Tracking Your Data

Case Study

image of lady talking on the phone with the words Case Study over itA small rural Minnesota older adult service agency understands the value of financial and data tracking.  They use Excel spreadsheets to track all service units, billing dates and accounts receivable dates for 48 homemaker clients.  Invoices are submitted using QuickBooks.  While their staff was at first skeptical about the real value of spreadsheet tracking, they now find it to be invaluable.

 

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