Template library
1,658 templates.
Accounting & BookkeepingAccounting Journal
Record and organize journal entries with trial balance and adjusting entries for accurate bookkeeping.
- Account code and account name columns
- Trial balance tracking
- Adjusting entries section
Accounting & BookkeepingAccounting Merchandising Balance Sheet Report
Generate formatted balance sheets from a chart of accounts with multi-period comparisons.
- Chart of accounts database with account numbers and names
- Pre-formatted balance sheet templates
- Automatic account linking via VLOOKUP
Accounting & BookkeepingAccounting Merchandising P&L Report
Multi-format profit & loss statements with chart of accounts integration for retail businesses.
- Chart of accounts with account number and name mapping
- Three distinct P&L report layouts with debit/credit columns
- VLOOKUP automation to pull account names from chart
Accounting & BookkeepingAccounting Merchandising Special Journals
Track cash, purchase, and sales transactions with automated chart of accounts integration.
- Separate journals for cash, purchases, and sales transactions
- Chart of accounts integration with account codes
- Automatic last-entry-date calculation using MAX function
Accounting & BookkeepingAccounting Worksheet Template
A structured accounting worksheet for organizing trial balance data with adjusting entries and automatic subtotals.
- Automatic SUM subtotals for quick calculations
- Account code and account name columns for organization
- Dedicated trial balance columns
Accounting & BookkeepingAccounts Payable Dashboard Template
A comprehensive dashboard for tracking and managing accounts payable with vendor payments, approval status, and payment methods.
- Accounts Payable Log with invoice details and approval status
- Dashboard with summary metrics and KPIs
- Charts visualizing payable amounts and payment statuses
Invoicing & BillingAccounts Receivable & Credit Standards Analysis
Analyze credit standards and receivables management with cost ratio tracking and financial metrics.
- Cost ratio summary calculations
- Receivables analysis framework
- Variable cost tracking
Accounting & BookkeepingAccounts Receivable Ledger & Aging Template
Track customer invoices, aging analysis, and payment status to improve cash flow and collections.
- Automated aging categorization by days overdue
- Customer invoice ledger with transaction details
- Aging summary report showing current, 30-60-90+ day balances
Accounting & BookkeepingAccounts Receivable Management - Credit Standards Analysis
Analyze credit standards impact on receivables, evaluate cost ratios and profitability trade-offs.
- Summary cost ratio calculations
- Variable cost tracking
- Accounts receivable impact analysis
Task & ProductivityAction List with JAM Ranking
Prioritize tasks using the JAM method to focus on high-value actions and abandon low-impact work.
- JAM ranking system (Just do it, Abandon, Maybe)
- Value and difficulty scoring
- Automated rank calculations with IF/MATCH functions
Task & ProductivityAction List with PICK Ranking
Prioritize tasks by value and effort using PICK matrix scoring for focused execution.
- PICK matrix categorization (Prioritize/Implement/Consider/Kill)
- Value and difficulty scoring system
- Task ownership assignment
Accounting & BookkeepingActivity Costs Tracker
Track and allocate direct, indirect, and administrative costs across multiple products.
- Multi-product cost comparison
- Direct, indirect, and administrative cost breakdown
- Automatic cost summaries with SUM formulas
Budgeting & Expense ManagementActual vs Budget Comparison
Track spending against budgets with YTD summaries, monthly breakdowns, and variance analysis across accounts.
- Year-to-date actual vs budget comparison by GL code and account
- Monthly expense summary with automatic date rollups
- Itemized expense detail with invoice tracking
Budgeting & Expense ManagementActual vs Budget Comparison
Track spending against budget with monthly summaries and year-to-date variance analysis.
- Automatic actual vs budget comparison by account
- YTD summary with remaining budget calculations
- Monthly expenses broken down by date and account
Education & AcademicAdaptive Mouse Access Assessment & Data Tracker
Track and assess student adaptive mouse access skills with test data, charts, and detailed settings documentation.
- Student name and assessment date fields
- Performance data scoring sheet
- Built-in visualization chart
Education & AcademicAdaptive Mouse Access Assessment and Data Tracker
Track and analyze adaptive mouse access assessments with student data, test settings, and visual performance charts.
- Student information and assessment date tracking
- Multiple assessment date columns for longitudinal data
- Visual chart generation for performance visualization
Accounting & BookkeepingAdjusting Journal Template V13
Record and track adjusting entries across retail and service operations with integrated chart of accounts.
- Separate adjusting journal sheets for retail and service operations
- Integrated Chart of Accounts reference with account codes and names
- Automatic date tracking showing most recent entry (MAX formula)
Records & LogsAdministration Compliance Audit Schedule Template
A comprehensive compliance audit scheduling and tracking system with personnel management and status monitoring across multiple departments.
- Monthly calendar grid for visual scheduling
- Personnel directory with contact information
- Department-based organization
Records & LogsAdministration Compliance Checklist Template
Track and manage administrative compliance requirements across your organization with detailed checklists and employee responsibility assignments.
- Multiple compliance checklist views (populated and blank templates)
- Employee responsibility assignment and contact information
- Status tracking (In Progress, Not Started)
Records & LogsAdministration Compliance Checklist Tracker Template
Track and monitor administrative compliance requirements with status tracking, compliance scoring, and employee information management.
- Compliance checklist with yes/no status tracking
- Automatic percentage calculations for completion rates
- Employee information database with contact details
Business Planning & StrategyAdministration Compliance Gap Analysis Tool Template
A comprehensive template for tracking and analyzing compliance gaps across administrative functions, employee details, and organizational compliance status.
- Company information repository
- Employee directory with contact details
- Compliance status categorization
Records & LogsAdministration Contract Management Database Template
Comprehensive database template for tracking and managing business contracts with vendor information, contract details, and personnel contacts.
- Multi-sheet database structure
- VLOOKUP formulas for automatic data population
- IFERROR functions for data validation
Project ManagementAdministration Crisis Communication Checklist Template
A comprehensive checklist template for managing crisis communication protocols with tracking of completion status and assigned responsibilities.
- Company information storage
- Task completion tracking with checkboxes
- Automatic completion rate calculation via COUNTIF
Records & LogsAdministration Data Privacy Compliance Audit Template
Track and manage data privacy compliance audits across departments and compliance areas with structured audit checklist and status tracking.
- Departmental compliance tracking
- Compliance area mapping
- Audit status monitoring