Find the action for your next task.

Find a Tool

Searches available commands by name or task description.

Best for: Finding the right Assist Pro command when you know the task but not where its button is.

Assist Pro + → Find / Quick Access → Find a Tool

My Favorites

Displays the user's saved favourite Assist Pro commands.

Best for: Opening frequently used tools quickly during repeated spreadsheet work.

Assist Pro + → Find / Quick Access → My Favorites

+ Favorites

Adds the most recently used Assist Pro tool to favourites.

Best for: Pinning a command that you use regularly to a personal shortcuts menu.

Assist Pro + → Find / Quick Access → + Favorites

Last Used

Lists recently used functions for quick repetition.

Best for: Repeating a recently used command on another worksheet or dataset.

Assist Pro + → Find / Quick Access → Last Used

Quick Phrases

Offers saved phrases for reuse in worksheets or documentation.

Best for: Inserting a standard explanation, note or comment used repeatedly.

Assist Pro + → Find / Quick Access → Quick Phrases

Clear Formats

Remove all custom format presets.

Best for: Removing saved formatting presets before changing the preferred style.

Assist Pro + → Find / Quick Access → Clear Formats

Filter Accounts

Quickly filter data by account names or numbers.

Best for: Isolating selected account names or codes in a long transaction listing.

Assist Pro + → Find / Quick Access → Filter Accounts

Paste Values

Copy and paste selected cells as values.

Best for: Freezing a formula-driven result before sending a report or working paper.

Assist Pro + → Find / Quick Access → Paste Values

Flip Signs

Turn positive values negative and negative values positive.

Best for: Correcting the debit/credit sign presentation of an imported amount column.

Assist Pro + → Find / Quick Access → Flip Signs

Clean Data

Unmerge cells and remove blank rows and columns.

Best for: Preparing a messy imported table with merged cells and empty rows or columns.

Assist Pro + → Find / Quick Access → Clean Data

Instant Pivot

Create a PivotTable from the selected data.

Best for: Summarising thousands of source rows by account, period or other fields.

Assist Pro + → Find / Quick Access → Instant Pivot

Smart Sheet Fit

Automatically fit rows and columns.

Best for: Making a wide worksheet or report readable after importing data.

Assist Pro + → Find / Quick Access → Smart Sheet Fit

Format Totals

Applies a financial-style underline to totals.

Best for: Applying consistent underline conventions to financial totals.

Assist Pro + → Find / Quick Access → Format Totals

Red and Bold

Format selected cells as red and bold.

Best for: Flagging a selected value or item that needs attention.

Assist Pro + → Find / Quick Access → Red and Bold

Unhide All

Reveals hidden worksheets, rows and columns.

Best for: Revealing hidden worksheets or ranges before reviewing a workbook.

Assist Pro + → Find / Quick Access → Unhide All

Find Journals

Find all journal entries matching specific criteria.

Best for: Extracting journal entries that meet selected audit-testing criteria.

Assist Pro + → Audit and Analysis → Journal Testing → Find Journals

Keyword Search

Search transactions containing specific keywords.

Best for: Finding unusual words in large general-ledger narrations.

Assist Pro + → Audit and Analysis → Journal Testing → Keyword Search

Audit Journals

Extract journal entries based on entry type.

Best for: Filtering or extracting journal entries based on transaction types.

Assist Pro + → Audit and Analysis → Journal Testing → Audit Journals

Weekend Entries

Identify transactions posted on weekends.

Best for: Reviewing entries posted outside the Monday-to-Friday working week.

Assist Pro + → Audit and Analysis → Journal Testing → Weekend Entries

After Hours

Find transactions posted outside normal business hours.

Best for: Investigating transactions posted outside expected business hours.

Assist Pro + → Audit and Analysis → Journal Testing → After Hours

Posted By

Analyze transactions by user who posted them.

Best for: Checking journals made by particular users for unusual posting patterns.

Assist Pro + → Audit and Analysis → Journal Testing → Posted By

SmartLookup

Compares two sets of Excel records and reports detailed matches and differences.

Best for: Reconciling two datasets with account references and monetary values.

Assist Pro + → Audit and Analysis → Data Compare → SmartLookup

Compare Datasets

Identifies matching, duplicate and unique records between two datasets.

Best for: Finding matched, missing or duplicated records across two datasets.

Assist Pro + → Audit and Analysis → Data Compare → Compare Datasets

Toggle Extra Window

Opens or closes an additional view of this workbook for side-by-side work or cross-referencing.

Best for: Reviewing separate areas of the same workbook side by side.

Assist Pro + → Audit and Analysis → Data Compare → Toggle Extra Window

Opening Balance Tester App

Launches the opening-balance testing companion program.

Best for: Comparing prior-year closing balances with current opening balances.

Assist Pro + → Audit and Analysis → Data Compare → Opening Balance Tester App

Excel Compare App

Opens a dedicated comparison tool for Excel files and worksheets.

Best for: Checking changes between successive Excel workbooks or sheets.

Assist Pro + → Audit and Analysis → Data Compare → Excel Compare App

PDF Compare App

Launches a PDF comparison tool for financial-statement and document versions.

Best for: Identifying differences between PDF financial statements or reports.

Assist Pro + → Audit and Analysis → Data Compare → PDF Compare App

Summarize Sheets

Extracts specified ranges from each worksheet and compiles them into a master summary sheet.

Best for: Combining selected information across many worksheets into one overview.

Assist Pro + → Audit and Analysis → Data Checker → Summarize Sheets

Audit Sequence

Detects missing or repeated values in a sequence, useful for document or journal number control.

Best for: Testing invoices or journals for missing or duplicate sequence numbers.

Assist Pro + → Audit and Analysis → Data Checker → Audit Sequence

Highlight Precedents

Highlight formula cell and its precedents using a selected color.

Best for: Tracing which cells feed a formula during review.

Assist Pro + → Audit and Analysis → Data Checker → Highlight Precedents

Find Round

Identify rounded numbers in specified columns.

Best for: Spotting unusually rounded transaction amounts in a list.

Assist Pro + → Audit and Analysis → Data Checker → Find Round

Hard-Coded

Find any hardcoded numbers in the current workbook.

Best for: Identifying manually entered figures within a formula-based worksheet.

Assist Pro + → Audit and Analysis → Data Checker → Hard-Coded

Dupl Finder

Using reference column get all duplicated transactions into a new sheet.

Best for: Searching for possible duplicate transactions by chosen reference fields.

