Frequently Asked Questions
Listed below are some of the questions that our customers have asked. Click the + signs to display our answers to these questions.
Is there a time limit on the use of your templates?
No, all our templates can be downloaded & saved onto your computer and the use of our templates is not restricted to any pre-determined period. Once you have therefore purchased & downloaded the full versions of our templates, you can basically use them forever!
When will I be able to download the template(s) that I purchased?
Customers who process their payments by card or through PayPal are able to download their templates as soon as the payment process has been completed. Customers who pay by bank transfer are only able to download their templates after their payments have been confirmed and their download access has been activated (needs to be done manually). In order to ensure prompt activation of your download access, you therefore need to send us your proof of payment as soon as you have completed the payment. Manual activations are usually completed within 8 business hours.
Please also note that if you processed payment through PayPal and you were not redirected to our site immediately after completing your payment, you will also receive a download activation e-mail which contains a link to the download page. You can therefore use the link in the e-mail to download your templates.
Are the full versions of your templates protected in any way? Will I be able to make changes to the templates?
The full versions of the templates contain no protection. This means that you will have full access to all cells and the formulas that are included in all the cells. You will also be able to make changes to the templates.
Are your templates compatible with all spreadsheet applications?
We only use the built-in features of Microsoft Excel in the design of our templates. This means that our templates are as compatible with other spreadsheet applications as Microsoft Excel is. We also provide two separate file versions of the templates which contain the same functionality but by using different features. If you are therefore using an old version of Microsoft Office or Office for Mac, you will be able to use the .xls versions of the templates. For all Microsoft Office versions after the 2003 version, we recommend using the .xlsx version of the templates.
If you are using a non-Microsoft spreadsheet application, the compatibility of our templates will depend on how compatible your version of the application is with Microsoft Excel and especially the features that we use in the design of our templates. Open Office is generally compatible with all the features in our templates (even if you need to use the .xls version of the templates) but Google Sheets is a bit light weight for the complexity which is required in some of our templates (more specifically the use of Excel tables and named ranges). We therefore strongly recommend using our templates with Microsoft Excel.
I need some changes to be made to one of the templates. Do you offer a custom development service?
We do offer a custom development service but it is a lot more expensive than the cost of our standard templates because the service is charged out at an hourly rate. Our customization policy is that we assist customers free of additional charges if the changes that they require are minor and therefore not time consuming. If the required changes will result in a major redesign of the template, we will need to quote an additional fee. We therefore recommend contacting us and listing your requirements before purchasing the standard version of the template if you require a customization and you are not able to implement the custom changes yourself (you will have unrestricted access to the templates after purchasing).
Do you release annual updates of your templates?
If we released annual updates of the templates, we would not be able to offer the templates at such affordable and once-off prices. All the template prices are once-off and there are no additional annual charges that are levied for the use of the templates.
We do however recognize that some templates like the Financial Statements template are subject to periodic changes in accounting standards but the main aim of this template is to make it easy to compile financial statements in Excel and we therefore make it clear that the responsibility for accurate disclosure remains that of the user. If accounting standards however change in such a way that the disclosure which is included in our standard template becomes materially inaccurate, we will release a new version and we undertake to provide this new version to existing customers free of additional charges. All you need to do is contact us and request an updated version of the template.
Are there any monthly or annual charges applicable to the use of the templates?
No, the prices that are quoted on our website are once-off prices. This means that after you purchase any of our templates, you can basically use them forever without incurring any additional fees.
What is the difference between the .xls and .xlsx file formats?
The .xls file format is appropriate for all users of the old Excel 2003 version while the .xlsx file format is appropriate for all users of the Excel 2007, 2010, 2013 and 2016 versions. The newer versions of Excel contain features that make it a bit easier to work with data in spreadsheets which have been incorporated into the .xlsx file versions of our templates. For instance, most of the .xlsx versions of the templates use the Excel tables feature which is not compatible with Excel 2003. This does not however mean that the calculation functionality differs between the two versions of the template files - the calculation results are exactly the same! Mac users should note that we recommend using the .xls version of the templates if they are running any version of Office for Mac before the 2011 version in order to ensure that the templates are compatible with their version of Excel. Open Office users should also use the .xls file format.
Do any of the Excel templates contain macros?
We only use macros in order to facilitate providing trial versions of all our unique templates. The trial version macros are 100% safe & secure and can be enabled in order to try out the functionality which has been included in the particular template. None of the full versions of our unique Excel templates contain macros. We've only used the functions and features that are available in the standard Microsoft Excel application in developing the full versions of all our Excel templates. This approach ensures that you do not need to install any other Excel add-ins or components in order to use our templates and that the templates will be compatible with any version of Microsoft Office that is being used (including Office for Mac).
I've opened the full version of the template but cannot make any changes?
When Excel files are downloaded from the internet, the files are in most instances opened in Protected View which means that you cannot make any changes until you have enabled editing for the particular Excel file. The Excel application usually displays a message bar at the top of the sheet with a button which can be clicked to enable editing.
