Some general comments: All of our standards are customizable to your requirements. We are very flexible in our development.

Not only can we define the format of the sheets to meet your needs but the level of integration can be customized to your needs. For example, detail transaction information can be fed into a summary workbook or sheet automatically.

Further, all of our macros can be made available to your internal systems staff or they can be locked out completely and only our staff will be able to modify them, giving you complete security of the information processing.

Our preferred approach is to provide a complete toolkit of workbooks, so that after your staff have completed training, they will be able to address your needs internally.