Analysing and Designing the Accounting System before Building
Defining the business’s needs and the system’s outputs and inputs, and mapping it out before opening Excel.
Course contents
- 1Studying the business and its document cycle
- 2Defining the reports needed
- 3Defining inputs and screens
- 4The table and relationship diagram
- 5The build plan
What you gain from the course
You start building from a clear blueprint that saves rework later.
Other courses in the same track
Stage 1: Foundation and planning
Building the Chart of Accounts in Excel
Designing a numbered, multi-level chart of accounts that underpins every report in the system.
Designing the Data Structure and Excel Tables
Organising data into Excel Tables with fixed columns and clear relationships, so formulas and reports work reliably.
Prompt Engineering for Building Accounting Systems
Writing precise prompts for AI tools to get usable formulas, code and designs.