Template tips to boost workflows

Most finance professionals have made this mistake at least once.

You open last month's file, update the numbers, hit save, and only then realise you should have saved it as this month's version of the file.

This is where templates can help.

In this episode, explore how Excel templates solve that problem while also improving consistency across your reporting.

Main learnings:

• How Excel templates prevent accidental file overwrites

• The difference between workbook, sheet and task-based templates

• Where to find and manage built-in and personal templates

• How to create blank templates…