Assist Pro + → Audit and Analysis → Data Checker → Dupl Finder

Transaction Clusters

Group similar transactions for analysis.

Best for: Grouping similar ledger descriptions or amounts for further review.

Assist Pro + → Audit and Analysis → Data Checker → Transaction Clusters

Find White-T

Identify text hidden by using white font color.

Best for: Finding text hidden by a white font against a white background.

Assist Pro + → Audit and Analysis → Data Checker → Find White-T

Data Snapshot

Capture current state.

Best for: Preserving a comparison point before editing financial data.

Assist Pro + → Audit and Analysis → Data Checker → Data Snapshot

Find HighL

Finds cells using a selected highlight colour.

Best for: Locating all cells with a selected highlight colour.

Assist Pro + → Audit and Analysis → Data Checker → Find HighL

Materiality

Highlight material transactions based on thresholds.

Best for: Highlighting transactions that exceed a defined materiality threshold.

Assist Pro + → Audit and Analysis → Analysis Toolkit → Materiality

Flag Large Transactions

Highlight transactions above specified thresholds.

Best for: Finding large transactions requiring closer inspection.

Assist Pro + → Audit and Analysis → Analysis Toolkit → Flag Large Transactions

Abnormal DR/CR

Identify unusual debit/credit patterns.

Best for: Identifying postings with unexpected debit/credit behaviour.

Assist Pro + → Audit and Analysis → Analysis Toolkit → Abnormal DR/CR

Offsetting Entries

Find potential round-trip transactions.

Best for: Finding amounts potentially cancelled by corresponding postings.

Assist Pro + → Audit and Analysis → Analysis Toolkit → Offsetting Entries

Round Numbers

Flag perfectly round amounts.

Best for: Screening a general ledger for rounded journal amounts.

Assist Pro + → Audit and Analysis → Analysis Toolkit → Round Numbers

Weekend Activity

Analyze transactions posted on weekends.

Best for: Analysing overall weekend posting patterns rather than individual entries.

Assist Pro + → Audit and Analysis → Analysis Toolkit → Weekend Activity

Duplicate Journal Entries

Find identical transaction amounts.

Best for: Finding repeated journal amounts or records for duplicate-entry testing.

Assist Pro + → Audit and Analysis → Analysis Toolkit → Duplicate Journal Entries

Same-Day Reversals

Identify entries reversed on same day.

Best for: Spotting amounts reversed on the same posting date.

Assist Pro + → Audit and Analysis → Analysis Toolkit → Same-Day Reversals

Reversal Patterns

Detect systematic reversal patterns.

Best for: Detecting recurring or unusual reversal behaviour across periods.

Assist Pro + → Audit and Analysis → Analysis Toolkit → Reversal Patterns

Highlight Outliers

Visualize statistical outliers.

Best for: Spotting values that fall outside the usual distribution.

Assist Pro + → Audit and Analysis → Analysis Toolkit → Highlight Outliers

Current vs Prior

Visualize period-over-period changes.

Best for: Analysing unexpected year-on-year or period-on-period movements.

Assist Pro + → Audit and Analysis → Analysis Toolkit → Current vs Prior

Benford's Law

Analyze digit distribution for anomalies.

Best for: Screening transaction amounts for unusual first-digit distributions.

Assist Pro + → Audit and Analysis → Analysis Toolkit → Benford's Law

Currency Check

Verify multi-currency entries.

Best for: Checking ledgers containing amounts in more than one currency.

Assist Pro + → Audit and Analysis → Analysis Toolkit → More → Currency Check

Duplicate Finder

Find exact duplicates.

Best for: Checking whether exact source records occur more than once.

Assist Pro + → Audit and Analysis → Analysis Toolkit → More → Duplicate Finder

Fuzzy Duplicates

Find similar entries.

Best for: Finding records with slightly different spelling or formatting.

Assist Pro + → Audit and Analysis → Analysis Toolkit → More → Fuzzy Duplicates

Difference Finder

Highlight changes between datasets.

Best for: Highlighting changes across two comparable blocks of data.

Assist Pro + → Audit and Analysis → Analysis Toolkit → More → Difference Finder

Sample Generator

Opens the sampling dashboard for selecting population items.

Best for: Selecting transaction samples for audit testing from large populations.

Assist Pro + → ERP and Sampling → Sample Generator

DocuMatcher

Launches DocuMatcher for matching general-ledger transactions with supporting documents.

Best for: Matching selected ledger transactions to invoices or supporting documents.

Assist Pro + → ERP and Sampling → DocuMatcher

GL Setup Wizard

Provides a wizard to map and clean general-ledger columns.

Best for: Mapping the columns of an unfamiliar general-ledger export.

Assist Pro + → ERP and Sampling → ERP Formatter → GL Setup Wizard

ERP Pivot Row Analyzer

Highlights pivot-table rows using a colour scale and indicator icons.

Best for: Preparing a ERP Pivot Row Analyzer export with consistent ledger columns before pivoting or audit analysis.

Assist Pro + → ERP and Sampling → ERP Formatter → ERP Pivot Row Analyzer

AccPack - Sage 300

Formats Sage 300 / AccPac general-ledger exports for analysis.

Best for: Importing an AccPac / Sage 300 general-ledger extract before testing journals.

Assist Pro + → ERP and Sampling → ERP Formatter → AccPack - Sage 300

Pastel Partner

Formats a Pastel Partner general-ledger export for analysis.

Best for: Cleaning Pastel Partner exports for financial analysis or audit testing.

Assist Pro + → ERP and Sampling → ERP Formatter → Pastel Partner

Palladium

Formats a Palladium general-ledger export for analysis.

Best for: Converting Palladium general-ledger data to analysis-ready columns.

Assist Pro + → ERP and Sampling → ERP Formatter → Palladium

Syspro

Formats a Syspro general-ledger export for analysis.

Best for: Preparing Syspro transaction exports for account analysis and testing.

Assist Pro + → ERP and Sampling → ERP Formatter → Syspro

Sage 50

Formats a Sage 50 export for analysis.

Best for: Standardising Sage 50 ledger exports for reporting.

Assist Pro + → ERP and Sampling → ERP Formatter → Sage 50

Sage 200

Formats a Sage 200 export for analysis.

Best for: Preparing Sage 200 general-ledger data for detailed review.

Assist Pro + → ERP and Sampling → ERP Formatter → Sage 200

Sage 200 VC

Formats a Sage 200 VC export for analysis.

