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example, the summary data displays a grand total account type subtotaled and a grand total of all About the
for all budgeted values. budgeted values displayed at the end of the spread- authors
The screenshot below shows a snippet of the sheet. All of this was done with just a few clicks.
spreadsheet with the budgeted values of each — By Kelly L. Williams, CPA, Ph.D. Kelly L. Williams,
CPA, Ph.D., MBA,
is an associate
professor of
accounting at the
Jones College
of Business at
Middle Tennessee
State University.
Wesley Hartman
is founder at
Automata Practice
Development
and director of
technology at
Kirsch Kohn &
Bridge LLP.

MICROSOFT WORD
Use Mail Merge to send bulk emails

Q. I see all these A. Bulk email software is a great technology to I want to reintroduce you to an old function
different bulk keep in touch with clients. It offers several features in Word, but with a feature that you might not be
email products, that are important for marketing, but I understand using: Mail Merge using email through Outlook.
but I don’t have that sometimes we just want to send an email to Our walk-through project is sending email remind-
time to learn a smaller, specific group of people, not to a huge ers to a list of clients to make estimated payments.
another software. list. Additionally, the interfaces for some of these To begin, open Outlook so that it is running (note
Is there something products can be sensitive to formatting, and we can that this feature is available only on the Outlook
very simple I can end up spending more time than we want, trying to desktop app, not in any web app). Next, open Excel
use? fix alignments or reformatting blocks of text versus to a new spreadsheet. We want to set up a sample
what we are used to when using Outlook. file with some data in it. We will have three

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