Copy of ExcelStandards12

Copy of ExcelStandards12 - CONESTOGA COLLEGE SCHOOL OF...

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LS03/05/2012 Page 1 of 3 CONESTOGA COLLEGE SCHOOL OF BUSINESS ACCOUNTING PROGRAM EXCEL WORKBOOK STANDARDS PROPER WORKBOOK SET-UP The following are some of the rules to abide by whenever possible. 1. Input and reports should be separated. They should be set up on separate worksheets. 2. User input should be restricted as much as possible to the input sheet. 3. All descriptions and narratives should be very detailed to eliminate any doubt for the user. 4. Data should only have to be entered once by the user. 5. All report dates must be cell referenced to an input cell or calculated automatically by the computer. STANDARD REQUIREMENTS FOR ALL EXCEL ASSIGNMENTS The following are expected on all assignments: 1. All printouts must have a header set-up as follows: • Left - Your Section and Instructor's Initials (e.g. 1A1DH) • Middle - The Assignment Number • Right - Your Name 2. The first sheet on all workbooks is to be a Documentation Sheet with the following: • Company name in large letters • The purpose of the workbook. (e.g. to produce financial statements from a trial balance) 1. Enter the financial statement date in the area provided on the input sheet. 5. Abbreviations should only be used when the full word will not fit. 9. There should not be any blank columns in input or reports. 11. Use portrait orientation for all printouts (rather than landscape), unless instructed otherwise. 12. Gridlines should not be used on financial reports. For accounting applications of Excel workbooks it is always advisable to use certain rules of thumb since the workbook will often be used by someone other than the designer (such as a data entry clerk). • The date the workbook was prepared. This cannot be the formula =NOW() or =TODAY(), since these change each time the workbook is reopened. Instructions to the user. These are instructions to future users, not to yourself or your teacher. For example, if the workbook produces financial statements from a trial balance, the instructions may read: 2. Enter the trial balance in the yellow area on the input sheet (enter credits as negative numbers),check for a zero total, then click on the appropriate sheet tab to view or print the reports. 3. Remember! The assignments are examples of actual on-the-job workbooks. They must be set up so the input could be entered by someone other than yourself with limited knowledge of Excel and/or accounting. 4. Assume that all reports will be presented to your boss and thus must be professional in appearance. This means the proper use of: headings, dollar signs, number formatting, indenting, underlining,centering, etc. 6. Input sheet cells that are for user entry should be unlocked and coloured for ease of data entry. Each worksheet should be protected without a password prior to submission. 7.
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This note was uploaded on 03/03/2012 for the course ACCT 2460 taught by Professor Farrar during the Winter '12 term at Conestoga.

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Copy of ExcelStandards12 - CONESTOGA COLLEGE SCHOOL OF...

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