2012 – Enter – in Cell A2 type =A1+1 – Enter.  Click on Cell A2 again and drag down until you get to 31/01/2012.  You now have a row of dates from 1 to 31.  NOTE you need to add the +1 to the end of the formula other wise the dates wont increase by one.
Any problems email me on elaine@timewiseva.co.uk and attach your spreadsheet

Some companies use a pre-printed letter head, possibly provided when you started your business or when you had a logo designed, business cards or a website.  Some of these things come as a package, which is good as the more that is printed the cheaper it is.

However, we still need to know where to place the elements of a letter.  The elements here are

• Your Reference
• Our Reference
• Our Business Name and Address
• The person we are writing to, their Business Name and Address
• Date
• ‘yours faithfully’ v ‘yours sincerely’.

So what do I mean……please click on the following download for an example of the format (with notes)

Professional Letter Format 

The Utility Warehouse Discount Club is operated by Telecom Plus PLC, a major British Company, listed on the London Stock Exchange. Telecom Plus was named ‘Company of the Year’ at the PLC awards in 2009. The company has received glowing endorsements in the national press and consistent praise from the UK’s leading independent consumer magazine.

You may not have heard of the Utility Warehouse Discount Club before, as they don’t advertise. Instead, they rely on satisfied customers letting their friends and family know about the great value services they deliver.

As a member of the Utility Warehouse Discount Club, you SAVE……..

• Single bill for all your utilities
• Award-winning customer service
• Value that’s unbeatable
• Easy to switch

Member Benefits

Price Promise

The Utility Warehouse Price Promise means you can benefit from:

• The UK’s Cheapest Home Phone
• The UK’s Cheapest Home Phone and Broadband Bundle
• The UK’s Cheapest Mobile Tariffs
• The UK’s Cheapest standard Gas and Electricity

Charges, Terms and Conditions apply. For full details of the Utility Warehouse Price Promise see http://utilitywarehouse.co.uk/elaineratcliffe

Other Benefits

Other benefits of being a Discount Club member include:

• Savings on everyday shopping and petrol
• UK’s cheapest online shopping
• Free calls to UK and international numbers
• Save over £50 on your line rental compared to most BT customers
• Award-winning customer service
• Unique Share and Save plan

Helping you switch – the Utility Warehouse will even reimburse up to £50 of early termination fees charged by your previous supplier(s) when you switch your services to them.

No minimum contract term – the Utility Warehouse is so confident that you’ll be happy with the money you save that most services have no minimum contract term, so you’re not tied in. If you’re not totally happy with the money you save and the Utility Warehouse’s award-winning UK-based customer service team, you can go back to your current supplier’s higher prices at any time!

The Club is affiliated to the Royal Lifesaving Society (RLSS) and as we train members for The National Lifesaving Qualification (NPLQ) I, as Internal Verifier, have to make sure that our members get the best training available. If there are any problems of any sort we can resolve these by my working with both the Trainers and the Members.

I have just posted the dates for Open Water 2011 on our website, www.broadwayandfailsworthlifesavingclub.co.uk. In the download Open Water 2011 Application Forms, and the dates are also in the diary on the site.  So we will be gearing up for the first one in May.  But before that all the paperwork has to be completed. This consists of the Application Forms, Risk Assessment etc and meetings to make sure that we have plenty of teachers to cover, especially with the younger members of the club.

As we have trainers qualified to teach the National Beach Lifeguard Qualification (NBLQ) we work with two other local clubs, to ensure that we are spreading the availability of this qualification, to anyone who wants to attend and attain the NBLQ.  We had, about 3-4 years ago a young guy who wanted the get the qualification before going to Australia.  He did get it and he went to Australia, we haven’t seen him since, so take it that he stayed!

More on this subject as the summer season progresses.

Everything was fine until quite by accident the youngest, (age 8), rode into the canal on her bike. No one knows exactly what happened, the sister raised the alarm but the parents were quite some way away. Dad ran to where she had gone in only to see her climbing out herself, she was crying. When they could make sense of why she was crying, they found out that it was because her bike was still in the canal and not because she had nearly drowned nor that she was wet through.

