Book Image

Excel 2010 Financials Cookbook

By : Andre Odnoha
Book Image

Excel 2010 Financials Cookbook

By: Andre Odnoha

Overview of this book

<p>Excel is one of the mostused software tools in the world and just about every business has a copy somewhere. Despite its power and flexibility it is not always clear how to use it to perform some of the most important tasks in any business: organizing, analysing, and presenting financial information.<br /><br />Excel 2010 Financials Cookbook contains a rich collection of useful techniques for handling financial data in Excel. From integrating data from a variety of different sources, through organazing and analyzing financial data, to presenting it in a variety of graphical forms, this book has you covered.<br /><br />The book deals first with "normalizing" financial data -- that is, bringing data from a number of different sources into a single format where you can analyze them together. Then you'll learn techniques for managing and analyzing the data before discovering ways to present it graphically. The book then looks at Excel's built in features for financial analysis, and even shows how you can combine the built in features to build your own analysis functions.</p>
Table of Contents (14 chapters)
Excel 2010 Financials Cookbook
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

E-mailing an invoice from Excel


Invoicing is a necessary and important function in finance. You may need to send an invoice to inform vendors or contractors of amounts owed, or amounts billed for a specific job or function. Many financial programs have invoicing functionality; however, the invoice created by those programs is most often not customizable. Entering the invoice information into Excel allows you to customize the look and calculations of the invoice you need to send.

In this recipe, you will learn how to have Excel automatically e-mail an invoice within the program to an e-mail address of your choice.

Getting started

This recipe will use a pre-formatted invoice that you created within Excel, and will utilize Outlook as the e-mail client.

How to do it...

Sheet1 in Excel contains the invoice that we need to send to our vendor to bill for services:

  1. 1. Open the Visual Basic Editor (VBE) by pressing Ctrl + F11 on your keyboard.

  2. 2. From the menu bar at the top of the VBE, choose Insert...