04 Aug Create an excel template
Create an excel template with the following features:
1. First Tab/Column = Accounts
In this tab, there will be a drop down option, where you can select a specific account you are looking for. There should be 10 different acounts to select from. You can label them as “Account 1”, “Account 2”, etc
2. Second Tab/Column = Description of Transaction
Once you select the account you want; it will bring you to a new sheet where you can see different transactions that will be made from that account. The Description of Transactions will be many 50+ transactions for each account. You can label them “Transaction 1”, “Transaction 2”, “Transaction 3”, etc..
3. Third Tab/Column = Rules
On the same sheet where we see the different transactions, right beside it should be a column with rules. The rules will be divided into the following features:
– Expense Account
– Expense Account Code
– Vendor
– Tax Name
– Recurrence Frequency