Best for: Preparing Sage 200 VC ledger exports for analysis.

Assist Pro + → ERP and Sampling → ERP Formatter → Sage 200 VC

Sage One

Formats a Sage One export for analysis.

Best for: Cleaning Sage One online-accounting exports.

Assist Pro + → ERP and Sampling → ERP Formatter → Sage One

Sage One CSV

Formats a Sage One CSV export for analysis.

Best for: Structuring Sage One CSV transaction exports.

Assist Pro + → ERP and Sampling → ERP Formatter → Sage One CSV

QuickBooks Desktop

Formats a QuickBooks Desktop export for analysis.

Best for: Preparing QuickBooks Desktop financial extracts for analysis.

Assist Pro + → ERP and Sampling → ERP Formatter → QuickBooks Desktop

QuickBooks Online

Formats a QuickBooks Online export for analysis.

Best for: Cleaning QuickBooks Online general-ledger exports.

Assist Pro + → ERP and Sampling → ERP Formatter → QuickBooks Online

Xero

Formats a Xero general-ledger export for analysis.

Best for: Standardising Xero ledger data for journal analysis.

Assist Pro + → ERP and Sampling → ERP Formatter → Xero

SAP

Formats an SAP ledger export for analysis.

Best for: Preparing SAP finance extracts for reconciliations.

Assist Pro + → ERP and Sampling → ERP Formatter → SAP

Autofill Down

Fill blank cells with the value above.

Best for: Filling down blanks in a report where values are shown only at section breaks.

Assist Pro + → Data Cleaning → Clean → Autofill Down

Delete Blank Rows

Remove blank rows.

Best for: Removing completely empty rows from imported exports.

Assist Pro + → Data Cleaning → Clean → Delete Blank Rows

Delete Blank Columns

Remove blank columns.

Best for: Removing empty columns that interrupt sorting or analysis.

Assist Pro + → Data Cleaning → Clean → Delete Blank Columns

Clean Empty Cells

Remove excess empty cells outside the used data area.

Best for: Trimming the excessive used range of a spreadsheet.

Assist Pro + → Data Cleaning → Clean → Clean Empty Cells

Remove Duplicate Rows

Remove fully duplicated rows from the active data region.

Best for: Cleaning duplicate records from contact, transaction or report exports.

Assist Pro + → Data Cleaning → Clean → Remove Duplicate Rows

Remove Duplicates by Column

Use the active column as the duplicate key and remove duplicate rows.

Best for: Keeping unique records based on a chosen identifier.

Assist Pro + → Data Cleaning → Clean → Remove Duplicates by Column

Delete Rows by Value

Delete rows matching a specified value.

Best for: Removing records with a specified status, category or value.

Assist Pro + → Data Cleaning → Clean → Delete Rows by Value

Remove Offset Values

Remove offsetting transactions with a nil effect.

Best for: Removing transaction pairs that net to zero after review.

Assist Pro + → Data Cleaning → Clean → Remove Offset Values

Delete Hidden Rows

Delete hidden rows inside the active data region.

Best for: Cleaning filtered or hidden records from a working copy.

Assist Pro + → Data Cleaning → Clean → Delete Hidden Rows

Delete Hidden Columns

Delete hidden columns inside the active data region.

Best for: Removing hidden columns no longer needed in an output dataset.

Assist Pro + → Data Cleaning → Clean → Delete Hidden Columns

Clear Empty Strings

Clear cells whose displayed value is an empty string.

Best for: Removing formula/import results that visually appear blank.

Assist Pro + → Data Cleaning → Clean → Clear Empty Strings

Clear Formula Errors

Clear cells containing formula errors.

Best for: Preparing an analysis copy by clearing cells with formula errors.

Assist Pro + → Data Cleaning → Clean → Clear Formula Errors

Delete Zero Rows

Delete rows where the active column equals zero.

Best for: Cleaning rows with nil values in an amount column.

Assist Pro + → Data Cleaning → Clean → Delete Zero Rows

Delete All-Zero Rows

Delete rows containing only blanks and numeric zeros.

Best for: Removing summary rows that consist entirely of zeros.

Assist Pro + → Data Cleaning → Clean → Delete All-Zero Rows

Reset Used Range

Refresh Excel's used range for the active worksheet.

Best for: Correcting an inflated worksheet size after clearing data.

Assist Pro + → Data Cleaning → Clean → Reset Used Range

Smart Clean Data

Trim text, clean non-printing characters, unmerge and remove fully blank rows and columns.

Best for: Standardising a messy ERP extract in one cleanup pass.

Assist Pro + → Data Cleaning → Clean → Smart Clean Data

Account Summary

Roll up by account.

Best for: Summarising transactions by general-ledger account.

Assist Pro + → Data Cleaning → Clean → Visualization → Account Summary

Monthly Grouping

Organize by month.

Best for: Grouping transactions into reporting months.

Assist Pro + → Data Cleaning → Clean → Visualization → Monthly Grouping

Date Bucketing

Categorize by date ranges.

Best for: Grouping dates into useful ranges or ageing buckets.

Assist Pro + → Data Cleaning → Clean → Visualization → Date Bucketing

Monthly Pivot

Builds a pivot-style monthly summary from source data.

Best for: Creating period-based summaries from raw transactional data.

Assist Pro + → Data Cleaning → Clean → Visualization → Monthly Pivot

Text to Number - Column

Convert numeric text in the active data column into real numbers.

Best for: Converting numeric text to values usable in sums and pivots. Use across a whole active column.

Assist Pro + → Data Cleaning → Convert → Quick Column Tools → Text to Number - Column

Number to Text - Column

Convert values in the active data column to text.

Best for: Preserving IDs or codes that must retain their text formatting. Use across a whole active column.

Assist Pro + → Data Cleaning → Convert → Quick Column Tools → Number to Text - Column

Text to Date - Column

Convert recognizable date text in the active column into Excel dates.

Best for: Converting imported date strings into real Excel dates. Use across a whole active column.

Assist Pro + → Data Cleaning → Convert → Quick Column Tools → Text to Date - Column

Date to Text - Column

Convert dates in the active column to yyyy-mm-dd text.

Best for: Creating consistent text-based date keys for exports. Use across a whole active column.

Assist Pro + → Data Cleaning → Convert → Quick Column Tools → Date to Text - Column

Positive to Negative - Column

Make positive numeric values in the active column negative.

Best for: Changing sign convention in an imported numeric column. Use across a whole active column.

