Advice: Use Templates to Update Standard Packages

Use saved templates to update your monthly financial reporting package automatically:

How to Use Templates to Update Standard Packages

1. Create your standardized financial statements and reports as templates

2. Fetch them into your reporting workbooks by opening your latest monthly reporting template in the Add-On. 

3. Then click to populate your template

4. Link it to Google slides by copying and pasting it into your slide

4. Update your latest monthly package with these numbers, and guarantee accuracy that the latest data are always populated.