Discover the Google Sheets Invoice Tracker Template for Legal Professionals

Google sheets invoice tracker template for Legal

welcome to the walkthrough video for the bill payment Dynamic calendar in this video I'll show you how the calendar works and how you can get the best out of using these template first we'll start with the instructions tab here I have more information and step-by-step guides on how to use the calendar so if you have any questions you can always refer back to the instructions tab the next step is where we have the calendar template and the only thing you're going to do in this tab would be to change the dates to view your bills so here you can adjust the year the month and the day of the week you'll want to start and the calendar automatically updates right now we have nothing filled out because we have no bills entered yet before we move on to the transactions tab I want to keep going with the calendar tab here we have a key that shows you the different colors that represents if the bill has been paid or unpaid this color code applies to this table and this shows you if the bill is past due or due today and if the bill is due within the next 14 days when the transactions have been applied into the transaction tab it shows up here automatically moving on to this part of the calendar here you can see we have Bill subscription and debt and this shows you the total amount that has been paid so far if you do enter your income in the transactions category you see the total income that you have received for that month and finally here you have the bills that you need to pay so let's say you enter transactions and you haven't marked them as it will show you the totals for each category that needs to be paid here is where you'll see your bills distributed in a calendar format right now like I said it's empty because we don't have any bills yet so let's go over to the transactions Tab and add in some bills all right in the transactions tab here we have category and a different Bill category we have Bill subscriptions debts we have income and have two additional categories you can rename these categories whatever you want and it automatically updates here and I have two extra tabs if you add some additional categories that don't fit the categories that have been pre-built you can add your categories by just double clicking and change the name to whatever you want and it updates automatically here all right now I have some transactions that I have added with corresponding amounts and dates I'm going to show you how to filter these transactions let's say you have made some payments you can check them off as you make payments and you wanted to filter to see the bills that haven't been paid so far what you do is go to this first filter false means the checkbox hasn't been checked and true means it has been checked so if we wanted to see the bills that haven't been paid make sure false is checked and hit OK and all we see right now is the bills that need to be paid the other way we can filter transactions is by category so let's say you wanted to see all the categories related to subscription go ahead and uncheck the rest of them and click ok and now you can see only the bills related to subscription and if you wanted to see the bills related to subscriptions that has not been paid yet you can also combine the filters by clicking on this filter tab for paid and click on check off true meaning that you want to see the ones that have not been paid which is false and click on OK that way you can see all of the transactions related to subscriptions that have not been paid so these filters can be used individually or can be combined to see results please note that this filter truncates and removes rows so it doesn't mean this roles do not exist if you wanted to display the rows back all you need to do is clear out the filter by doing select all and going back to the other filter and selecting all and everything returns so you can add on more transactions as you need to now that we've added some transactions here let's go back to the calendar view and see what it looks like all right here nothing shows up because the transactions we added are for the month of August so go ahead and adjust the calendar to August and as you can see right here we have the total bills we've paid so far this automatically populates based on the check boxes as we marked off as paid in transactions tab we have nothing for income because we haven't added any income to the transaction table and the total bills left to be paid represent the bills that were added to the table that have not been checked off and looking at the calendar you can see that these are the bills that we marked off as paid it shows up as a green color and with a check mark next to it these bills have not been paid it shows up as the pink color with the X next to it and moving on to this table you can see that these bills are due within the next 14 days I'm sure they show up based on the key we have here should do in the next 14 days in this orange color so let's see what it looks like if we were to change the date to something that was passed through so I'm going to change this to a date much earlier and when we go back to the calendar you can see that it shows up here in this color as past due and we can also see it represented in a calendar as unpaid if you want to see what income looks like you can go ahead and add your paycheck so if we add one paycheck and we add that as fifteen hundred dollars and we add that as received for example and other categories income and receive so make it checked off when we go back to the calendar we do see that income section has been updated alright so that is the end of this walkthrough video if you have any questions feel free to check the instructions guide and check the frequently asked questions area and if not you can send me an email I have my email information Linked In the description box as well as in this instruction area