Indlela yokufuduka usuka kwi-Excel ukuya kwiSoftware yoLawulo lweMali-mboleko

Ukususa incwadi yakho yeemali-mboleko kwi-Excel ayikokulayisha nje ifayile. Imalunga nokutshintsha indlela umsebenzi wakho wokubolekisa osebenza ngayo ngelixa ababolekayo besaqhubeka behlawula.

Ispreadsheet ayiyorekhodi nje. Iqulethe iibhalansi zakho, iishedyuli zakho, imithetho yakho yezohlwayo, kwaye amaxesha amaninzi, yindawo ekuphela kwayo apho imbali yakho yeentlawulo ikhoyo.

Yiloo nto impendulo yokwenyani kumbuzo othi “ndifudusa njani ngaphandle kokulahlekelwa yidatha” ayililo iqhosha elinye lokungenisa. Uyayikhusela idatha yakho ngokuyicoca kuqala, ngokumaphisha yonke intsimi ngocoselelo, ngokulungisa iibhalansi phambi kokuba uqalise ukusebenza, nangokuqhuba iirekhodi ezindala nezintsha ngokuhambisana umjikelo omnye opheleleyo wokuqokelela phambi kokuba ucime ishidi.

Xa yenziwe ngendlela eyiyo, ukufuduswa kombolekisi onamakhulu ambalwa eemali-mboleko ezisebenzayo kuthatha iiveki ezimbalwa zomsebenzi wexeshana. Ubuninzi belo xesha buya kwindawo edikayo: ukufuna ukuba yeyiphi inguqulelo yefayile eyinyani, nokuba kutheni intsalela engahlawulwanga kwimali-mboleko engu-214 ingahambelani nemali oyifakileyo ebhankini.

Esi sikhokelo sicacisa inkqubo ngokulandelelana umsebenzi wokubolekisa owudinga ngako, ukusuka ekumiseleni umda ukuya ekurhoxiseni i-Excel. Ukuba ukhetha ukungakwenzi ngokwakho ukungenisa kokuqala, Lendbox izakuthatha ifayile yakho ye-Excel ize ikusetele iakhawunti. Ungaqala uvavanyo lwasimahla apha lendbox.io ukuze ubone imeko yakho yokwenyani yepotfoliyo phambi kokuba uzibophelele kuyo nayiphi na into.

Misela Umda Wokufuduswa Phambi Kokususa Nayiphi Na Idatha

Phambi kokuba uvule netemplate yokungenisa, nquma ukuba “kugqityiwe” kujongeka njani. Umda oqinileyo wenza ukuba ukufuduswa kungarhuqi iinyanga kwaye kungonakalisi ukuqokelelwa kweentlawulo ngokuthe cwaka phakathi.

Izigqibo ezibini ezinkulu: zeziphi iirekhodi ekufuneka zihlale zisebenza ngalo lonke ixesha, kwaye nokuba ususa yonke into ngaxeshanye okanye ngokwamanqanaba.

Chonga Iirekhodi Ekufuneka Ziqhubeke Zisebenza

Yahlula incwadi yakho yeemali-mboleko phakathi kwezisebenzayo nezembali.

Iirekhodi ezisebenzayo ziimali-mboleko ezisebenzayo ezinentsalela eseleyo, iimali-mboleko ezisemva kwentlawulo, iimali-mboleko ezihlengahlengisiweyo, nayo nayiphi na into enentlawulo efunekayo kwiintsuku ezingama-60 ezizayo. Ezi kufuneka zifuduke neeshedyuli zazo ziphelele, kuba igosa lemali-mboleko liza kube liqokelela kuzo kwiveki ezayo.

Imbali yahlukile. Iimali-mboleko ezihlawulwe ngokupheleleyo, iiakhawunti ezicinyiweyo, neefayile ezindala zababolekayo zingalandela kamva, okanye zihlale nje kwindawo yogcino.

Akukho nto kwisicwangciso sakho sokufuduswa kufuneka ibeke ishedyuli yentlawulo esebenzayo emngciphekweni ukuze kugcinwe imali-mboleko eyavalwa ngo-2023.

Bhala uluhlu phandle:

• Iimali-mboleko ezisebenzayo neeshedyuli zazo eziseleyo
• Iimali-mboleko ezisemva kwentlawulo, ezineentsuku ezidlulileyo nezohlwayo ezongezelekileyo
• Iiprofayili zababolekayo kuye nabani na onemali-mboleko esebenzayo okanye yakutshanje
• Isibambiso esigcinelwe iimali-mboleko ezisebenzayo
• Iibhalansi zokuqala zemali ezinkozo, iimali-mboleko ezilindelekileyo nengeniso yenzala
• Imbali yeentlawulo ubuncinane kunyaka-mali wangoku

Khetha Ukufuduswa Ngokwamanqanaba okanye Ukufuduswa Okupheleleyo

Ukufuduswa okupheleleyo kuthetha ukuba yonke into iyahamba kwaye uqala ukusebenza ngomhla omnye. Kucace ngakumbi ngokwengqondo kwaye kusebenza kakuhle ukuba unesebe elinye, ngaphantsi kwamakhulu ambalwa eemali-mboleko ezisebenzayo, nomntu omnye owaziyo ispreadsheet.

