Prebuilt Spreadsheet Templates

Spreadsheet Templates >

MyAssistant contains several prebuilt Spreadsheet Templates that can be attached to a Task. A Prebuilt template can be used instead of creating a template from the Notification List in the Email step -- this saves time while providing the desired information.

Tip: Type "Spreadsheet" into the search on the main MyAssistant window (when viewing all Tasks) to see prebuilt MyAssistant Tasks with Spreadsheet Templates already attached

Every Spreadsheet Template gets linked to Sage record based on what the Task is set to send a Spreadsheet of when the template is created. As such, not all prebuilt templates are available on all Tasks.

Available Templates

The following list outlines all prebuilt Spreadsheet Templates available in MyAssistant, as well as what each template creates a spreadsheet of:

Spreadsheet Template	Creates a Spreadsheet of
AP Cash Flow by Vendor	AP Invoices
AP Invoice Register by Job	AP Invoices
AP Vendor Payments by Job	AP Invoice Distribution Payments
AR Aging by Job	AR Invoices (i.e. AR Status)
AR Aging Detail by Job	AR Invoices & Cash Receipts (i.e. AR Activity)
Cost Entries by Job	JC Transactions
JC Cost Breakdown	JC Categories
JC Cost to Complete	JC Cost Codes
RFI Log	PJ RFIs
SM Agreements	SM Agreements
Vendor Insurance by Job	JC Subcontracts and Purchase Orders (i.e. JC Commitments)
WIP Spreadsheet	JC Jobs

To attach a prebuilt Spreadsheet Template to a Task:

1.Create a new Task or activate a prebuilt Task and advance to the Email step of Task Setup

2.Click "Spreadsheet Template" and select "New"

3.Select a Template: Choose a template from the list and click OK

Reminder: The list of available Prebuilt Spreadsheet Templates will vary based on what was selected in the "Spreadsheet of" dropdown in the "What to Send" step of Task Setup.

To remove a prebuilt Spreadsheet Template from a Task:

1.Select the Task sending the Spreadsheet Template in the main MyAssistant window and click "Open" in the ribbon

2.Advance to the Email step of Task Seup

3.Right-click on the Spreadsheet Template in the attachments section (under the Subject line) and click "Remove"

Prebuilt Spreadsheet Templates

Tip: Type "Spreadsheet" into the search on the main MyAssistant window (when viewing all Tasks) to see prebuilt MyAssistant Tasks with Spreadsheet Templates already attached

Available Templates

Spreadsheet Template

Creates a Spreadsheet of

To attach a prebuilt Spreadsheet Template to a Task:

Reminder: The list of available Prebuilt Spreadsheet Templates will vary based on what was selected in the "Spreadsheet of" dropdown in the "What to Send" step of Task Setup.

To remove a prebuilt Spreadsheet Template from a Task:

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