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PAT 3 – Guide




Part 1 – The Basics
PAT 3 – Guide
Ensure that you enable macro’s in your chosen software. The
workbook will be compatible with the following software:

• Excel Version
  Microsoft Excel 2003, 2007, 2010 and 2013
  Microsoft Excel for Mac 2004 and 2011*

• Lotus Symphony version
  IBM Lotus Symphony – Free Office Software (a guide to downloading this can
    be found at www.norwich.anglican.org/finance/parish/pat)


    If you encounter any macro issues, support documentation is
    available at: www.norwich.anglican.org/finance/parish/pat/troubleshooting
* Microsoft excluded Macro support from Excel for Mac 2008 so this is sadly not compatible with PAT 3
PAT 3 – Guide
                      Things to remember

• Cells which can be completed are shaded green


• Do not use cut and paste, as this can cause the workbook to fail

• Some information will not appear in its respective sheets unless
  the data is entered into the Details tab. For example, the years
  will not appear in your summaries until they are selected on the
  Details tab
PAT 3 – Guide
Where a column appears to show #### instead of numbers, you
can widen the column by double clicking the rows at the top of the
workbook. Simply move the cursor on screen to where the red
arrow below is pointing in the example below and when you see
this icon double click with the left mouse button.




             Before                           After
PAT 3 – Guide
If you use the Excel version of the workbook, you may see the
message below when you attempt to save. This can be ignored by
clicking Continue. To ensure this does not appear each time you
save, untick the box circled in the example below before clicking
Continue.

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Part 1 - The Basics

  • 1. PAT 3 – Guide Part 1 – The Basics
  • 2. PAT 3 – Guide Ensure that you enable macro’s in your chosen software. The workbook will be compatible with the following software: • Excel Version Microsoft Excel 2003, 2007, 2010 and 2013 Microsoft Excel for Mac 2004 and 2011* • Lotus Symphony version IBM Lotus Symphony – Free Office Software (a guide to downloading this can be found at www.norwich.anglican.org/finance/parish/pat) If you encounter any macro issues, support documentation is available at: www.norwich.anglican.org/finance/parish/pat/troubleshooting * Microsoft excluded Macro support from Excel for Mac 2008 so this is sadly not compatible with PAT 3
  • 3. PAT 3 – Guide Things to remember • Cells which can be completed are shaded green • Do not use cut and paste, as this can cause the workbook to fail • Some information will not appear in its respective sheets unless the data is entered into the Details tab. For example, the years will not appear in your summaries until they are selected on the Details tab
  • 4. PAT 3 – Guide Where a column appears to show #### instead of numbers, you can widen the column by double clicking the rows at the top of the workbook. Simply move the cursor on screen to where the red arrow below is pointing in the example below and when you see this icon double click with the left mouse button. Before After
  • 5. PAT 3 – Guide If you use the Excel version of the workbook, you may see the message below when you attempt to save. This can be ignored by clicking Continue. To ensure this does not appear each time you save, untick the box circled in the example below before clicking Continue.