Ukufuduswa ngokwamanqanaba kuhambisa isiqwenga esinye ngexesha: isebe elinye, imveliso enye yemali-mboleko, okanye iimali ezikhutshiweyo ezintsha kuphela. Iimali-mboleko ezintsha zibhalwa kwinkqubo entsha ngelixa iimali-mboleko ezikhoyo zisaphela kwi-Excel. Kunciphisa umngcipheko kodwa kuphinda kabini umsebenzi wokunika ingxelo ngelixa zombini zisebenza.

• Ukufuduswa okupheleleyo — Kufaneleka xa: Isebe elinye okanye amabini, ifayile yomthombo ecacileyo enye, incwadi encinci esebenzayo. Umngcipheko ophambili: Yonke into ixhomekeke ekubeni impelaveki enye yotshintsho ihambe kakuhle.
• Ngezigaba ngokwesebe — Kufanelekile xa: Amasebe amaninzi, umgangatho wedatha ongalinganiyo. Umngcipheko ophambili: I-ofisi eyintloko inika ingxelo ngeenkqubo ezimbini iiveki ezininzi.
• Ngezigaba ngokwemveliso — Kufanelekile xa: Iimveliso ezahlukileyo ezineendlela ezahlukileyo zenzala. Umngcipheko ophambili: Abasebenzi kufuneka bakhumbule ukuba yeyiphi imali-mboleko ehlala phi.
• Iimali-mboleko ezintsha kuphela — Kufanelekile xa: Incwadi yexesha elifutshane ejika kwiinyanga ezi-3 ukuya kwezi-6. Umngcipheko ophambili: Incwadi endala ayinakuze ifumane idatha ecwangcisiweyo.

Ngokwenzekayo, uninzi ababolekisi abancinci benza ngcono ngokufuduswa ngokupheleleyo kweemali-mboleko ezisebenzayo kunye nokulayishwa kwembali ngokuyinxenye. Iimali-mboleko ezihlawulweyo zigcinwa njengefayile ye-Excel efundwayo kuphela.

Yabela Abanini, Iitshekhi zeMpumelelo kunye noLuhlu lweXesha lokuFuduka

Ufuduko luyema xa wonke umntu enoxanduva kwaye kungekho mntu uphendulayo. Yabela umnini omnye wedatha, ngokuqhelekileyo umntu owazi ispredishithi ngcono.

Yabela umnini omnye woqwalaselo, ngokuqhelekileyo umphathi wemisebenzi. Yabela umvumeleli omnye, ngokuqhelekileyo umlawuli, otyikitya ukuvuma ukuqaliswa.

Emva koko chaza impumelelo ngamanani onokukhangela ngokwenene:

• Iimali-mboleko ezifumanekayo zizonke kwinkqubo entsha zihambelana nenani lespredishithi elilungelelanisiweyo ukuya kwisenti
• Inani leemali-mboleko ezisebenzayo liyafana
• Isixa samatyala asileleyo sihambelana nengxelo yakho yobudala bamatyala
• Iimali-mboleko ezingama-20 ezikhethiweyo ziyahambelana ngenqununu, ibhalansi, umhla olandelayo wokuhlawula kunye nezohlwayo
• Iibhalansi zokuvula zetshati yee-akhawunti zihambelana nebhalansi yakho yokugqibela yokuvavanya

Zinike uluhlu lwexesha olunokwenzeka. Mhlawumbi iiveki ezimbini zophicotho nokucoca, iveki yokwenza imephu nokuqwalasela, enye yokungenisa okuvavanywayo nokulungelelanisa, emva koko umjikelo opheleleyo wokuqokelela ngokunxuseneyo. Cinezela ukuba incwadi yakho incinci, kodwa ungatsibi ukuqhuba ngokunxuseneyo.

Phicotha kwaye uCoca iNcwadi yeMali-Mboleko Ekhoyo

Ukungenisa kukopa into oyinikayo. Yinike ispredishithi eneeseli ezidityanisiweyo, iifomathi zomhla ezintathu, kunye nemiqolo emibini yomboleki omnye, kwaye uza kufumana nje inguqulelo ekhawulezayo yesiphithiphithi esifanayo.

