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K2's Road to Excellence with Excel Part 11 and Doc.It

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TEACHING MATERIALS
This is the eleventh of sixteen sessions in Excel that will provide you with the information you need to become an Excel expert. This session will focus on a continuation of the PivotTable features introduced in K2's Road to Excellence with Excel Part 10. 

Learning Objectives

  • Making calculations in PivotTables using calculated fields, calculated items, and field settings 
  • Utilize advanced sorting and filtering techniques,
  • Creating consolidation PivotTables

Managing Excel Documents and Improving Workflow Efficiency with Doc.It

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Now that you’re an Excel guru, learn how Doc.It helps you organize Excel documents with our Document Management solutions. In addition, we’ll take a look at one of the hottest technology topics in the industry, improving workflow efficiency .
 

Learning Objectives

  • Learn how Doc.It manage Excel documents, as well as all other document types
  • Learn how Doc.It helps accounting firms improve workflow efficiency and keep track of all projects
  • Learn how document management & workflow software integrates with your firm’s existing software (tax, accounting & bookkeeping, time & billing, etc.)

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