The Client Comparison Worksheet is a Microsoft Excel workbook designed to help you compare your client's financial data with standard data exported from eStatementStudies.
When you download an industry into the workbook, you will enter your clients' information using several input forms. There are buttons located on the left-hand side of the input forms which allow you to switch between them and enter all the necessary data. To ensure that the data is complete and accurate, the workbook will automatically generate totals and sub-totals. You will need to ensure that the Assets and Liabilities are in balance, and an alert is provided on each tab to help you do this.
There are "thumb tabs" along the bottom of the workbook, which will take you to the various pages of exported data. On the far right of each page is a column titled "Client Comparison," which will contain the calculated information from your input.
The workbook is tested to be compatible with Microsoft Excel 2000, 2002, and 2003, and it may work with earlier versions.
When you first open the workbook, you will be prompted to "enable macros." You must enable them for the workbook to function correctly. If your Excel security preferences are set to "high" or "very high," you will not be prompted, and the workbook will open to a particular tab alerting you to the fact that the macros are disabled. You will have to lower your security settings and reopen the workbook to continue.
To adjust the settings, go to the Tools menu, choose "options," and click the Security tab. You should see a button labeled "Macro Security" click that and set your preferences to medium. Close Excel and reopen the workbook.