Eli nqanaba alinabukhazikhazi. Kodwa ngokunyanisekileyo, kulapho uninzi lwexabiso likhona.

Yenza uluhlu lwazo zonke iifayile ze-Excel kunye nemithombo yedatha yemali-mboleko

Qala ngokufumana yonke indawo apho idatha yemali-mboleko ihlala khona. Phantse akunakuze kube yifayile enye kuphela.

Uluhlu oluqhelekileyo lomabolekisi omncinci:

• Umkhondo ophambili wemali-mboleko, kunye neekopi kwiilaptop ezimbini.
• Ishithi eyahlukileyo yokuqokelela ehlaziywa ngamagosa asendle.
• Incwadi yemali okanye incwadi yeerisithi engadityaniswanga nayo nayiphi na kwezi.
• Imisonto ye-WhatsApp apho iintlawulo zaqinisekiswa kodwa zange zifakwe
• Izivumelwano zemboleko zephepha kunye neefotokopi ze-ID kwikhabhathi yeefayili
• Ubalo lwezohlwayo olwenziwe ngekhalityhuleyitha lwaza lwabhalwa eludinini

Kumthombo ngamnye, bhala ukuba ngubani ongumnini wawo, ukuba wagqityelwa nini, nokuba ingangqinelani na nefayile eyintloko. Emva koko khetha eyintloko ibe nye uze uphawule ezinye njengezokufunda kuphela.

Ukuthiya ngokutsha iikopi ezindala ngokubeka “ARCHIVE” ngaphambili kusebenza ngcono kunokuthembela ebantwini ukuba bakhumbule.

Coca iirekhodi zababoleki, idatha yeemboleko kunye nembali yeentlawulo

Ngoku yenza umgangatho. Injongo kukuba kubekho umqolo omnye kwirekhodi nganye, ifomathi enye kwikholam nganye, kungabikho manqaku afihlwe kwizimvo zeeseli.

Sebenza ngoku ngokulandelelana:

1. Ababoleki. Irekhodi enye ngomntu ngamnye. Dibanisa iikopi eziphindwe kabini ezidalwe kukwahluka kopelo. Lungisa iinombolo zefowuni zibe yifomathi enye, kuba ezi ziya kuqhuba izikhumbuzi ze-SMS ne-WhatsApp kamva.
2. Izichazi. Nika wonke umboleki nayo yonke imboleko i-ID eyodwa. Ukuba ubusebenzisa amagama njengezichazi, le yeyona yure ixabisekileyo uya kuyichitha.
3. Imihla. Ifomathi enye kuyo yonke indawo. Umhla wokukhutshwa kwemali, umhla wokuqala wokuhlawula, umhla wokuphela. Imihla engacacanga ingowona mthombo uqhelekileyo weeshedyuli ezingalunganga emva kokungeniswa.
4. Izixa. Amanani kuphela. Susa iisimboli zemali, susa izahluli zamawaka ezazichwethezwe njengombhalo, kwaye ucime imiqolo eyayiziitotali eziphakathi kunokuba ziimboleko.
5. Ubume bemboleko. Uluhlu olusisigxina: esebenzayo, esemva kwentlawulo, ehlengahlengisiweyo, ehlawulweyo, ecinyiweyo. Akukho mbhalo ukhululekileyo.
6. Iintlawulo. Umhla, isixa, nendlela esabiwa ngayo phakathi kwemali eyintloko, inzala, iifizi kunye nesohlwayo. Ukuba ulwabiwo aluzange lubhalwe ngokungaguquguqukiyo, thatha isigqibo ngomgaqo omnye ngoku uze uwusebenzise ukuya phambili.

Emva koko thelekisa. Thatha imali yakho eyintloko iyonke engekahlawulwa kwifayile ecociweyo uze uyithelekise nemeko yakho yemali kunye neseti yakho yokugqibela yee-akhawunti.

Lapho ingangqinelani, yilungise ngelixa usakhumbula umxholo. Izixhobo ze-AI zingakunceda ubone iirekhodi zababoleki eziphindwe kabini okanye ufunde i-ID eskeniweyo, kwaye ziluncedo ngokwenene ekulungiseleleni iifayile, kodwa umatshini akanakukuxelela ukuba yeyiphi kwiibhalansi ezimbini ezingqubanayo eyeyokwenene. Eso sisigqibo somntu.

Gqiba ukuba yintoni emayifuduswe, igcinwe okanye yakhiwe ngokutsha

Ayisiyiyo yonke into efanele ukufuduswa.

Fudusa: iimboleko ezisebenzayo ezineeshedyuli ezipheleleyo, ababoleki abaneemboleko ezisebenzayo okanye zamva nje, imbali yeentlawulo zonyaka wangoku, izibambiso kwiimboleko ezisebenzayo, iibhalansi zokuqala.

