Changing Exl-Plan > Making Complex Changes > Inserting an Additional Expense Item
To insert an additional annual expense item (where it is not practical to rename an existing expense item or to plug into an existing item), a new row must be inserted for the item in the appropriate assumptions report as well as in the Cashflow Projections.
If, for example, it is essential to insert a new variable within a specific overhead expense category (such as Selling expenses or General expenses), proceed as indicated below.
|1.||Go to Assumptions Report No. 3 - Overhead Expenses and remove its protection. Insert a new row immediately below an existing variable within the relevant overhead expense category. Enter the new variable's name and annual values.|
|2.||Edit the first year's formula for total expenses for the overhead expense category to embrace the new row and then copy this formula across the two years. |
|3.||Insert a new row in the Cashflow Projections Report immediately below the row for the pre-existing variable referred to in Point 1 above. Enter appropriate formulae linked to the assumptions.|
|4.||The new expense item may also need to be included in the input/output tax calculation formulae in Assumptions Report No. 6 in the row entitled Total tax on non-payroll expenses. |
|5.||If the new row relates to an additional employment category, it will be necessary to ensure that related payroll/benefit costs are included in Income Statements and that the formulae for calculating payroll/benefit in the Cashflow Projections are adjusted. Formulae in the Ratio Analysis Report used to calculate average number of employees would also need to be revised.|
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Making Complex Changes
General Procedure for Complex Changes
Inserting a New Balance Sheet Item
Deleting a Row