April 11, 2023

 


Inspiration Sign Up! 

 

COVER LETTERS 

  • Finish draft, revise, and send to Liz for final review

 

EXCEL - Practice Scenario

You have set a BIG goal to start saving 5% of your gross earnings every pay period. You want to use Excel to track and calculate this savings goal for you. Create a spreadsheet template to:

  • ENTER pay date, your hours worked, and hourly wage (separate out overtime and overtime rate)
  • Use FORMULAS to calculate your gross pay and how much money reaches your 5% savings goal for each month
  • ENTER amount actually saved 
  • Use a FORMULA to calculate percentage of gross wages actually saved

Example spreadsheet - 

 https://docs.google.com/spreadsheets/d/1VVAqnpd8h69MUfGPl8vY2AF5WF_caPUW/edit?usp=share_link&ouid=110213089310125315291&rtpof=true&sd=true

 

EMAIL - Workplace scenario

1. You placed an order with Vistaprint for promotional products (pens, mugs, magnets) for your company. The order was scheduled to be delivered on April 7 but you still have not received it. Email the company to find out about your order. (Send email to lizonufer@yahoo.com) 

CONSIDER all the information you need to include (your order #, order date, date scheduled to arrive, your company name, etc) so Vistaprint can respond effectively. Also, consider what specifically you are asking for in their response (tracking number? refund of expedited shipping cost?)

 

2. You received an email from a client who needs to cancel their reservation with your company, but they are not within the cancellation window. This means, no refund of their deposit. The client has asked for a refund because the cancellation was due to a family emergency. Reply to the client's request for cancellation and full refund. 

CONSIDER the tone of your response. You want to keep this client in the future, but you cannot waive the cancellation policy and will keep the deposit.

 

Lunch!


OUTLOOK

  • Email - signature line, vacation responder 
  • Calendar - scheduling meetings, tracking due dates
  • To Do list

 

INTRO to BOOKKEEPING

  • Workflow
  • Accounts Payable (AP)
  • Accounts Receivable (AR)

QUICKBOOKS ONLINE

  • Create account
  • Set up company
  • Enter invoice for electric bill from Lower Valley Energy
    • create vendor
    • bill date: 4/1/2023
    • bill amount: $436.78
  • Pay bill 

 

REFLECTION

  1. How do you feel after a full day of training back in person? 
  2. What did you enjoy most about the day? 
  3. What was the biggest challenge of the day? 
  4. What are you looking forward to tomorrow?

 

 

 



 

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