Assist Pro + → Data Cleaning → Convert → Quick Column Tools → Positive to Negative - Column

Negative to Positive - Column

Make negative numeric values in the active column positive.

Best for: Turning expense or payable amounts into positive presentation values. Use across a whole active column.

Assist Pro + → Data Cleaning → Convert → Quick Column Tools → Negative to Positive - Column

Absolute Values - Column

Convert numeric values in the active column to absolute values.

Best for: Comparing amounts regardless of sign. Use across a whole active column.

Assist Pro + → Data Cleaning → Convert → Quick Column Tools → Absolute Values - Column

Text to Number - Selection

Convert selected text-formatted numbers into numeric values.

Best for: Converting numeric text to values usable in sums and pivots. Apply to an explicitly selected range.

Assist Pro + → Data Cleaning → Convert → Selection Tools → Text to Number - Selection

Number to Text - Selection

Convert selected numeric values to text.

Best for: Preserving IDs or codes that must retain their text formatting. Apply to an explicitly selected range.

Assist Pro + → Data Cleaning → Convert → Selection Tools → Number to Text - Selection

Text to Date - Selection

Convert selected date text into Excel dates.

Best for: Converting imported date strings into real Excel dates. Apply to an explicitly selected range.

Assist Pro + → Data Cleaning → Convert → Selection Tools → Text to Date - Selection

Date to Text - Selection

Convert selected dates into date text.

Best for: Creating consistent text-based date keys for exports. Apply to an explicitly selected range.

Assist Pro + → Data Cleaning → Convert → Selection Tools → Date to Text - Selection

Positive to Negative - Selection

Convert positive numbers in the selected cells to negative values.

Best for: Changing sign convention in an imported numeric column. Apply to an explicitly selected range.

Assist Pro + → Data Cleaning → Convert → Selection Tools → Positive to Negative - Selection

Negative to Positive - Selection

Convert negative numbers in the selected cells to positive values.

Best for: Turning expense or payable amounts into positive presentation values. Apply to an explicitly selected range.

Assist Pro + → Data Cleaning → Convert → Selection Tools → Negative to Positive - Selection

Absolute Values - Selection

Convert selected numeric values to their absolute values.

Best for: Comparing amounts regardless of sign. Apply to an explicitly selected range.

Assist Pro + → Data Cleaning → Convert → Selection Tools → Absolute Values - Selection

Formula to Value - Column

Replace formulas in the active data column with their current values.

Best for: Useful when normalising raw data columns and you need to replace formulas in the active data column with their current values.

Assist Pro + → Data Cleaning → Convert → Values → Formula to Value - Column

Percentage

Apply percentage formatting without changing the underlying values.

Best for: Useful when normalising raw data columns and you need to apply percentage formatting without changing the underlying values.

Assist Pro + → Data Cleaning → Convert → Number Format → Percentage

Decimal

Remove percentage formatting and display the underlying decimal values.

Best for: Useful when normalising raw data columns and you need to remove percentage formatting and display the underlying decimal values.

Assist Pro + → Data Cleaning → Convert → Number Format → Decimal

Accounting

Apply accounting-style number formatting.

Best for: Useful when normalising raw data columns and you need to apply accounting-style number formatting.

Assist Pro + → Data Cleaning → Convert → Number Format → Accounting

General

Return cells to General number format.

Best for: Useful when normalising raw data columns and you need to return cells to General number format.

Assist Pro + → Data Cleaning → Convert → Number Format → General

Month Number

Create month numbers from the active date column.

Best for: Creating numeric month fields from dates for period sorting.

Assist Pro + → Data Cleaning → Convert → Date Parts → Month Number

Month Name

Create month names from the active date column.

Best for: Creating month-name columns for management reporting.

Assist Pro + → Data Cleaning → Convert → Date Parts → Month Name

Year

Create year values from the active date column.

Best for: Separating reporting years from date columns.

Assist Pro + → Data Cleaning → Convert → Date Parts → Year

Financial Year

Create March-to-February financial year labels from the active date column.

Best for: Classifying dates into March-to-February financial years.

Assist Pro + → Data Cleaning → Convert → Date Parts → Financial Year

Period yyyy-mm

Create yyyy-mm period labels from the active date column.

Best for: Building consistent period keys for pivots and comparisons.

Assist Pro + → Data Cleaning → Convert → Date Parts → Period yyyy-mm

Remove Spaces

Remove spaces in selected cells.

Best for: Fixing unnecessary spaces before sorting, matching or lookup.

Assist Pro + → Data Cleaning → Text → Text Selection Tools → Remove Spaces

Standardize Text

Turns text in selected range to proper case.

Best for: Making inconsistent text capitalization consistent.

Assist Pro + → Data Cleaning → Text → Text Selection Tools → Standardize Text

All Lower Case

Turns text in selected range to lower case.

Best for: Standardising imported descriptions to lowercase.

Assist Pro + → Data Cleaning → Text → Text Selection Tools → All Lower Case

All Upper Case

Turns text in selected range to upper case.

Best for: Standardising codes and labels to uppercase.

Assist Pro + → Data Cleaning → Text → Text Selection Tools → All Upper Case

Trim Spaces

Remove leading, trailing and repeated spaces.

Best for: Cleaning leading, trailing or repeated spaces in imported lists.

Assist Pro + → Data Cleaning → Text → Trim Spaces

Remove All Spaces

Remove all ordinary and non-breaking spaces.

Best for: Cleaning references that should not contain spaces.

Assist Pro + → Data Cleaning → Text → Remove All Spaces

Remove Line Breaks

Replace line breaks with spaces.

Best for: Fixing values split across multiple lines within cells.

Assist Pro + → Data Cleaning → Text → Remove Line Breaks

Remove Non-Printable

Remove non-printing characters.

Best for: Removing invisible characters that break lookups or comparisons.

Assist Pro + → Data Cleaning → Text → Remove Non-Printable

Proper Case

Convert text to Proper Case.

Best for: Improving the readability of imported names and descriptions.

Assist Pro + → Data Cleaning → Text → Proper Case

UPPERCASE

Convert text to uppercase.

Best for: Converting text labels into consistent uppercase.

Assist Pro + → Data Cleaning → Text → UPPERCASE

lowercase

Convert text to lowercase.

Best for: Converting mixed-case values into lowercase.

Assist Pro + → Data Cleaning → Text → lowercase

Extract Numbers

Extract number-like characters into a new column.

Best for: Isolating an account, invoice or item number within mixed text.

