Good news! Today we released version 1.0.189 of the Excel accounting template. By request we added support for fiscal years deviating from a calendar year. For instance, a fiscal year starting at April 1st and ending at March 31st.
Simply enter the starting month at the Fiscal Year Settings area.
Please download the latest version in the members area. Use the ExcelWorkx Update Tool to quickly copy your data to this new version.
This release now supports version 2.0 of the ExcelWorkx Update Tool. Now you can choose what data you want to copy:
Copy all data (inclusing transactions)
Copy master data only (such as customers, suppliers, products & services etc. exclusing transactions)
Next to that we added the CoC-number to the invoice template which is mandatory in some countries. And we changed a formula to check for empty description fields in the Income tab. If no description was entered a “0” was shown. This has now been suppressed.
One of the biggest disadvantages of the Excel accounting template is having to manually copy your data into a new template when we release an update. Well, until now!
ExcelWorkx Update Tool
We our proud to present the ExcelWorkx Update Tool. Now you can automatically update to the latest version of the Excel accounting template without having to manually copy your data within minutes!
This is a big step for us. Now we can release new versions of the Excel accounting template more often without feeling burdened that you have to go through the manual update process. This is fully automated now.
You can download the ExcelWorkx Update Tool in the members area. Although the process is straightforward, please read the manual, since there are a few requirements that must be met.
The latest version 1.0.186 now supports the Excelworkx Update Tool.
We also added additional trade names to use for invoices, reminders and packing lists. You can enter them in the Settings-area. You can select the trade name on the right of the invoice, reminder and/or packing list.