Gcina: iimboleko ezigqityiweyo ngaphezu konyaka odlulileyo, ababoleki abangasebenziyo, iingxelo zembali. Gcina ifayile ye-Excel ecociweyo ifundeka kuphela kwaye igcinwe kwenye indawo engeyiyo ilaptop.

Yakha ngokutsha: iimveliso zemboleko, iindlela zenzala, ubume beefizi, imigaqo yezohlwayo kunye nemida yokuvunywa. Ezi zilungiselelo, ayiyo datha.

Bhala phantsi imiqathango yemveliso nganye ephepheni kuqala, kuquka indlela inzala ebalwa ngayo nokuba izohlwayo ziqala nini. Yakhe ngokutsha kwisistim entsha. Ukukopa ifomula eyaphukileyo akuphumeleli nto.

Yenza imephu yedatha kwaye uqwalasele ukuhamba komsebenzi omtsha wemboleko

Imephu kulapho uthatha isigqibo, intsimi ngeentsimi, ukuba ikholam nganye yespredishithi iba yintoni. Ukwenza oku ngendlela engeyiyo kuze iibhalansi zibonakale zichanekile ngelixa iishedyuli ziphume ngenyanga ngokungaqaphelekiyo.

Uqwalaselo sisiqingatha esinye: iimveliso zemboleko, iimvume kunye ne-accounting zilungiswe phambi kokuba idatha yokwenene ifike.

Yenza imephu yeentsimi yababoleki, iimboleko neebhalansi

Yakha itafile yemephu elula phambi kokuba ungenise nantoni na. Umqolo omnye kwikholam nganye yespredishithi.

• Igama lomxhasi → Igama lokuqala lomboleki + ifani (Umbhalo) — Yahlula kwiindawo ezimbini.
• Inombolo yeselula → Ifowuni yomboleki (+63XXXXXXXXXX) — Iqhuba izikhumbuzi ze-SMS ne-WhatsApp.
• Imali Enikiweyo → Imali eyintloko (Inani) — Ayibandakanyi iifizi ezihlawulwa kwangaphambili.
• Umhla Wokukhutshwa → Umhla wokukhutshwa kwemali (YYYY-MM-DD) — Umisela ukuqala kweshedyuli.
• Intsalela → Imali eyintloko eseleyo (Inani) — Kufuneka ingabandakanyi inzala eqokelelweyo.
• Ihlawulwe ukuza kuthi ga ngoku → Iintlawulo zizonke (Inani) — Khangela ngokuthelekisa imali eyintloko + inzala.
• Isimo → Isimo semali-mboleko (Uluhlu olumiselweyo) — Tshatisa umbhalo okhululekileyo kwezi simo zintlanu.

Izigqibo ezimbini zokutshatisa zibangela ubunzima obukhulu emva kokungenisa. Okokuqala, ukuba ingaba ikholamu yakho “yebhalansi” ibandakanya inzala eqokelelweyo okanye imali eyintloko kuphela. Okwesibini, ukuba ingaba imali-mboleko esebenzayo ingenisiwe ngesixa sayo sokuqala sokukhutshwa ize emva koko iintlawulo ziphinde zidlalwe, okanye ingenisiwe ngebhalansi yayo yangoku kunye neshedyuli entsha.

Ukuphinda udlale iintlawulo kukunika imbali yokwenyani. Ukungenisa ngebhalansi yangoku kuyakhawuleza. Khetha enye, uyisebenzise kuyo yonke imali-mboleko, kwaye ubhale phantsi ukuba ukhethe yiphi.

Ngenisa ngokulandelelana okuchanekileyo: ababoleki kuqala, emva koko iimali-mboleko, emva koko iintlawulo. Iimali-mboleko zifuna umboleki oza kuzinamathisela kuye, kwaye iintlawulo zifuna imali-mboleko.

Misela Iimveliso zeMali-mboleko, Iindima kunye neMithetho yoLwamkelo

Lungisa inkqubo ukuze ihambelane nendlela osebenza ngayo ngokwenene, hayi indlela onqwenela ukuba usebenze ngayo.

Kwimveliso nganye yemali-mboleko, chaza indlela yenzala, ixesha, ukuphindaphindeka kweentlawulo, iifizi ezihlawulwa kwangaphambili okanye ezisasazwayo, umgaqo wesohlwayo sokulibala, kunye nasiphi na isaphulelo osinikayo. Emva koko velisa ishedyuli yovavanyo uze uyikhangele ngesandla ngokuthelekisa nemali-mboleko oyazi kakuhle.

Ukuba isavenge sesithathu siphambuke ngeepeso ezimbalwa, indlela yakho yenzala ayichanekanga. Kubiza kancinci kakhulu ukuyifumana loo nto ngoku.

