BooksDesk PH - Microsoft Excel Edition
Every client, every deliverable, every due date, and every retainer peso.
Microsoft Excel Edition: Track bookkeeping clients on monthly retainer, the recurring deliverables each one needs, the status of every period with On Track, Due Soon or Overdue flags, staff assignments, retainer billing, and collections.
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Microsoft Excel Edition: Track bookkeeping clients on monthly retainer, the recurring deliverables each one needs, the status of every period with On Track, Due Soon or Overdue flags, staff assignments, retainer billing, and collections.
What to know before you use it.
Microsoft Excel Edition: Track bookkeeping clients on monthly retainer, the recurring deliverables each one needs, the status of every period with On Track, Due Soon or Overdue flags, staff assignments, retainer billing, and collections.
Works with
- Microsoft Excel 2019 or newer on Windows or macOS
- Philippine peso reporting
- Asia/Manila date examples
Requirements
- Microsoft Excel 2019 or newer on Windows or macOS
- Basic source records for the workflow
Before you buy
Are the other editions included?
No. This delivery contains only the separately sold Microsoft Excel Edition.
Is this official accounting or regulated software?
No. No BIR electronic filing through eFPS or eBIRForms, no tax computation, tax advice or return preparation, no audited financial statements, no accounting-software or bank-feed sync, no payroll processing, official receipts, or any submission to a government agency.
Can I resell or share it?
No. The license permits internal use and customization for one business only.
Does it file anything with the BIR?
No. It is a scheduling and billing record for your own practice. Filing, tax computation, and any submission to a government agency stay outside it.
Can a client have deliverables that are not monthly?
Yes. Deliverable types carry a frequency, and each log row has its own period and due date, so quarterly and annual work sits in the same list.
What counts as Due Soon?
A row that is not yet completed and falls within seven days of its due date.
Learn more before you continue.
Read the linked article for additional context, instructions, or an editorial review of this product.
How to Keep a Bookkeeping Practice's Client Deliverables and Retainers on Schedule
A records routine for Philippine bookkeeping practices: one row per client per period with its own due date, a status the calendar computes, and retainer billing that shows the balance.
Read the guide