Excel for Accounting and Audit Trainees 2024

Price:
R906.20 (VAT Incl.)
Level:
Accounting Professionals
Sub-level:
Microsoft
Lecturer:
Tristan David-Crewe White
Duration:
300 Minutes
Additionals:
   CPD Assessment
   Certificate

Lesson Outline


Trainees need to hit the ground running when they join a firm but one of the biggest things that slow trainees down is Microsoft Excel.

Imagine what the wasteful labour cost must be from using it inefficiently?

Put your trainees in the lead by allowing ProBeta to help them be more efficient as we practically navigate the Excel functions / scenarios most often encountered in practice.

  1. Introduction: Terminology / layout and interface / move or copy sheets / Status Bar / various ways to Paste data / Windows Regional Settings
  2. Recovering Lost Documents: Finding lost documents / Attaching to emails
  3. Built in Templates: Invoices / Loan amortisation schedule
  4. Navigating Seamlessly: Freeze panes / Quick access toolbar / How to navigate without a mouse / Line breaks / View options for productivity
  5. Data Editing: Sorting / filtering / Subtotal formula / conditional formatting
  6. Data Searching: XLookUp / Search and Replace text.
  7. Clean up GL: Various helpful tools to clean up general ledger accounts
  8. Data Extraction: Flash fill / Text-to-Columns / Concatenate.
  9. If Statements: If and CountIf formulae.
  10. Building Formulae: Cell referencing within formulae i.e. relative and absolute references / Financial formulae (e.g., NPV, Rate)
  11. Tables / Graphs: Create pivot tables.