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Using Tracking Categories in Xero

What are Tracking Catgories? It is an optional tool in Xero to allow users to further analyse their business income and expenses. You can have up to two tracking categories,

Microsoft Office Certification

Want to PROVE your Microsoft Office skills? Then become Microsoft Office certified! Microsoft Office Specialists are a part of a global community of distinguished achievers. This Microsoft credential tells the

Get control of your mailbox 6: Reminders and Flags

These days we get bombarded with emails. According to research, in 2010, we are each receiving an average of 74 emails per day, 61 of which are legitimate emails, and

Visually analyse data with Conditional Formatting

Applying conditional formatting allows you to change the format of the cells in your spreadsheet, depending on certain conditions. For example, you could highlight cells in a particular colour when

Get control of your mailbox 5: View settings

You can add and remove columns in your mail folder screen (each email folder can be set individually) so that you can view the information that is relevant to you. For example, if you do not categorise or follow up your emails then you would not need to view these columns. Similarly, if you have more than one email address you may need to have a column that shows which email account the email was sent to.

Using Tracking Categories in Xero

What are Tracking Catgories?

It is an optional tool in Xero to allow users to further analyse their business income and expenses.

You can have up to two tracking categories, within which you can have infinite options.

Example

Let’s say you have a business selling shoes. You have 5 stores and sell online, and you sell kids, mens and ladies shoes.

You could categorise your income and your expenses by location (one for each store and one for online) and by shoe type (kids, mens, ladies).

You could then set budgets and run financial reports by location and/or shoe type to see which stores are making the most profit, whether online is more profitable than the store, or whether kids shoes sell better than mens shoes.

Adding these Tracking Categories in Xero simply adds an extra column or two in the Sales, Purchases, Spend Money, Receive Money and Receipts screens. It also means you don’t have to have such a large chart of accounts. Instead of having income accounts for kids shoes store 1, kids shoes store 2, mens shoes store 1, womens shoes store 3 etc, you can use just one income / sales account and use the categories for further analysis.

Tracking Reports

Tracking categories are available in the following reports in Xero:

  • Tracking summary – Account type by category for a specified date range
  • Profit and loss report – full profit and loss report by category for a specified date range
  • Account transactions report – one account for one category for a specified date range
  • Journal report – category by transaction (showing debits and credits) for specified date range
  • Balance sheet – full balance sheet filtered by category for a specific month
  • Fixed asset reconciliation – reconciliation of balance sheet asset values to asset register values filtered by category

Selecting a tracking category for each transaction is optional. When running reports by tracking category, any transaction without a tracking category will be displayed in the “unassigned” field. This makes it simple to run reports on transactions that are missing tracking categories. Category options can be added, deleted or edited at any point.

Tracking in Payroll

These categories can also be used in Payroll to group employees, for example by location, or in Timesheets to allocate time to specific jobs.

For more information about using Tracking categories in Xero, take a look at our Getting Started with Xero course or book a customised training session with us today.

Using Tracking Categories in Xero 5.00/5 5 votes

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Then become Microsoft Office certified!

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Microsoft Office Certification 4.67/5 3 votes

Get control of your mailbox 6: Reminders and Flags

These days we get bombarded with emails. According to research, in 2010, we are each receiving an average of 74 emails per day, 61 of which are legitimate emails, and we are sending an average of 34 emails per day. That’s 756 emails per week or 39,312 per year !!

So, we need to get organised…!

This article is the sixth in a series of 10 articles that will give you tips for helping you keep your mailbox under control when using Microsoft Outlook 2003, 2007 or 2010.

Flag emails for follow-up

Setting a ‘flag’ on your emails, allows you to visually identify which emails require follow-up and also creates an item in your Task List. A red flag symbol will be displayed next to your email in the folder list, and the email header information will turn red if follow-up is overdue.

Pre-set flags

There are a number of pre-set flag options available:

Today – sets the Start date as today and the Due date as today

Tomorrow – sets the Start date as tomorrow and the Due date as tomorrow

This week – sets the Start date as Wednesday of this week and the Due date as Friday of this week

Next week – sets the Start date as Monday of next week and the Due date as Friday of next week

No date – no Start or Due dates set, only a red flag displayed

To select a pre-set flag:

  1. Right click on email
  2. Select ‘Follow-up’
  3. Select required pre-set flag option

Set a custom flag

Start and Due dates can be selected manually. to Select a custom flag:

  1. Right click on email
  2. Select ‘Follow-up’
  3. Select ‘Custom…’
  4. Select required Start and Due dates. OK

Clear a flag

A flag can be removed:

  1. Right click on email
  2. Select ‘Follow-up’
  3. Select ‘Clear Flag’

Set reminders for follow-up

Setting a reminder will set a flag (no start or due date unless selected) and a reminder which will pop up on the screen on your chosen date and time:

  1. Right click on email
  2. Select ‘Follow-up’
  3. Select ‘Add reminder…’
  4. Select required reminder date and time

Set a reminder for a recipient

On emails that you are sending, you can set a reminder for them as well as for yourself:

  1. In new message window, select ‘Follow up’ from Message tab
  2. Select ‘Add reminder…’
  3. Tick ‘Flag for recipients’
  4. Select required date and time for the recipient to receive a reminder.OK
Get control of your mailbox 6: Reminders and Flags 5.00/5 2 votes

Visually analyse data with Conditional Formatting

Applying conditional formatting allows you to change the format of the cells in your spreadsheet, depending on certain conditions. For example, you could highlight cells in a particular colour when the numbers in those cells match a certain value. This is set using a type of conditional formatting, “Highlight Cells Rules”.