Iindima zilandelayo. Igosa lemali-mboleko kufuneka libone incwadi yalo. Umphathi wesebe kufuneka abone isebe lakhe. I-ofisi enkulu kufuneka ibone yonke into.

Olu lulawulo ispredishithi ekwabelwana ngaso esingenakuze sikunike lona, kwaye kufanelekile ukuba uluthathe nzulu. Ukufikelela okusekelwe kwindima kunye nomkhondo wophicotho yinto ejika “umntu othile watshintsha ibhalansi” ibe ligama kunye nesitampu sexesha.

Misela imithetho yolwamkelo ukuze ihambelane nemida yakho yokwenene yegunya. Ukuba imali-mboleko engaphezu kwesixa esithile ifuna umlawuli, yakhe loo nto endaweni yokuthembela kwimemori.

Lungiselela uBalo-mali, iZaziso kunye nokuNika iNgxelo

Ubalo-mali yinxalenye ababolekisi abadla ngokuyihlehlisa—kwaye yiyona badla ngokuzisola ngokuyishiya ibe yeyokugqibela.

Misela itshathi yakho yee-akhawunti kwaye ufake iibhalansi zokuqala ukususela kumhla wakho wokutshintshela. Uya kudinga ukubandakanya ikheshi, ibhanki, iimali-mboleko ezifumanekayo, inzala efumanekayo, ingeniso yenzala, ingeniso yeentlawulo, ingeniso yezohlwayo, kunye naziphi na ii-akhawunti zokubonelela.

Qinisekisa ukuba ezi zinto zihambelana nebhalansi yakho yovavanyo yokugqibela phambi kokuba ufake nantoni na entsha.

Xa incwadi yakho yeemali-mboleko kunye nenkqubo yobalo-mali zidityaniswa, ukukhutshwa kweemali kunye neentlawulo zokubuyisa zinokuvelisa amangeniso ejenali ngokuzenzekelayo. Amaqonga anobalo-mali olungena kabini olwakhelwe ngaphakathi, njengeLendbox, ayakusindisa ekuchwethezeni kwakhona imisebenzi yeemali-mboleko kwileja eyahlukileyo ekupheleni kwenyanga.

Nangona kunjalo, khangela amangeniso enkqubo ewavelisayo ngokuthelekisa nemboleko-mali enye ngesandla phambi kokuba uwathembe kuyo yonke incwadi yakho. Kuyakufanelela le mizuzu embalwa eyongezelelweyo.

Ngokuphathelele izaziso, zigcine zicinyiwe ngexesha lokungenisa. Akukho nto yonakalisa intembeko yababoleki ngokukhawuleza njengezikhumbuzo ezizenzekelayo ezingama-400 ezifika kubantu abasenyanisweni bahambelana nexesha.

Vula izaziso ngabom emva kokuqalisa ukusebenza, mhlawumbi qala ngemveliso enye okanye isebe elinye.

Yakha iingxelo oza kuzisebenzisa yonke imihla: uluhlu lwamatyala angahlawulwanga, amaqela ngokobudala betyala kwiintsuku ezingama-30, ezingama-60, nezingama-90, ipotfoliyo esemngciphekweni (PAR), ingxelo yeentlawulo zokubuyisa, kunye nesishwankathelo seshishini semihla ngemihla. Ukuba akusebenzisi ingxelo ethile, yitsibe okwangoku.

Ngqina uFuduko ngePilot kunye nokuQhuba ngokuNxuseneyo

Awudingi ukuthemba ufuduko ngobumfama. Udinga ukuluvavanya.

Ukungenisa okuncinci kwepilot, uthelekiso lomgca ngomgca, kunye nexesha apho zombini iirekhodi zisebenza kunye kuya kukuxelela ngaphezu kwaso nasiphi na isithembiso somboneleli.

Sebenzisa iMeko-bume yokuLungiselela kuFuduko lwePilot

Yenza uvavanyo phambi kolokwenyani. Thatha isampuli—iimali-mboleko ezingama-20 ukuya kwezingama-30 ezigubungela yonke imveliso oyinikelayo, kunye nemboleko-mali enye enetyala elingahlawulwanga, enye ehlengahlengisiweyo, kunye nenye ephantse yahlawulwa yonke.

Zingenise kwi-akhawunti yovavanyo okanye kwindawo yokusebenzela entsha onokuyilahla emva koko.