Their dad came into the club that Monday evening and said that the money he pays for subs is well worth it as if the two girls hadn’t been members at the Broadway and Failsworth Lifesaving Club the outcome could have been seriously different and he vowed to bring the girls every week.

Those two girls come every week and are progressing through the club, as soon as they are 16 they will start their NPLQ (National Pool Lifeguard Qualification) and, if they want to, the NBLQ (National Beach Lifeguard Qualification).

May is the month in the year that the Broadway and Failsworth Lifesaving Club start its Open Water Program for the year.

Open Water – what is meant by this? Quite simply there are two types of open water, coastal and inland.

We use the facilities of an Outdoor Pursuits Center for the Inland and for Coastal we use Fleetwood, near to the swimming pool on the sea front and we pay to use the facilities to shower and change a both venues.

We use the Reservoir and the Sea to train our members to save lives in open water situations. We also train them to ‘not go there’ if the situation is dangerous. An example of this would be if someone jumped into the reservoir in the hottest of summers the chill factor of the reservoir as it goes deeper has seen many people drown.

Very basically we use scenarios and exercises to train our members in the various ways of saving a life or preventing an accident from happening.

There is a story from a couple of years ago about a family and their dog (by the way, not one of our members) walking along the promenade at Blackpool, the sea was in and it was quite rough.  The dog was swept away as it was too near the edge and the owner jumped into the sea to rescue the dog. The dog managed to get out by itself but the owner was swept away and turned up down the coast a couple of days later. This is the reality of open water and the undercurrents that cannot be seen. From Blackpool to Fleetwood to the river, that brings in the Ferry from Ireland, is a very strong rip tide that can’t be seen by the untrained eye.  We train our members to spot and feel all the dangers of Open Water.

If you live locally (Chadderton, Oldham) and you have young children surgically remove their games console and bring them down one Monday or Wednesday evening to see what it is all about.

Elaine Ratcliffe

www.broadwayandfailsworthlifesavingclub.co.uk  

lifesaving.club@ntlworld.com   

These simple steps will ensure that they are visible no matter how far down or across you scroll.

Microsoft Excel 2007 – dependent on what information you need to see when scrolling, below are three alternatives

1. To freeze the top row only ensure that you are in column A row 2 cell – click on the ‘Review tab’ – and ‘Window section’. Click on ‘Freeze Pains’ (which brings up a drop down box) and click on ‘Freeze top row’. So now when you scroll down you will always be able to see the headings on the first row.
2. To freeze the top row and first column ensure that you are in Column B row 2 cell – again click on the ‘Review Tab’ – and ‘Window section’.  Click on ‘Freeze Pains’ (which brings up a drop down box) and click on ‘Freeze Pains’. So now when you scroll down and across you will always be able to see the headings in the first row and information in the first column.
3. To freeze the first column only ensure that you are in Column B row 1 cell – again click on the ‘Review Tab’ – and ‘Window section’.  Click on ‘Freeze Pains’ (which brings up a drop down box) and click on ‘Freeze First Column’. So now when you scroll down and across you will always be able to see the formation in the first column.

Select the tab of the spreadsheet you want to copy – Select ‘Cells Block’ on the Home tab – Format – Move or Copy Sheet.

Scroll up or down to choose where you want it to go; please note the criteria is ‘Before Sheet:’ then make sure you click ‘Create a Copy’.

If you want to move a spreadsheet you can do it in one of two ways. As above but don’t tick ‘Create a Copy’ or click on the tab of the worksheet you want to move and drag it to where you want it. NOTE: there is a little black arrow which helps to move it to where you want it to go.

Maybe you have a really good spreadsheet and you want to copy that spreadsheet in the same workbook. So for example you use the same spreadsheet month after month to record (something like flexi time). Name the first tab e.g. January 2012. Copy this spreadsheet as shown above – then click on the tab and rename e.g. February 2012. Do as many time as necessary.

The next thing to do is to enter the dates in the January 2012 tab.  Click on Cell A1 and type in 01/01/2012 – Enter – in Cell A2 type =A1+1 – Enter.  Click on Cell A2 again and drag down until you get to 31/01/2012.

You now have a row of dates from 1 to 31.  NOTE you need to add the +1 to the end of the formula other wise the dates wont increase by one.

Any problems email me on elaine@virtualva.co.uk and attach your spreadsheet