Worksheet

Report sorting worksheet

A single sheet, one row per report. Columns cover report name, owner and source system, then the question answered, refresh need, accountant sign-off as yes or no, and a decision cell reading stay, move or retire. A footer names the reconciliation month.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Which reports to keep in accounting software and which to move”, www.gullysystem.com/blog/which-reports-to-keep-in-accounting-software-and-which-to-move