Description
Check that 2026 revenue is not overstated: list credit notes and sales returns issued in January and February that relate to 2026 sales, decide which need a provision or adjustment at year-end, and total the effect on revenue and receivables.
- Automatic summary: Credit notes reviewed, Total value, Relates to 2026 – adjust, Relates to 2027 – no action
- Calculated for you: Action
- Drop-down menus for quick, consistent entry
- Colour-coded status and progress highlights
- Example rows and a step-by-step "How to Use" sheet
Instant download (.xlsx). Works in Excel 2010+, Excel online, Google Sheets, Numbers and LibreOffice. Works with any currency.
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