Category: Excel Resources

Introduction to Payment Tracking and Reminders Importance of Tracking Customer Payments for Effective Collection Monitoring payment status is the foundation of a reliable payment collection system. It enables businesses to know exactly when an invoice payment is due for payment, upcoming or overdue, and whether a customer has already made the payment. By tracking payment […]

Understanding Customer Credit Limit Monitoring What Is a Customer Credit Limit and Why It Matters A customer credit limit is the maximum amount of credit extended to a customer by a business. Monitoring these credit limits for each customer is a key part of credit management and is essential to reduce exposure to financial risk. […]

Understanding Overdue Customer Report Escalation What Is an Overdue Invoice and Why It Matters Aninvoice is overdue when payment has not been received by the due date specified during the invoicing process. Managing overdue accounts is essential for businesses to maintain a healthy cash flow. As unpaid invoices accumulate, it becomes more difficult to manage […]

Introduction to AR Aging Report Generation What Is an Accounts Receivable Aging Report? An accounts receivable aging report is a financial document that categorizes unpaid customer invoices based on the length of time they have been outstanding. This report provides a clear view of your AR aging and is essential for accounts receivable management. The […]

Introduction to Monthly AR Statements Importance of Sending Monthly Statements to Customers Sending monthly AR statements is an essential practice to keep customers informed and ensure timely payments. These account statements provide a clear summary of the customer’s transactions, including open invoices, payments received, and outstanding balances. Businesses can send statements via email using predefined […]

Introduction to KPI Alerts via Email Why KPI Alerts Matter for Data-Driven Decisions Key Performance Indicators (KPIs) are essential for monitoring business performance, and staying informed about their status is critical. KPI alerts via email help you stay updated on changes in kpi value without having to manually check dashboards. By setting up alerts, users […]

Introduction to Sending Emails from Excel Why Use Excel for Email Automation Microsoft Excel is more than just a spreadsheet tool—it’s a powerful way to manage and organize large lists of recipients for email campaigns. Whether you’re sending internal communications, customer notifications, or newsletters, automating email distribution directly from an Excel file can save hours […]

Introduction to Split Excel Worksheets into Separate Files Why Split Excel Worksheets into Separate Excel Files? Splitting Excel worksheets into separate files is a common requirement when working with multiple worksheets within a workbook, especially for large datasets or reports generated for different departments or clients. For example, you may have a workbook that contains […]

Introduction to Saving Excel Worksheets as PDF Files Why Save Each Worksheet as a PDF File in Microsoft Excel? In many business and reporting scenarios, users need to save each worksheet from a workbook as an individual PDF document. In Microsoft Excel, converting multiple Excel sheets into separate PDF files streamlines sharing, prevents accidental edits, […]

Introduction to Automating Email Sending with Excel and Power Automate Why Automate Email Sending from Excel? Automating email sending from an Excel spreadsheet can save hours of repetitive work when managing large email lists. Rather than manually sending emails one by one, teams can automatically send messages based on Excel data using tools like Microsoft […]