K2's Road to Excellence with Excel Part 11 and Doc.It
Monday June 25, 2018 at 12:00pm ET

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
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.)
Earn verified PD credits - Attendees must answer at least 75% of poll questions during the live webinar to earn 1 verified PD credit. Attendees who do not answer at least 75% of poll questions during the live webinar earn 1 non-verifiable PD credit.

Register to attend a live webinar and you'll receive the recording and the teaching files within 10 days of the session. Recorded webinars can be viewed when it's convenient for you at the office or at home, and on any device. 

More Ways to
Earn Verified CPD


Access the many courses from the leader in providing CPD to professionals throughout North America.
Catalogue of upcoming webinars