Software > Box 1 > Statements 101 (Martha's Counseling)
Template: ZAP_b1_statements101_MarthasCounseling
Product Intro Document: Google Doc (18 pages) (shows screens of key functionality only with procedural intro)
Detailed Product Guide: Google Doc (40 pages) (shows all screens and introduces all scripts)
Technical Guide (Generic): coming soon
Technical Guide (Template Specific) : coming soon
Important Notes about scripts and authorization:
1) You do NOT need to connect DIY1 for statement emailing or saving statements to Google Drive. That is all built into the internal/bound google script project that you can see and modify in the privacy of your own file. . You will need to authorize that internal script module the first time you try to use one of the scripts as is typical.
2) You will need to connect your version of the DIY1 external script library for the NAV1 and other non-necessary DIY1 menu functionality as is typical
Product Intro Document: Google Doc (18 pages) (shows screens of key functionality only with procedural intro)
Detailed Product Guide: Google Doc (40 pages) (shows all screens and introduces all scripts)
Technical Guide (Generic): coming soon
Technical Guide (Template Specific) : coming soon
Important Notes about scripts and authorization:
1) You do NOT need to connect DIY1 for statement emailing or saving statements to Google Drive. That is all built into the internal/bound google script project that you can see and modify in the privacy of your own file. . You will need to authorize that internal script module the first time you try to use one of the scripts as is typical.
2) You will need to connect your version of the DIY1 external script library for the NAV1 and other non-necessary DIY1 menu functionality as is typical
|
Technical Details: Approximate # of Active Worksheets: 18 Approximate # of Silent Worksheets: 4 Array Formulas: LOTS... Internal / Bound Script Project used? Yes External / Unbound Script Project used? Yes |
description
This template contains a Customer Database, two different Statements Modules, an Accounts Receivable report, a Payment Journal and various statement and sales reporting worksheets all in one file template.
- Great for learning about Business Basic Needs in general.
- Great for learning about the creation and modification of relational databases in a spreadsheet platform
- Great for learning about developing interactive applications on Google platform that combine Google Sheets, Google Drive and Gmail
- Great for many basic and intermediate small contractor billing applications (without or with some modification as deemed necessary)
- You can make another copy of this template and change the terminology to serve as a Quoting system as well.
image carousel
More screen shots coming soon. As soon as we have more sample data in the file (2021-11-23), but no need to wait for those, just open the file and look at it yourself. It's live already, just click on the link at the top of this page.
