BTerrell Group Blog

Grace's Tips on MS Excel 2007: Protecting Worksheets

Posted by Meredith Gooch on Mon, Jul 27, 2009

To prevent users from accidentally or deliberately changing, moving, or deleting important information from a Microsoft Excel worksheet, yet still giving users the ability to change only certain cells, you might want to try the following tips:

To quickly protect and unprotect worksheets:
- Right click on the Sheet tab and select Protect Sheet
- Select the desired options under All users of this worksheet to
- Once you have protected the worksheet, the Protect Sheet icon changes to Unprotect Sheet
- Select this icon to unprotect the worksheet

To unlock certain cells:
- Select the cells, columns, or rows that you want to allow to be edited by others
- On the Home tab, in the Cells group, select Format
- Note that the Lock Cell icon is highlighted in orange by default, indicating that the cell will be locked when the worksheet protection is activated.

Or, you can also check the locked status:
- Select Format Cells
- Select the heading tab Protection
- If there is a NO tick in the Locked box, it means the cell is not locked
- Select OK

- Grace Chen, Consultant

Tags: Microsoft Excel, protecting worksheets, Excel, MS Excel, protect sheet, format cells, unblock cells, block cells

How to Make the Most of Your Accounting System

Posted by Meredith Gooch on Thu, May 14, 2009

There are many things that your current accounting system can do aside from its core intended purposes. For example, accounting software allows the setup of managing recurring tasks, thus saving you time by eliminating duplicate data entries.

Accounting systems also have many ready-made reports. Look at them and pick out those that work best for your situation. You will find that they ease much of your pain at year-end. If your ideal report is not available yet, you can simply create one by using reporting tools such as Crystal Reports, Microsoft Access, or Microsoft Excel.

Finally, accounting software can be used for marketing purposes. Many accounting systems allow some sort of customization of invoices and other documents, allowing you to include a custom message in every invoice or other document sent to a customer. For example, you could use this option to announce promotions or to invite your clients to special events. This will enable you to maintain good relationships with your customers.

- Emma Tsai, Project Manager

Source: Marks, Gene J. “Make Accounting Systems More Profitable.” Pennsylvania CPA Journal Spring 2009: Vol. 80: Issue 1: 1-2. <http://www.picpa.org/Content/39997.aspx>


Tags: accounting software, Microsoft Excel, accounting system, crystal report, Microsoft Access