Assist Pro + → Data Cleaning → Text → Extract Numbers

Extract Text

Extract letters and spaces into a new column.

Best for: Separating descriptive letters from mixed alphanumeric cells.

Assist Pro + → Data Cleaning → Text → Extract Text

Extract Before...

Extract everything before specified text into a new column.

Best for: Capturing the code before a known separator in source data.

Assist Pro + → Data Cleaning → Text → Extract Before...

Extract After...

Extract everything after specified text into a new column.

Best for: Capturing the description after a known separator in source data.

Assist Pro + → Data Cleaning → Text → Extract After...

Add Prefix

Add text to the beginning of each value.

Best for: Standardising references with a fixed starting code.

Assist Pro + → Data Cleaning → Text → Add Prefix

Add Suffix

Add text to the end of each value.

Best for: Adding a common ending to a list of labels or codes.

Assist Pro + → Data Cleaning → Text → Add Suffix

Replace Text

Find and replace text in the working range.

Best for: Changing a recurring code or text pattern throughout a range.

Assist Pro + → Data Cleaning → Text → Replace Text

Merge Sheets in Workbook

Combine worksheets in the current workbook.

Best for: Combining similarly structured monthly tabs into a consolidated dataset.

Assist Pro + → Data Cleaning → Sheets → Combine Data → Merge Sheets in Workbook

Merge Across Workbooks

Combine data from multiple workbooks.

Best for: Consolidating several same-format client exports into one view.

Assist Pro + → Data Cleaning → Sheets → Combine Data → Merge Across Workbooks

Import Sheets Across Workbooks

Import sheets from multiple workbooks.

Best for: Bringing tabs from separate workbooks into one review file.

Assist Pro + → Data Cleaning → Sheets → Combine Data → Import Sheets Across Workbooks

Extract Sheets

Select one or more worksheet tabs, then click this tool to copy them into a new Excel workbook saved beside the current workbook.

Best for: Sending selected sheets to a standalone workbook for sharing.

Assist Pro + → Data Cleaning → Sheets → Extract Sheets

Break Links

Break external workbook links.

Best for: Removing unnecessary external workbook references before delivery.

Assist Pro + → Data Cleaning → Sheets → Break Links

Convert .xls to .xlsx

Convert the active .xls workbook to .xlsx.

Best for: Updating older spreadsheet files to the modern Excel format.

Assist Pro + → Data Cleaning → Sheets → Convert .xls to .xlsx

Generate Named Ranges

Generate named ranges from headers.

Best for: Creating usable named references from header rows.

Assist Pro + → Data Cleaning → Sheets → Generate Named Ranges

Unhide All Sheets

Make all worksheets visible.

Best for: Locating sheets hidden in client-supplied workbooks.

Assist Pro + → Data Cleaning → Sheets → Unhide All Sheets

Delete Empty Sheets

Delete genuinely empty worksheets after confirmation.

Best for: Tidying workbooks that contain unused blank worksheets.

Assist Pro + → Data Cleaning → Sheets → Delete Empty Sheets

Sort Sheets A-Z

Sort worksheet tabs alphabetically.

Best for: Ordering many worksheet tabs consistently.

Assist Pro + → Data Cleaning → Sheets → Sort Sheets A-Z

Create Sheet Index

Create a clickable worksheet index.

Best for: Adding navigation for a large workbook with many tabs.

Assist Pro + → Data Cleaning → Sheets → Create Sheet Index

Data Health Check

Scan the active data region for common problems.

Best for: Running a quick quality assessment before relying on imported data.

Assist Pro + → Data Cleaning → Sheets → Find & Fix → Data Health Check

Find Blanks

Highlight blank cells.

Best for: Checking missing fields or gaps in a dataset.

Assist Pro + → Data Cleaning → Sheets → Find & Fix → Find Blanks

Find Formula Errors

Highlight formula errors.

Best for: Finding broken calculations in a working paper or report.

Assist Pro + → Data Cleaning → Sheets → Find & Fix → Find Formula Errors

Numbers Stored as Text

Highlight numbers stored as text.

Best for: Finding numeric data that Excel treats as text.

Assist Pro + → Data Cleaning → Sheets → Find & Fix → Numbers Stored as Text

Inconsistent Formulas

Highlight formulas that differ from the dominant formula pattern in the active column.

Best for: Checking columns where one formula differs from neighbouring rows.

Assist Pro + → Data Cleaning → Sheets → Find & Fix → Inconsistent Formulas

Hardcodes in Formula Column

Highlight constants inside a mostly-formula column.

Best for: Finding manually entered numbers in an otherwise calculated column.

Assist Pro + → Data Cleaning → Sheets → Find & Fix → Hardcodes in Formula Column

Merged Cells

Highlight merged cells.

Best for: Finding merged cells that disrupt imports, sorting or filters.

Assist Pro + → Data Cleaning → Sheets → Find & Fix → Merged Cells

Leading / Trailing Spaces

Highlight text containing leading or trailing spaces.

Best for: Diagnosing lookup mismatches caused by extra spaces.

Assist Pro + → Data Cleaning → Sheets → Find & Fix → Leading / Trailing Spaces

Line Breaks

Highlight cells containing line breaks.

Best for: Finding row data containing embedded new lines.

Assist Pro + → Data Cleaning → Sheets → Find & Fix → Line Breaks

External Formula Links

Highlight formulas that refer to external workbooks.

Best for: Checking dependencies on outside workbook files.

Assist Pro + → Data Cleaning → Sheets → Find & Fix → External Formula Links

Blank Headers

Highlight blank header cells.

Best for: Spotting columns with missing field names.

Assist Pro + → Data Cleaning → Sheets → Find & Fix → Blank Headers

Duplicate Headers

Highlight duplicate header names.

Best for: Fixing repeated column names in imported data.

Assist Pro + → Data Cleaning → Sheets → Find & Fix → Duplicate Headers

Mixed Data Types

Highlight values that do not match the dominant data type in the active column.

Best for: Finding a mix of text and numbers in the same field.

Assist Pro + → Data Cleaning → Sheets → Find & Fix → Mixed Data Types

Clear Find Highlights

Remove highlights added by Find & Fix tools.

Best for: Removing temporary issue markers after cleanup.

Assist Pro + → Data Cleaning → Sheets → Find & Fix → Clear Find Highlights

Swap Columns

Swap two columns.

Best for: Restructuring or cleaning a wide worksheet before building the final report or analysis.

Assist Pro + → Data Cleaning → Rows & Columns → Swap Columns

Swap Rows

Swap two rows.