Emva koko khangela nganye ngesandla:

• Inqununu kunye nebhalansi eseleyo yangoku
• Umhla olandelayo wokuhlawula kunye nesixa sesavenge
• Iisavenge zizonke eziseleyo kunye nomhla wokuvuthwa
• Izohlwayo neentlawulo eziqokelelweyo
• Imbali yeentlawulo zokubuyisa, ngolwabiwo oluchanekileyo phakathi kwenqununu, inzala, nesohlwayo

Iimeko ezingaqhelekanga zikufundisa kakhulu. Iimali-mboleko ezineentlawulo ezingekho rhoqo, iimali-mboleko apho umboleki wahlawula kabini ngenyanga enye, iimali-mboleko ezahlengahlengiswa phakathi kwexesha.

Ukuba ishedyuli yezo ziphuma zichanekile, imephu yakho mhlawumbi ilungile. Ukuba akunjalo, lungisa imephu kwaye uphinde uqhube ipilot—musa ukulungisa imali-mboleko nganye kamva.

Visisanisa iiBhalansi, iiShedyuli kunye namaNgeniso oBalo-mali

Nje ukuba ulugqibile ukungenisa ngokupheleleyo, visisanisa kumanqanaba amathathu.

Inqanaba lepotfoliyo. Inqununu eseleyo iyonke, inani lilonke leemali-mboleko ezisebenzayo, kunye namatyala angahlawulwanga ewonke kufuneka zihambelane ngqo nespredishithi yakho ecociweyo. Ukuba uphambuke ngeepeso ezimbalwa, musa ukuyityeshela—fumana unobangela.

Inqanaba lemboleko-mali. Thatha isampuli ubuncinane i-10% yeemali-mboleko ezisebenzayo, okanye iimali-mboleko ezingama-20, nokuba yeyiphi na enkulu. Thelekisa onke amanani nefayile yomthombo.

Inqanaba lobalo-mali. Iimali-mboleko ezifumanekayo kwileja yakho kufuneka zilingane nenqununu eseleyo iyonke kwincwadi yeemali-mboleko. Ikheshi kufuneka ihambelane nengxelo yakho yebhanki ngomhla wokutshintshela.

Ukuba ezi modyuli zimbini azivumelani, kukho into engalunganga kwidatha yeemali-mboleko okanye kwiibhalansi zokuqala. Kungcono ukwazi ngoku kunasemva kokuba abasebenzi beqalisile ukufaka.

Gcina olu thelekiso njengo xwebhu olusayiniweyo. Xa umntu ebuza ngenani ethile kwiinyanga ezintathu, uya kuvuya ukuba unalo.

Vavanya iiNdlela zokuSebenza zabaSebenzi zoKwenyani phambi koVunyo

Ukuhambelana kwamanani akufani nokusebenza kwenkqubo. Yenza iqela lakho liqhube imisebenzi yalo yemihla ngemihla yokwenyani kwidatha yovavanyo.

Cela igosa leemali-mboleko ukuba lirekhode intlawulo yokubuyisa kwimali-mboleko yokwenyani esebenzayo kwaye liqinisekise ukuba ibhalansi neshedyuli zihlaziyeka njengoko kulindelekile. Benze bazame intlawulo engaphelelanga, emva koko ukuhlawula kwangaphambi kwexesha.

Cela umphathi wesebe ukuba avume imali-mboleko kwaye ajonge ukuba intlawulo ifakwa kwii-akhawunti ezichanekileyo. Vumela umgcini-zincwadi enze ibhalansi yovavanyo.

Umntu ngamnye kufuneka aqinisekise ukuba angawenza umsebenzi wakhe ngaphandle kokufuna uncedo. Olu luvavanyo lwakho lokwenyani lokwamkela.

Ukuba umntu ufuna umnxeba ukuze abhale intlawulo, awukakulungeli ukuqalisa ukusebenza, nokuba idatha ibonakala icocekile kangakanani.

Cwangcisa Utshintsho Olulawulwayo kunye nokuQaliswa kweNkqubo

Utshintsho lithuba elifutshane apho uyeka ukubhala kwi-Excel uze uqalise ukusebenzisa inkqubo entsha. Ngokunyaniseka, kufuneka kube yinto ethe chu.

Khetha iveki ezolileyo kangangoko unako, misa isipredishithi, faka amanani okugqibela, kwaye ugcine ukuqokelelwa kweentlawulo kuqhubeka ngalo lonke elo xesha.

Beka Umhla Wotshintsho kwaye Ujongane noTshintsho lweDatha yokuGqibela

Khetha umhla oneentlawulo ezimbalwa kakhulu ezifanele ukuhlawulwa. Kubabolekisi abaninzi, oko kusekuqaleni kwenyanga okanye kanye emva kosuku oluxakekileyo lokuqokelela—hayi ngaphambi kwalo.

