K2's Road to Excellence - Part 6 Using Macros and Adagio for Accountants
This is the sixth in a series of sessions in Excel that will provide you with the information you need to become an Excel expert. This session will focus on the use of macros.
Utilizing Excel macros can help you automate many repetitive activities. Unfortunately, many Excel users labor under the assumption that creating and working with macros is necessarily a difficult and tedious task that involves learning a programming language. In fact, most Excel users can develop and use their own macros by simply adding a few keystrokes to processes in which they are already engaging.
Define “macros” and identify means of accessing macros in Excel
Specify how to name a macro
Identify potential storage locations for your macros and the significance of each
Distinguish between relative and absolute cell references in macros
Utilize the Macro Recorder to create simple, yet powerful, macros
Adagio for Accountants
Accountants in public practice frequently choose to do the books for their small clients in an entry level accounting product because they feel that would be the client’s choice of accounting software if they were doing their own bookkeeping. However, these products are designed to do the record keeping for a small business with little accounting expertise and don’t have the flexibility often required when keeping the books for many clients.
Adagio for Accountants is a program offered by Softrak to allow public practitioners access to Adagio’s powerful reporting tools, keyboard-centric data entry and strong audit trail for an affordable annual fee. Since Adagio for Accountants runs in the Cloud, it’s easy to provide your clients read-only access to their accounting records and reports for business analysis. Adagio DocStore allows you to easily keep all your client’s records together with their accounting data.
See how Adagio differs in its focus from the entry-level products
Review Adagio’s powerful reporting options
Find out how Adagio Cloud Manager controls user access
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