Best for: Restructuring or cleaning a wide worksheet before building the final report or analysis.

Assist Pro + → Data Cleaning → Rows & Columns → Swap Rows

Move Column Left

Move the active worksheet column one position left.

Best for: Restructuring or cleaning a wide worksheet before building the final report or analysis.

Assist Pro + → Data Cleaning → Rows & Columns → Move Column Left

Move Column Right

Move the active worksheet column one position right.

Best for: Restructuring or cleaning a wide worksheet before building the final report or analysis.

Assist Pro + → Data Cleaning → Rows & Columns → Move Column Right

Move Row Up

Move the active worksheet row one position up.

Best for: Restructuring or cleaning a wide worksheet before building the final report or analysis.

Assist Pro + → Data Cleaning → Rows & Columns → Move Row Up

Move Row Down

Move the active worksheet row one position down.

Best for: Restructuring or cleaning a wide worksheet before building the final report or analysis.

Assist Pro + → Data Cleaning → Rows & Columns → Move Row Down

Insert Column Left

Insert a worksheet column to the left.

Best for: Restructuring or cleaning a wide worksheet before building the final report or analysis.

Assist Pro + → Data Cleaning → Rows & Columns → Insert Column Left

Insert Column Right

Insert a worksheet column to the right.

Best for: Restructuring or cleaning a wide worksheet before building the final report or analysis.

Assist Pro + → Data Cleaning → Rows & Columns → Insert Column Right

Insert Row Above

Insert a worksheet row above.

Best for: Restructuring or cleaning a wide worksheet before building the final report or analysis.

Assist Pro + → Data Cleaning → Rows & Columns → Insert Row Above

Insert Row Below

Insert a worksheet row below.

Best for: Restructuring or cleaning a wide worksheet before building the final report or analysis.

Assist Pro + → Data Cleaning → Rows & Columns → Insert Row Below

Delete Current Column

Delete the active worksheet column.

Best for: Restructuring or cleaning a wide worksheet before building the final report or analysis.

Assist Pro + → Data Cleaning → Rows & Columns → Delete Current Column

Delete Current Row

Delete the active worksheet row.

Best for: Restructuring or cleaning a wide worksheet before building the final report or analysis.

Assist Pro + → Data Cleaning → Rows & Columns → Delete Current Row

Duplicate Column

Duplicate the active column to the right.

Best for: Restructuring or cleaning a wide worksheet before building the final report or analysis.

Assist Pro + → Data Cleaning → Rows & Columns → Duplicate Column

Duplicate Row

Duplicate the active row below.

Best for: Restructuring or cleaning a wide worksheet before building the final report or analysis.

Assist Pro + → Data Cleaning → Rows & Columns → Duplicate Row

Fill Down

Fill a selection down or fill blanks in the active column using the value above.

Best for: Restructuring or cleaning a wide worksheet before building the final report or analysis.

Assist Pro + → Data Cleaning → Rows & Columns → Fill Down

Fill Right

Fill a selected range to the right.

Best for: Restructuring or cleaning a wide worksheet before building the final report or analysis.

Assist Pro + → Data Cleaning → Rows & Columns → Fill Right

Transpose Selection

Transpose the selected range to a new worksheet.

Best for: Restructuring or cleaning a wide worksheet before building the final report or analysis.

Assist Pro + → Data Cleaning → Rows & Columns → Transpose Selection

AutoFit Columns

AutoFit selected columns or the active data region.

Best for: Restructuring or cleaning a wide worksheet before building the final report or analysis.

Assist Pro + → Data Cleaning → Rows & Columns → AutoFit Columns

AutoFit Rows

AutoFit selected rows or the active data region.

Best for: Restructuring or cleaning a wide worksheet before building the final report or analysis.

Assist Pro + → Data Cleaning → Rows & Columns → AutoFit Rows

Add Left 2 Columns

Destination = two columns left + one column left.

Best for: Preparing calculated financial or operational schedules from adjacent data columns.

Assist Pro + → Data Cleaning → Quick Maths → Add Left 2 Columns

Subtract Left 2 Columns

Destination = two columns left minus one column left.

Best for: Preparing calculated financial or operational schedules from adjacent data columns.

Assist Pro + → Data Cleaning → Quick Maths → Subtract Left 2 Columns

Multiply Left 2 Columns

Destination = two columns left multiplied by one column left.

Best for: Preparing calculated financial or operational schedules from adjacent data columns.

Assist Pro + → Data Cleaning → Quick Maths → Multiply Left 2 Columns

Divide Left 2 Columns

Destination = two columns left divided by one column left.

Best for: Preparing calculated financial or operational schedules from adjacent data columns.

Assist Pro + → Data Cleaning → Quick Maths → Divide Left 2 Columns

Debit - Credit

Create Amount from the two columns immediately to the left.

Best for: Preparing transaction amounts or debit/credit columns for financial review and reconciliation.

Assist Pro + → Data Cleaning → Quick Maths → Debit - Credit

Credit - Debit

Create Amount using the reverse sign.

Best for: Preparing transaction amounts or debit/credit columns for financial review and reconciliation.

Assist Pro + → Data Cleaning → Quick Maths → Credit - Debit

Absolute Difference

Absolute difference between the two columns to the left.

Best for: Preparing calculated financial or operational schedules from adjacent data columns.

Assist Pro + → Data Cleaning → Quick Maths → Absolute Difference

Variance

Two columns left minus one column left.

Best for: Preparing calculated financial or operational schedules from adjacent data columns.

Assist Pro + → Data Cleaning → Quick Maths → Variance

Variance %

Percentage variance using the two columns to the left.

Best for: Preparing calculated financial or operational schedules from adjacent data columns.

Assist Pro + → Data Cleaning → Quick Maths → Variance %

Row Total

Sum all columns in the current data region to the left of the active destination column.

Best for: Preparing calculated financial or operational schedules from adjacent data columns.

Assist Pro + → Data Cleaning → Quick Maths → Row Total

Row Average

Average all columns in the current data region to the left of the active destination column.

Best for: Preparing calculated financial or operational schedules from adjacent data columns.

Assist Pro + → Data Cleaning → Quick Maths → Row Average

Running Total

Create a running total using the column immediately to the left.

Best for: Preparing calculated financial or operational schedules from adjacent data columns.

Assist Pro + → Data Cleaning → Quick Maths → Running Total

Running Balance

Create a running balance using the amount column immediately to the left.

