Software > Via the 6 Box Model

gDrive

As part of the Welcome Process you were introduced to the 6 Box Model. If you skipped that, please go back through that now.  The diagram has been provided again below for quick reference. Below that the Software Templates are organized by box and following that is other relevant information. Please remember to donate a little something from time to time.

---

​view in Lucid Chart Viewer

Software Templates By Box

  gDrive

Box #1 - Sales Systems

1. Invoicing 101 - Pete's Electric 
2. Statements 101 - Martha's Counseling
3. Point of Sale - Small Retail (images) 
4. Legal Billing System ​ (images) 
5. Metered Billing (like water meters for example)
6. Booking - Vacation Rentals
7. Invoicing - Health Insurance
8. ​Billing - Worker's Compensation

​These are the most complex of the offerings. Prototypes done but not shared yet. Images only at this time...

Box#2 - Advanced Modules

1. Budgeting & Profit Analysis Workbook​​​ 
2. Time and Attendance System
3. Payroll System

​Industry Specific

• Herbal Blends Tracking and Label Printing

Box #3 - Payment Inflows

1. ​​Bank Deposit Prep W/B w. Cash Box Mgt 
2. Accounts Receivable - Digital Bar Tab
3. Accounts Receivable - Double Entry (ex) 

Box #4 - payment outflows

1. Checking Journal​ 
2. Checking Journal with 3up Check Printing
3. Accounts Payable (ex)
4. ​Payroll Checks 

Box #5 - Bookkeeping

Positive & Negative Values

1. Bookkeeping 
2. Transaction Generator | in Bookkeeping Module
3. Bank Statement Generator 
4. Bilbos-Bank Faux Bank Website 
5. Manual Balance Sheet 

Debits & Credits

1. On hold. Learn on Positive and Negative values...

Box #6 - Tax Accounting Sup't

1. Tax Prep Summary Worksheet
2. Tax Return Journals 
3. Taxable Income Tracking
4. Tax Simulation(Fed, State, PremTaxCredit) 
5. Real Estate Transaction Journal 
6. Sales Tax Remittance Tracking 
7. Payroll Tax Remittance Tracking

Other: (1)  Accounting Master File   (2)  diy1_ZAS - Unbound Google Script Project - Landing Page  
(3) List of Templates in Google Sheet Format 

suggested template implementation order

You can go right to Box 5, the Bookkeeping Module. If you do that, you are instructed on creating sufficient folders for basic organization in that setup process.  However, completing the Accounting Master file first will help, as that aggregates an account list in a single place for preliminary organization.  If you want to grow into using spread sheet templates, if you need to ween from Quickbooks or another database style solution,  the implementation order below is suggested. 

view in new tab 

edit

Suggested Folder Structure for Template Organization

View in Separate Window 

Template list, Technical Details Chart & Functions list

View in Separate Window