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The K2 Enterprises Team                                                                                     June 2011

In this month's K2 Tech Update we discuss Streamlining Employee Expense Reporting with Technology by using web-based employee expense reporting tools to increase accuracy, reduce manual efforts, improve compliance, and enable timelier processing.

You'll find technology tips for Applying Conditional Formatting to PivotTables, Linking Excel Data into Word Documents, and Tracking QuickBooks Inventory in Multiple Warehouses. We have news on Mobile CS, a mobile practice management application and the iPhone 5 release in September. Looking for online training?  Be sure to review our Webinar and Webcast schedule for July.

This month our course spotlights are focused on Creating Effective PowerPoint Presentations, Excel PivotTables Part II, and Moving to Office 2010 - A Road Map for Success.

We hope you find this issue timely, relevant, and useful.  If you have topics you would like for us to cover here in the coming months, please let us know.

The K2 Team
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Applying Conditional Formatting to PivotTables

Many PivotTable users are unsure of how to apply conditional formatting to PivotTables so that the conditional formatting is applied  automatically to varying numbers of rows of data, such as when filters on the PivotTable are changed. Fortunately, this is a very simple process if you understand one simple tip presented here.

Linking Excel Data into Word Documents

Oftentimes, Microsoft Office users desire to integrate Excel and Word so that Excel data links into a Word document, such as account balance data in a financial report that needs to be referenced in a Word document. Sure, you could type the data into the Word document or you could copy-and-paste it, but these methods require manual updating in Word whenever the data changes in Excel. Perhaps the best way of handling this situation is to link the data from Excel into Word.




Tracking QuickBooks Inventory in Multiple Wearhouses

For companies requiring advanced functionality, inventory processing has long been an "Achilles Heel" in QuickBooks. Some of the functions needed by many companies utilizing QuickBooks but not available in the application have included no automated option for FIFO or LIFO costing; no automated way to track inventory by serial number; and the inability to track inventory in multiple warehouses or locations. While QuickBooks 2011 does not resolve all of these issues, users can now track inventory across multiple warehouses by taking advantage of the Advanced Inventory add-on available in QuickBooks Enterprise Solutions 11.0.  

  Streamlining Employee Expense Reporting with Technology


Technology has forever changed how we perform most accounting and financial functions, but one area receiving little impact, thus far, has been that of preparing, processing, and paying employee expense reports. This is particularly unfortunate because employee expense reporting is an area that could be improved and streamlined substantially in most organizations. Fortunately, technology is now providing ample opportunities to do so through applications such as those provided by Concur and Expensify. 





News1Mobile CS Wins Technology Innovation Award  


Thomson Reuters announced that its mobile practice management application, Mobile CS, was honored on June 6, 2011 by CPA Practice Advisor with a Technology Innovation Award.


Mobile CS provides mobile access to a variety of content from Practice CS, a practice management software from Thomson Reuters. Information available in Mobile CS includes client data, staff availability, time and expense entry, mileage and receipt tracking, project status, and key firm data including work in process and accounts receivable. According to Thomson Reuters, future Mobile CS releases will offer access to additional CS Professional Suite® product functions and data.


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News2iPhone 5 Anticipated in September 
Apple's New iCloud Service also Anticipated in the Fall

Numerous outlets - including Bloomberg's and the Wall Street Journal - have reported that Apple will unveil the iPhone 5 in September of this year. Anticipated features in the upcoming release of the iPhone include Apple's dual-core A5 processor - which was first released in the iPad 2 - and an 8 megapixel camera - up from the current 5 megapixel camera in the iPhone 4. 


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News4K2 Enterprises Webinar Schedule for July 2011 


July brings more opportunities for K2 online training. By partnering with CPA Crossings and ACPEN, K2 Enterprises has webinar and webcast training events in July.


The cost of each of the CPA Crosssings two-hour sessions is $79 and group discounts are available.   


The cost of each ACPEN eight hour course is $195 and each four hour course is $129.


Imagine, you now have the opportunity of getting leading-edge, K2 developed and presented content delivered to you in the friendly confines of your home or office. We are truly excited about this ability to serve you even better in 2011 and beyond. 

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Spotlight1Creating Effective PowerPoint Presentations


Microsoft PowerPoint remains the gold standard for presentation tools, yet few know how to create and deliver truly meaningful and impactful presentations. Even fewer know how to take advantage of tools that integrate with PowerPoint to deliver compelling business presentations that are sure to capture an audience's attention. By participating in this seminar, you will learn the secrets of creating commanding PowerPoint presentations, complete with videos and screen captures. You will also learn how to use add-on tools to take your presentations to another level.


 » Read more here


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Spotlight2Excel PivotTables for Accountants - Part II

This course is a continuation of Excel PivotTables for Accountants - Part I. It extends and builds upon the foundation of PivotTable topics covered in that course and includes in-depth coverage of using advanced data summary functions and creating calculated items and fields.


Continuing Professional Education
for Accountants and Financial Professionals

K2 Enterprises offers continuing professional education seminars and conference sessions to accounting and finance professionals throughout the U.S.  

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About K2 Tech Update

K2 Tech Update is published by K2 Enterprises and features technology and productivity news, information, and tips for accounting and financial professionals.

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