Congratulations on purchasing one of our document templates sets! In this article we’ll give you tips on how to edit and make them your own.
Our advice is to read through the editing process before you begin editing. Remember to save a copy of the document templates before you begin, in case you need to revert back to them.
Cash Flow Template
12-Month Cash Flow
3 Year Cash Flow
The next template in this pack is the loan tracker (or Depreciation template.) Let’s take a look at how to edit that-
Depreciation Document Template
Pretty simple! Next to be edited is the Internal Budget sheet-
Internal Budget Sheet
This template has 12 sheets- one for each month of the year. Be sure to update this sheet every month for a good overview of where your business stands financially.
That’s all there is to it! Our next document template up for editing is the loan tracker (or amortisation schedule)-
This loan tracker is an excellent way of keeping up with loan repayments. Editing is simple-
That’s how we roll- making life simpler for you. Let’s move on to the next sheet for editing: the Payroll employee info form.
Payroll Employee Information Form
Done! Next is the Profit and Loss sheet (this one is also easy to edit)-
Profit & Loss Template
Done! Next is the Trial Balance sheet-