Ulandelelwano olusebenzayo:

1. Bhengeza umhla kubo bonke abasebenzi ubuncinane iveki ngaphambi komhla, kunye nephepha elinye elichaza indlela yokwenza.
2. Faka yonke intlawulo eshiyekileyo kwisipredishithi kude kube ngumzuzu wotshintsho.
3. Misa isipredishithi. Yenze ifundeke kuphela, kungabikho zinto zikhethekileyo, kwaye kubekho umntu omnye ochongiweyo ophethe ilungelo lokulungisa.
4. Khupha, wenze ukungenisa kokugqibela, kwaye uthelekise iitotali kwakhona.
5. Fumana imvume ebhaliweyo yomntu ovumayo phambi kokuba abasebenzi baqalise ukufaka iitransekshini ezintsha.
6. Yonke into eqokelelweyo ngexesha lokumiswa kwesipredishithi ingena kuluhlu lwephepha kwaye ifakwe kwinkqubo entsha kwangoko emva kokuqaliswa kokusebenza.

Olo luhlu lwephepha lubalulekile. Ukuqokelelwa kweentlawulo ebaleni akunqumami ngenxa nje yokuba ufuduka, kwaye intlawulo engabhalwanga kuyo nayiphi na inkqubo yiyo kanye ilahleko ofuna ukuyiphepha.

Gcina ukuQokelelwa kweeNtlawulo noNxibelelwano noBaboleki kuQhubeka

Ukuqokelelwa kweentlawulo akunakuthi cwaka ngexesha lokufuduka. Nika amagosa emali-mboleko uluhlu olushicilelweyo lweentlawulo ezisilelayo ngentsasa yotshintsho ukuze bakwazi ukuqhubeka nokusebenza, nokuba abakangenanga kwinkqubo.

Gcina incwadi yeerisithi ikufuphi njengendlela yokusetyenziswa xa kukho ingxaki. Yabela umntu omnye ukuba aphendule imibuzo ethi "yiyiphi inkqubo endiyisebenzisayo kule nto?" kwiveki yokuqala.

Kwicala lomboleki, thetha kancinci kwaye utshintshe nakancinci. Ababoleki akufuneki bazi ngokufuduka kwakho. Into abaza kuyibona sisikhumbuzi esiphindwe kabini, irisithi enefomathi entsha yereferensi, okanye ingxelo ebonisa ibhalansi engalunganga.

Ke ngoko: gcina izikhumbuzi ezizenzekelayo zicinyiwe de ube uyiqinisekisile idatha yeentlawulo ezisilelayo. Emva koko zivule kwimveliso enye kuqala.

Ukuba amanani eirisithi ayatshintsha, xelela ababoleki ababuzayo, kwaye ugcine amanani amadala ebonakala kwiingxelo inyanga yonke. Ukuba uvula i-portal yababoleki, yazise emva kokuba uqinisekile ngeebhalansi—hayi ngosuku lokuqala.

Lungiselela iSicwangciso sokuBuyela emva kunye nokuNyuswa kweNgxaki

Gqiba kwangethuba ukuba yintoni enokukubuyisela kwisipredishithi, kwaye njani.

Bhala phantsi iimeko: iitotali zepotfoliyo ezingenakulingana, iishedyuli ezivelisa izavenge ezingalunganga kwiimveliso ezininzi, okanye abasebenzi abangakwaziyo ukubhala iintlawulo. Ukuba nayiphi na kwezi meko isaqhubeka emva kweeyure ezingama-48, buyela kwisipredishithi esimisiweyo, usivule, ufake iitransekshini ezibhalwe ukususela kutshintsho, uze ucwangcise kwakhona.

Ukubuyela emva kusebenza kuphela ukuba ugcina isipredishithi esimisiweyo singachukunyiswanga kwaye sigcinwe sodwa ubuncinane iinyanga ezintathu. Ungasicimi, kwaye ungavumeli mntu ukuba asilungise "ukulungisa nje into enye."

Kwakhona, chaza indlela yakho yokunyusa ingxaki. Ngubani ofowunela umthengisi, ngeyiphi indlela, kwaye yintoni ebalwa njengengxakeko? Ukwazi ukuba inkxaso ifumaneka nge-imeyile okanye nge-chat—kwaye ukuba ungabhukisha iseshoni yoqeqesho—kufanele kuqinisekiswe phambi kotshintsho, hayi ngexesha lalo.

Yakha ukuZithemba emva koTshintsho

Itekhnoloji ayisoloko iyeyona nto inzima. Kukuthemba amanani amatsha okunzima. Iiveki ezisemva kokuqaliswa kokusebenza zimalunga nokuqeqesha abantu kwimisebenzi yabo kunye nokujonga idatha ngononophelo.

Yiyeke i-Excel kuphela emva kokuba inkqubo entsha iphumelele umjikelo opheleleyo.

