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

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.)

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