Best for: Preparing calculated financial or operational schedules from adjacent data columns.

Assist Pro + → Data Cleaning → Quick Maths → Running Balance

Difference From Previous Row

Current value minus the previous value using the column immediately to the left.

Best for: Preparing calculated financial or operational schedules from adjacent data columns.

Assist Pro + → Data Cleaning → Quick Maths → Difference From Previous Row

% Change From Previous Row

Percentage change from the prior row using the column immediately to the left.

Best for: Preparing calculated financial or operational schedules from adjacent data columns.

Assist Pro + → Data Cleaning → Quick Maths → % Change From Previous Row

Round to 1

Round numeric values to the nearest whole number.

Best for: Preparing calculated financial or operational schedules from adjacent data columns.

Assist Pro + → Data Cleaning → Quick Maths → Rounding → Round to 1

Round to 10

Round numeric values to the nearest 10.

Best for: Preparing calculated financial or operational schedules from adjacent data columns.

Assist Pro + → Data Cleaning → Quick Maths → Rounding → Round to 10

Round to 100

Round numeric values to the nearest 100.

Best for: Preparing calculated financial or operational schedules from adjacent data columns.

Assist Pro + → Data Cleaning → Quick Maths → Rounding → Round to 100

Cell Splitter

Split the selected cell into rows.

Best for: Breaking a single cell with combined content into rows.

Assist Pro + → Data Cleaning → Split → Cell Splitter

Smart Split

Intelligently split text into columns.

Best for: Splitting inconsistent combined text fields using smart rules.

Assist Pro + → Data Cleaning → Split → Smart Split

Split Combined

Separate combined fields into individual columns.

Best for: Separating multiple pieces of information held in one field.

Assist Pro + → Data Cleaning → Split → Split Combined

Split Column by Delimiter

Split the active column using a delimiter.

Best for: Breaking a combined value by commas, tabs or other separators.

Assist Pro + → Data Cleaning → Split → Split Column by Delimiter

Split at First Space

Split the active column at the first space.

Best for: Separating a code from a following description.

Assist Pro + → Data Cleaning → Split → Split at First Space

Split at Last Space

Split the active column at the last space.

Best for: Splitting a text field at its final space.

Assist Pro + → Data Cleaning → Split → Split at Last Space

Split Letters / Numbers

Create separate text and numeric-character columns.

Best for: Separating item codes from their numeric components.

Assist Pro + → Data Cleaning → Split → Split Letters / Numbers

Split Date / Time

Create separate Date and Time columns.

Best for: Creating independent date and time fields for analysis.

Assist Pro + → Data Cleaning → Split → Split Date / Time

Delimited Text to Rows

Split one selected cell into rows using a delimiter.

Best for: Turning a long delimited text cell into several records.

Assist Pro + → Data Cleaning → Split → Delimited Text to Rows

Split Sheet by Column

Split a worksheet into separate sheets using column values.

Best for: Creating separate worksheets per department, branch or category.

Assist Pro + → Data Cleaning → Split → Split Sheet by Column

Link Cells with Callouts

Runs the Link Cells with Callouts command from the Assist Pro toolbar.

Best for: Linking an annotation to supporting figures in a working paper.

Assist Pro + → Legends and Signoff → Dynamic Markup → Link Cells with Callouts

Text Box Arrow

Insert a Text Box Arrow to mark or point to a comment or section.

Best for: Useful when annotating or signing off audit workpapers and you need to insert a Text Box Arrow to mark or point to a comment or section.

Assist Pro + → Legends and Signoff → Dynamic Markup → Text Box Arrow

Left Bracket

Insert a left bracket to mark a selected range (select cells for length of bracket).

Best for: Useful when annotating or signing off audit workpapers and you need to insert a left bracket to mark a selected range (select cells for length of bracket).

Assist Pro + → Legends and Signoff → Dynamic Markup → Left Bracket

Right Bracket

Insert a right bracket to mark a selected range (select cells for length of bracket).

Best for: Useful when annotating or signing off audit workpapers and you need to insert a right bracket to mark a selected range (select cells for length of bracket).

Assist Pro + → Legends and Signoff → Dynamic Markup → Right Bracket

Horizontal Arrow

Insert a horizontal arrow spanning the selected cells (select cells in direction of arrow).

Best for: Useful when annotating or signing off audit workpapers and you need to insert a horizontal arrow spanning the selected cells (select cells in direction of arrow).

Assist Pro + → Legends and Signoff → Dynamic Markup → Horizontal Arrow

Vertical Arrow

Insert a vertical arrow spanning the selected cells (select cells in direction of arrow).

Best for: Useful when annotating or signing off audit workpapers and you need to insert a vertical arrow spanning the selected cells (select cells in direction of arrow).

Assist Pro + → Legends and Signoff → Dynamic Markup → Vertical Arrow

Diagonal Arrow

Insert a diagonal arrow across the selected range of cells (select cells in direction of arrow).

Best for: Useful when annotating or signing off audit workpapers and you need to insert a diagonal arrow across the selected range of cells (select cells in direction of arrow).

Assist Pro + → Legends and Signoff → Dynamic Markup → Diagonal Arrow

Range Arrow

Insert a dynamic range arrow that expands based on your selection (select cells in direction of arrow).

Best for: Useful when annotating or signing off audit workpapers and you need to insert a dynamic range arrow that expands based on your selection (select cells in direction of arrow).

Assist Pro + → Legends and Signoff → Dynamic Markup → Range Arrow

Legend Builder

Builds a legend from tickmarks used in the active worksheet.

Best for: Creating the explanatory legend for tickmarks used in an audit file.

Assist Pro + → Legends and Signoff → Control Center → Legend Builder

Tick-Mark Legends

Maintains descriptions attached to audit tickmarks.

Best for: Updating the descriptions of workpaper tickmarks.

Assist Pro + → Legends and Signoff → Control Center → Tick-Mark Legends

Delete all

Delete tickmarks from active sheet.

Best for: Useful when annotating or signing off audit workpapers and you need to delete tickmarks from active sheet.

Assist Pro + → Legends and Signoff → Control Center → Delete all

Delete Selection

Delete all tickmarks from selection.

Best for: Useful when annotating or signing off audit workpapers and you need to delete all tickmarks from selection.

Assist Pro + → Legends and Signoff → Control Center → Delete Selection

Remove Link Callouts (Sheet)

Remove all linked callout shapes from the active sheet.

