ZAP ACCOUNTING SOFTWARE
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    • ----------------------
    • Software in Greater Detail... >
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    • ----------------------
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    • !! Start Here !!
    • ----------------------
    • Via the 6 Box Model
    • ------ By Box -----
    • Box 1 >
      • Invoicing 101 - Petes Electric
      • Statements 101 - Martha's Counseling
      • Legal Billing (images only)
    • Box 2 >
      • Expense and Profit Analysis
      • Time and Attendance
      • Payroll System
    • Box 3 >
      • Bank Deposit Prep WB
      • Acc'ts Receivable - Digital Bar Tab
      • Acc'ts Receivable - Double Entry
    • Box 4 >
      • Check Journal Example
      • Check Journal w/ 3 up Printing
      • Acc'ts Payable - Simple Digital List
    • Box 5 >
      • Bookkeeping
      • Transaction Generator
      • Bank Statement Generator
      • Bilbo's Bank - Faux Bank Website
      • Manual Balance Sheets
    • Box 6 >
      • Tax Prep Summary Worksheet
      • Tax Return Journals
      • Taxable Income Tracking
      • Tax Simulation & Estimating (Fed, State, PremTaxCred)
      • Real Estate Transaction Journal
      • Sales Tax Remittance Tracking
    • ------------------------
    • Other >
      • Accounting Master File
      • DIY1 uBoundGScriptProject
  • FAQs
  • More...
    • Orientation >
      • ------ INFORMAL ------
      • Models & Data Flow for folks on the GO!
      • Problems, Solutions and Bigger Backstory
      • ------- FORMAL -------
      • Step 1 - Welcome
      • Step 2 - Custom For You... >
        • Accounting Alchemists
        • Categorizing Crackerjacks
        • Simmering Sages
        • Sorcerous Students
        • Magical Millennials
        • Enchanting Educators
        • Spreadsheet Gurus, Javascript Wizards, Database Devils, & Full Stack Devs too...
      • Step 3 - Reunited!
      • Step 4 - The Accounting System 6 Box Model
      • ----------------------
    • For CPAs >
      • Welcome & Orientation
      • Resources >
        • Bookkeeping Template Data Flow Details
        • Balance Sheet Re-imagined
        • Income Statement Re-imagined
        • Bookkeeping Re-Imagined
        • Demystification Documents
        • Empowerment For CPAs
      • Notifications >
        • 11/6/2021 - Sea Change Notice
        • 1/17/2022 - The Opportunity
        • 5/14/2022 - Seeking CPE Partners
    • Contribute
    • Admin > Login/Logout
    • Archive >
      • Home_out20210331
      • Commerce Snippets
    • About
    • Contact
  • Home
  • Testimonials
    • Sales System Templates
    • Bookkeeping Template
  • The Challenge
  • Education
    • !! Start Here !!
    • ----------------------
    • Single Page Visuals (and more...)
    • Fun Seekers Corner >
      • FSC 101
    • Accounting Studio Magic >
      • ASM 101
      • ASM 103
    • ----------------------
    • Software in Greater Detail... >
      • Spreadsheets 101
      • Sales Systems 101
      • Bookkeeping 101
      • DIY Software Programming 101
    • Intro Videos
    • Books & Pamphlets
    • ------------------------
    • Empowerment
    • Reimagination
    • ----------------------
    • End User Benefits
    • FAQs
  • Software
    • !! Start Here !!
    • ----------------------
    • Via the 6 Box Model
    • ------ By Box -----
    • Box 1 >
      • Invoicing 101 - Petes Electric
      • Statements 101 - Martha's Counseling
      • Legal Billing (images only)
    • Box 2 >
      • Expense and Profit Analysis
      • Time and Attendance
      • Payroll System
    • Box 3 >
      • Bank Deposit Prep WB
      • Acc'ts Receivable - Digital Bar Tab
      • Acc'ts Receivable - Double Entry
    • Box 4 >
      • Check Journal Example
      • Check Journal w/ 3 up Printing
      • Acc'ts Payable - Simple Digital List
    • Box 5 >
      • Bookkeeping
      • Transaction Generator
      • Bank Statement Generator
      • Bilbo's Bank - Faux Bank Website
      • Manual Balance Sheets
    • Box 6 >
      • Tax Prep Summary Worksheet
      • Tax Return Journals
      • Taxable Income Tracking
      • Tax Simulation & Estimating (Fed, State, PremTaxCred)
      • Real Estate Transaction Journal
      • Sales Tax Remittance Tracking
    • ------------------------
    • Other >
      • Accounting Master File
      • DIY1 uBoundGScriptProject
  • FAQs
  • More...
    • Orientation >
      • ------ INFORMAL ------
      • Models & Data Flow for folks on the GO!
      • Problems, Solutions and Bigger Backstory
      • ------- FORMAL -------
      • Step 1 - Welcome
      • Step 2 - Custom For You... >
        • Accounting Alchemists
        • Categorizing Crackerjacks
        • Simmering Sages
        • Sorcerous Students
        • Magical Millennials
        • Enchanting Educators
        • Spreadsheet Gurus, Javascript Wizards, Database Devils, & Full Stack Devs too...
      • Step 3 - Reunited!
      • Step 4 - The Accounting System 6 Box Model
      • ----------------------
    • For CPAs >
      • Welcome & Orientation
      • Resources >
        • Bookkeeping Template Data Flow Details
        • Balance Sheet Re-imagined
        • Income Statement Re-imagined
        • Bookkeeping Re-Imagined
        • Demystification Documents
        • Empowerment For CPAs
      • Notifications >
        • 11/6/2021 - Sea Change Notice
        • 1/17/2022 - The Opportunity
        • 5/14/2022 - Seeking CPE Partners
    • Contribute
    • Admin > Login/Logout
    • Archive >
      • Home_out20210331
      • Commerce Snippets
    • About
    • Contact

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
Picture
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. 
NOTE: We have a far more complex version of this functionality is modular. The Customer Database is in one Workbook with a lot more bells and whistles. It is connected to separate Quoting and Invoicing Modules, and we have a time tracking workbook, a materials tracking workbook and a separate reporting workbook for both of those combined. 
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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.
What's a HELOC in 1st?  Link coming soon...
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