Types of conditional formatting

Conditional formatting can be found on the Home tab of the ribbon. If you click on the conditional formatting button, you can then choose the type of conditional formatting to apply:

  • Highlight Cells Rules
  • Top/Bottom Rules
  • Data Bars
  • Colour Scales
  • Icon Sets
  • New Rule (create custom rules)

Highlight Cells Rules

Looks for cells containing data (numbers, text or dates) that you want to apply formatting, based on criteria, or can be used to find duplicate values
Numbers – Use the ‘Greater Than’, ‘Less Than’, ‘Between’ or ‘Equal To’ options to set the required values.
Text – Use the ‘Text That Contains’ option to type in required text.
Dates – Use the ‘A Date Occurring’ option to set a date comparison to the current date e.g. Yesterday or Next Week. Note; to set a specific date or an alternative comparison, you will need to set a custom rule (see ‘New Rule’ below)
Duplicates – Use the ‘Duplicate Values’ option to highlight all of the duplicate cell values in the selected range of cells.

Top/Bottom Rules

Looks for highest and lowest values based on an amount, percentage or variance from average.

Data Bars

Applies formatting to all selected cells. The longer the bar, the higher the value.
This example uses the blue coloured bars to visually display the size of the cell values.

Colour Scales

Applies formatting to all selected cells. Certain colours will represent higher values than other colours.
The Green-Yellow-Red option can be used to graphically display the size of the cell values e.g. Red is used to highlight the low values, going up to orange, then yellow, light green the dark green to display the highest values.

Icon Sets

Applies formatting to all selected cells. Each icon set has between 3 and 5 categories, each representing low, middle or high values.
An example is the 3 arrow icon set. The red down arrow representing the lowest values, the orange right arrow for the middle values and the green up arrows for the highest values.

New Rule

You can create customised rules, rather than using the pre-set rules, so you can use different colours/formatting options and also use formulas for your criteria.
Example – using a formula to highlight dates which are more than 1 week ago (where A2 is the first date):

  1. Go to Home tab >Conditional Formatting
  2. Select ‘Use a formula to determine…’
  3. Type: =A2
  4. Click on Format
  5. Select required formatting, then OK

The formula must always start with ‘=’. The cell reference ‘A2′ is the first cell in the selected range. ‘Today()-7′ represents today’s date less 7 days i.e. more than 1 week ago. If you click on the first cell in the range rather than typing the cell reference (in this example ‘A2′), it will insert ‘$’ symbols in the cell reference to read ‘$A$2′. It will only then compare the data in that one cell, rather than comparing each cell in the range.

Learn more about Microsoft Excel >>

Visually analyse data with Conditional Formatting 5.00/5 2 votes

Get control of your mailbox 5: View settings

These days we get bombarded with emails. According to research, in 2010, we are each receiving an average of 74 emails per day, 61 of which are legitimate emails, and we are sending an average of 34 emails per day. That’s 756 emails per week or 39,312 per year !!
So, we need to get organised…!
This article is the fifth in a series of 10 articles that will give you tips for helping you keep your mailbox under control when using Microsoft Outlook 2003, 2007 or 2010.

Column settings

You can add and remove columns in your mail folder screen (each email folder can be set individually) so that you can view the information that is relevant to you. For example, if you do not categorise or follow up your emails then you would not need to view these columns. Similarly, if you have more than one email address you may need to have a column that shows which email account the email was sent to.

Add new columns

There are many different columns available to add to your folder view. Each data field in Microsoft Outlook has an associated column header.
To add a new column:
1. Right click on one of the column headers
2. Select ‘Field Chooser’
3. Find required column header and drag the header up to the header area

Remove columns

Columns can be removed so that they are not displayed on the screen. They can be re-added to the view at a later date if required.
To remove a column:
1. Right click on the column header to remove
2. Select ‘Remove this column’

Re-order columns

To re-order the columns, simply drag the column header to the required location

Sort and Group emails

To make it easier to find emails, you can use various sorting and grouping methods. Generally emails are sorted by date received, where the newest email is displayed at the top of the screen. However, you can sort or group emails by any of the column headings displayed.

Sort by column

To sort emails by a specific column, simply click on that column header. Clicking a second time will reverse the sort order.

Group by column

To group emails together within a column:
1. Right click on a column header
2. Select ‘View settings’
3. Click on the ‘Group By’ button
4. Select which column to group by under ‘Group items by’
5. Click OK
Each group has its own heading, which can then be used to display or hide the items under that heading by clicking on the symbol to the left of the heading.

All of the above methods can be used in any area of Microsoft Outlook where a columnar view is used.

Learn more about Microsoft Outlook >>

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