Page 134 - JoFA_Jan_Apr23
P. 134

easy to remove them. Go to View and uncheck   choose More Commands. Choose Quick Access
                           Gridlines.                                Toolbar if it is not already selected. Under Choose
                                                                     commands from:, choose All Commands. Then
                           9. Have Excel read the contents of the cells: You   choose Speak Cells from the menu that appears be-
                           can have Excel read to you the contents of the cells   low. Click Add, and click OK. Now place your cursor
                           for accessibility purposes or just convenience. First,   wherever you would like Excel to start reading.
                           access the Quick Access Toolbar at the top left of   You can access a video demonstration of these
                           your screen. By default, the Quick Access Toolbar   quick Excel tips with the version of this article at
                           includes an icon to Save, Undo, and Redo. Click the   journalofaccountancy.com.
                           dropdown arrow to the right of the Redo icon and   — By Kelly L. Williams, CPA, Ph.D.


          MICROSOFT OUTLOOK

          Outlook flags and rules

          Q. My email is   A. We can all agree that email has become our   Click Filter at the top of your email list and
          a disaster. With   primary tool for communicating with clients,   select Flagged. Now you can focus on just
          junk mail from   but over the years our inbox gets messages   those emails that require more thought-out
          websites and     from all over the place. To help manage this,   responses or research. If there is an email you
          receipts from    I want to talk about two simple tools that are   cannot address at that moment, then leave it
          purchases,       available in Outlook desktop and Outlook   flagged for when you are able to address it (see
          it’s difficult to   online. The screenshots reference the online   the screenshot at bottom left).
          find the client   version of Outlook using Office 365 as an    A flagged email will stay there as a re-
          communication    email provider.                           minder. Once you have addressed the email,
          I need; I spend    First is the simple act of flagging an email   click the flag again to unflag it.
          too much time    for follow-up. Hover over the email you want   Before moving on to our next tip for
          clearing that    to flag and click the flag icon (see the top   managing your inbox, here is another sugges-
          unread number.   screenshot below).                        tion: Try closing your email for one hour a day
          What are some      I treat the flag as a reminder of something   to focus on any other work. In our connected
          tips I can use   that I need to do but want to do later. When   world, sometimes it is best to disconnect from
          to manage my     you are ready to tackle those emails that   communication and focus on other tasks.
          inbox?           require more thought, just apply a quick filter.   After you have completed the task in that one
                                                                     hour, open your email. You will get a flood of
                                                                     email, but with this newly arrived email, focus
                                                                     on managing the recent arrivals to your inbox
                                                                     and make decisions on each message.
                                                                        If an email is junk, trash it. If you can
                                                                     respond to the email with just a sentence or
                                                                     two or something you can delegate, then reply/
                                                                     delegate and move on. If it takes more work
                                                                     and thought, flag it for later in the day.
                                                                        Now for something more advanced. Let’s
                                                                     set up some rules in Outlook to automatically
                                                                     manage part of our inbox. Just like using rules
                                                                     in QuickBooks to categorize transactions, I
                                                                     use rules to help manage the simple decisions
                                                                     of my inbox such as deleting junk mail from
                                                                     companies or forwarding purchase receipts
                                                                     from vendors to the bookkeeper. This makes
                                                                     me more efficient when I do open Outlook to
                                                                     go through emails. Start by finding an email
                                                                     from a domain that you want to delete. From

          journalofaccountancy.com                                                               March 2023    |   43
   129   130   131   132   133   134   135   136   137   138   139