Qeqesha iQela ngeMisebenzi yalo yeMihla ngemihla

Qeqesha ngokwendima, hayi ngokukhenketha iimpawu zenkqubo. Igosa lemali-mboleko akufuneki libone itshati yee-akhawunti.

Gcina iiseshoni zimfutshane kwaye zisebenzayo:

• Amagosa emali-mboleko: bhala intlawulo, jonga uluhlu lwabo lweentlawulo ezisilelayo, jonga imbali yomboleki, faka isicelo.
• Umphathi wesebe: vuma iimali-mboleko, jonga incwadi yesebe, ubone amagosa anokuqokelelwa kweentlawulo okwehla.
• Umgcini-zincwadi: afake amarekhodi ngesandla, enze uhlenga-hlengiso lwebhanki, avelise ibhalansi yovavanyo kunye neengxelo zemali.
• Umnini: ipotfoliyo esemngciphekweni, amaqela okuguga kwetyala, ingxelo yeshishini yemihla ngemihla, uthelekiso lwamasebe.

Lindela inkcaso ethile, kwaye uyithathe nzulu. Umntu ochasa kakhulu ngokuqhelekileyo ngoyena wayesazi i-spreadsheet kakuhle, kwaye izichaso zakhe zihlala zikhomba isikhewu sokwenene kuseto lwakho.

Vumela umsebenzi omnye ozithembileyo abe ngumntu wangaphakathi ekubhekiswa kuye. Oko kubaluleke ngaphezu kwencwadana engefundwa mntu.

Beka Esweni Idatha, Iingxelo kunye neZinto ezingaqhelekanga kwiiVeki zokuQala

Kwinyanga yokuqala, zigcine esweni izinto. Yenza uhlolo olufutshane lwemihla ngemihla nolunzulu lweveki.

Yonke imihla: iintlawulo ezirekhodwe izolo xa kuthelekiswa nemali efakwe ebhankini, naziphi na iimali-mboleko ezingenalo usuku olulandelayo lokuhlawula, nayo nayiphi na irekhodi entsha yomboleki engenayo i-ID.

Ngeveki: inani elipheleleyo lenqununu engekahlawulwa xa kuthelekiswa neleja, itotali yamatyala asemva kweshedyuli xa kuthelekiswa nengxelo yakho yokuguga kwetyala, nokujonga umkhondo wophicotho kwiinguqulelo kwiibhalansi okanye kumarekhodi anomhla ongasemva.

Iintlawulo ezibhalwe ngomhla ongasemva zezona ngxaki zixhaphakileyo ekuqaleni—ngokuqhelekileyo zinyanisekile, kodwa kufanelekile ukuba kuthethwe ngazo.

Jonga izinto ezingaqhelekanga, hayi yonke into. Uluhlu lwemihla ngemihla lweemali-mboleko ezingenashedyuli, iibhalansi ezingaphantsi kweqanda, okanye iintlawulo ezingazange zabelwe luya kuveza iimpazamo zokwenene ngokukhawuleza kunokufunda iingxelo ukusuka ekuqaleni ukuya ekugqibeleni.

Yeka i-Excel Kuphela Xa Inkqubo Entsha Izinzile

Sebenzisa zombini iinkqubo ngaxeshanye kangangejikelezo elipheleleyo lokuqokelela. Bhala phantsi okwenzekayo kuyo nganye, kwaye ekupheleni, thelekisa iitotali.

Ukuba inqununu engekahlawulwa, amatyala asemva kweshedyuli, kunye nemali ekhoyo zonke ziyahambelana, mhlawumbi sele ukulungele ukuqhubekela phambili. Kodwa musa ukungxama.

Xa kufika ixesha lokuyeka, yenza ngokwenene. Yazisa wonke umntu ukuba i-spreadsheet ayisayi kuphinda ihlaziywe, vala ukufikelela kokuhlela, kwaye ugcine ikopi efundeka kuphela kwiindawo zakho zogcino ukuze isetyenziswe njengesalathiso.

Ukushiya i-Excel isasebenza ngesiqingatha yindlela ekhokelela ekubhidekeni—iirekhodi ezimbini ezisebenzayo zikhokelela nje kwiinyani ezingqubanayo, kwaye abantu baya kukhetha nantoni na elula.

Phambi kokuba uvale izinto, nalu uvavanyo oluluncedo: khetha umboleki ngokungakhethiyo. Zama ukukhupha isitetimenti sakhe, ibhalansi yakhe yangoku, kunye nosuku olulandelayo lokuhlawula kwinkqubo entsha, konke kungaphantsi komzuzu.

Ukuba uyakwazi ukuyenza loo nto, kwaye iingxelo zakho ziyahambelana neencwadi zakho, ugqibile. Kulapho wazi khona ukuba ukufuduswa kwedatha kugqityiwe ngokwenene.