I've downloaded the full version of the template but cannot save it?
Excel files that are downloaded from the internet are usually opened as read-only which prevents the file from being saved. You therefore need to use the Save As feature to save a copy of the file on your computer before you will be able to use the default Save function for the downloaded file. This is not unique to our templates and affects all downloaded files.
Excel asks for a password when I attempt to use the file?
None of the full versions of our templates contain any protection and you will therefore not encounter this issue if you are working in the full version of a template. You may therefore be attempting to make changes to our sample files which are protected. If you have purchased the template, you are using the wrong version of the template and you need to find and open the full version which you downloaded after purchasing. The full versions are completely separate files from the sample versions. If you have not purchased the full version of the template, you need to purchase the template to obtain a usable version of the template.
Purchasing & Payment Questions
Which purchasing options are available for your templates?
You can purchase individual or multiple templates by clicking the appropriate Buy Now or Add To Cart buttons on any of the Templates pages or the Template Price Summary page. The selected template will be added to your shopping cart and you can purchase the template(s) by completing the shopping cart checkout process.
We are also currently running a special offer which enables customers to purchase any three of our templates for $100 . This offer is facilitated through a separate checkout process which enables users to select the 3 templates that they want to purchase before completing the shopping cart checkout process. Click here to access the special offer shopping cart checkout.
If you add more than 3 templates to your shopping cart, a 50% discount will automatically be applied to the full template pricing.
Our best value for money purchasing option is our full template package. The full package includes access to all 50+ of our unique Excel templates at a cost of only $250 . This price represents a more than 80% discount on the full individual template prices! Click here to purchase our full template package.
We accept payment by debit or credit card, through PayPal and via bank transfer. Templates purchased by debit or credit card and through PayPal can be downloaded immediately after completing the payment process. Customers who pay by bank transfer are only able to download their templates after their payments have been confirmed and their download access has been activated (needs to be done manually). In order to ensure prompt activation of your download access, you therefore need to send us your proof of payment as soon as you have completed the payment. Manual activations are usually completed within 8 business hours if proof of payment is received timeously.
Please also note that if you processed payment through PayPal and you were not redirected to the download page immediately after completing your payment, you will also receive a download activation e-mail which contains a link to your secure download page. You can therefore use the link in the e-mail in order to download your templates.
All templates can be purchased directly through our website. Please therefore complete the full package or template shopping cart checkout process and select the bank transfer payment option when you get to the Payment Options stage. A page listing our banking details as well as the payment reference that you need to use will then be displayed.
No, once you have purchased a template, you can use it on as many PC's as you would like to. In fact, we also allow a single version of a template to be used by all employees within the same organization but we do protect our copyright and all customers should therefore take note of the following copyright statement:
All our templates remain our intellectual property and are protected by international copyright laws. Any publication or distribution of the templates outside the scope of the permitted use of the templates is expressly prohibited. In terms of the permitted use of the templates, only the distribution of the templates to persons within the same organization as the registered user or persons outside the organization who can reasonably be expected to require access to the templates as a direct result of the use of the templates by the registered user is allowed. Subsequent distribution of the templates by parties outside of the organization is however expressly prohibited and represents an infringement of international copyright laws.
All the personal information entered during the checkout process on our website is protected through SSL encryption. You can verify our security certificate by double clicking the padlock in your internet browser while you are visiting the secure pages of our website (the padlock is located next to the title bar at the top of the browser window or the status bar at the bottom of the browser window depending on the type of browser and version that you are using).
Credit & debit card transactions can be processed through a secure payment interface which is provided by a leading international banking group specializing in card transaction processing according to international security standards or through PayPal. All the card information entered on the payment pages of our website is secured through advanced SSL encryption. The private information which is required for executing the orders that are placed through the e-commerce facility, namely the customer's personal information, e-mail address and telephone number are kept in the strictest confidence and will under no circumstances be made known to any third party. Card details are not accessible by anyone aside from the customer who enters the details and the financial system through which transactions need to be authorized - your card details will never be visible to anyone in our employment at any stage during the payment process.
Yes. Go to our Upgrade page and enter the same e-mail address as you used before (you can change it in the second step). You will then automatically receive discount for the templates which you already purchased. Click here to open the Upgrade page.
You can reconnect your full template package at a discounted price. The default reconnection option is a once-off reconnection which enables you to download the latest versions of the templates at a discounted price of $75 . It only takes a few minutes to download the Zip file which contains all the templates but we provide a download window of 14 days. You can therefore use the once-off option to download the latest versions of the templates whenever you want to.
We also provide a discounted price for customers who want to stay connected to the templates. This extended full package option includes download access for 365 days at a price of $120 . When this 365-day period expires, the full package will not be renewed automatically. You therefore need to extend it again if you want to continue to stay connected to the latest versions of the templates.
Click here to reconnect your full template package.