Tag: Document design

Sorting information for home or office

Personal admin tasks can be pretty similar to business admin.

For example, a client recently requested an itemised summary of their most valuable jewellery pieces to retain on file.

The client, Julie, provided me with a folder of receipts and a photo of each item to match with the paperwork. I resized and compressed each photo before adding the image to a new spreadsheet.

I chose Excel as the preferred application so that Julie could later sort according to her preference.  Headings included:

  • Item description
  • Photo
  • Receipt - Y/N
  • Purchase date and $ cost
  • Valuation - Y/N
  • Valuation date/details
  • House and Contents insurance - separate item listed on policy - Y/N

The summary I prepared included each item’s description and photo, whether there is a receipt on file, the purchase date and cost; if there is an existing valuation (and the valuation’s date and value details); whether the item is included in their house and contents insurance policy; and whether a new valuation is required for their insurer – which highlighted further action required by the client. 

This type of summary could easily be set up for any kind of small business - a jewellery business, for example. Doing this sets up the potential for self-managed stock control and/or a list of items for a web or Facebook page.

Excel spreadsheet itemising jewellery pieces

Ask me about finding your solutions . . .

Formatting and Styles

We can achieve so much from the touch of a couple of buttons now.  

But, there's more to formatting and design than meets the eye . . .

Manderey can improve your professional image by adding style to your marketing and sales material, and reports.

A reflection on the past

Here's a brief look at where we've advanced from.  I graduated from Holmes Business College in the late 1970's.  In Typing Class we were taught how to centre and bold a heading the old fashioned way.  

We had to:

  1. Know the number of spaces from page edge to page edge
  2. Subtract the number of spaces in the left and right margins
  3. Count the number of letters in the heading
  4. Divide that by 2
  5. Subtract that number from the number of spaces left between the margins
  6. Space the calculated number from the left margin
  7. Type the heading
  8. Carriage return
  9. Wind the roller back 2 notches to type over the typed letters to make it appear bold!

No Delete button.  We were taught the correct way to use a typewriter rubber - the teacher would hold the sheet up to the light and if you'd rubbed too hard (allowing too much light to show) marks were deducted.

'Copy' meant using carbon paper (or type it all again).

Formatting and styles
Vintage typewriter in side view - with clipping path
vintage typewriter with blank paper to write text, isolated

These days

Aren't you glad we've advanced . . . I wonder where all the outdated office equipment ended up?

I love how the software and short cuts are evolving.  I can appreciate where we've been and more importantly where we're going!

I keep up to date with current design - in text and image based software. I can help you design for your own business needs and have a range of templates to make it even easier. 

Ask me about finding your solutions . . .