Best for: Useful when annotating or signing off audit workpapers and you need to remove all linked callout shapes from the active sheet.

Assist Pro + → Legends and Signoff → Control Center → Remove Link Callouts (Sheet)

Remove Link Callouts (All Sheets)

Remove all linked callout shapes from every worksheet in this file.

Best for: Useful when annotating or signing off audit workpapers and you need to remove all linked callout shapes from every worksheet in this file.

Assist Pro + → Legends and Signoff → Control Center → Remove Link Callouts (All Sheets)

Preparer

Adds a preparer sign-off to a working paper.

Best for: Applying a prepared-by sign-off to a completed working paper.

Assist Pro + → Legends and Signoff → Sign off → Preparer

Reviewer

Adds a reviewer sign-off to a working paper.

Best for: Applying a reviewed-by sign-off after audit review.

Assist Pro + → Legends and Signoff → Sign off → Reviewer

Basic Templates

Lists available single-sheet templates.

Best for: Starting a recurring Excel worksheet using a saved layout.

Assist Pro + → Templates and Present → Basic Templates

Full Templates

Lists complete multi-sheet templates.

Best for: Creating a standard multi-sheet workbook without rebuilding it.

Assist Pro + → Templates and Present → Full Templates

Working Papers

Lists audit working-paper templates.

Best for: Generating standard audit workpapers from stored templates.

Assist Pro + → Templates and Present → WP Suite → Working Papers

Sampling Templates

Provides templates for recording and documenting sample selections.

Best for: Starting audit sample schedules using established template designs.

Assist Pro + → Templates and Present → WP Suite → Sampling Templates

Export to Word

Paste selected table into a Word document.

Best for: Transferring a finished Excel table into written documentation.

Assist Pro + → Templates and Present → Export/Push-to → Export to Word

Export to PowerPoint

Paste selected table into a PowerPoint slide.

Best for: Adding Excel schedules to a review or management presentation.

Assist Pro + → Templates and Present → Export/Push-to → Export to PowerPoint

Export to Outlook

Send selected information into a new Outlook email.

Best for: Sending selected worksheet information in an email.

Assist Pro + → Templates and Present → Export/Push-to → Export to Outlook

Export as PDF

Export your current worksheet or selection as a PDF.

Best for: Sharing a locked-format copy of a worksheet or report.

Assist Pro + → Templates and Present → Export/Push-to → Export as PDF

Copy as Picture

Copy selected range as an image for pasting elsewhere.

Best for: Pasting a neatly formatted table into another document as an image.

Assist Pro + → Templates and Present → Export/Push-to → Copy as Picture

Export View as PDF and Email

Exports the selected content using the export view as pdf and email function.

Best for: Sending a PDF version of the current report without multiple manual steps.

Assist Pro + → Templates and Present → Export/Push-to → Export View as PDF and Email

Quick Chart

Quickly create a chart from selected data for presentations.

Best for: Creating a visual summary from a selected data table.

Assist Pro + → Templates and Present → Other → Quick Chart

Shade Rows

Shade every other row for readability.

Best for: Adding alternating shading to improve readability.

Assist Pro + → Templates and Present → Other → Shade Rows

Shade Blanks

Highlight all blank cells in your selection.

Best for: Making missing cells more obvious for data review.

Assist Pro + → Templates and Present → Other → Shade Blanks

Clear Formatting

Remove all formatting from the selection.

Best for: Removing unwanted source formatting before standardising a report.

Assist Pro + → Templates and Present → Other → Clear Formatting

Insert Hyperlink

Add a link to a file, webpage, or email.

Best for: Linking directly from a workbook to source files or relevant URLs.

Assist Pro + → Templates and Present → Other → Insert Hyperlink

Add Note

Add a note/comment to each selected cell.

Best for: Documenting assumptions or comments against specific cells.

Assist Pro + → Templates and Present → Other → Add Note

Paste Comment to Cell

Paste each selected cell's comment into the cell and delete the comment.

Best for: Moving comment content into the sheet for reporting or export.

Assist Pro + → Templates and Present → Other → Paste Comment to Cell

Del Cmnts

Delete cell comments in the current sheet or entire workbook.

Best for: Clearing unwanted comments from a workbook before sharing.

Assist Pro + → Templates and Present → Other → Del Cmnts

Export Selection as Chart

Exports the selected content using the export selection as chart function.

Best for: Useful when polishing a worksheet for review or reporting and you need to export the selected content using the export selection as chart function.

Assist Pro + → Templates and Present → Other → More → Data Visualization Export → Export Selection as Chart

Export Multiple Ranges as PDF

Exports the selected content using the export multiple ranges as pdf function.

Best for: Useful when polishing a worksheet for review or reporting and you need to export the selected content using the export multiple ranges as pdf function.

Assist Pro + → Templates and Present → Other → More → Data Visualization Export → Export Multiple Ranges as PDF

HTML Email Table

Runs the HTML Email Table command from the Assist Pro toolbar.

Best for: Useful when polishing a worksheet for review or reporting and you need to run the HTML Email Table command from the Assist Pro toolbar.

Assist Pro + → Templates and Present → Other → More → Data Visualization Export → HTML Email Table

Quick Dashboard View

Runs the Quick Dashboard View command from the Assist Pro toolbar.

Best for: Useful when polishing a worksheet for review or reporting and you need to run the Quick Dashboard View command from the Assist Pro toolbar.

Assist Pro + → Templates and Present → Other → More → Data Visualization Export → Quick Dashboard View

Remove Unused Styles

Runs the Remove Unused Styles command from the Assist Pro toolbar.

Best for: Useful when polishing a worksheet for review or reporting and you need to run the Remove Unused Styles command from the Assist Pro toolbar.

Assist Pro + → Templates and Present → Other → More → Cleaning Consistency → Remove Unused Styles

Audit Hardcoded Numbers

Runs the Audit Hardcoded Numbers command from the Assist Pro toolbar.

Best for: Useful when polishing a worksheet for review or reporting and you need to run the Audit Hardcoded Numbers command from the Assist Pro toolbar.

Assist Pro + → Templates and Present → Other → More → Cleaning Consistency → Audit Hardcoded Numbers

Highlight Inconsistent Formulas

Runs the Highlight Inconsistent Formulas command from the Assist Pro toolbar.

Best for: Useful when polishing a worksheet for review or reporting and you need to run the Highlight Inconsistent Formulas command from the Assist Pro toolbar.

Assist Pro + → Templates and Present → Other → More → Cleaning Consistency → Highlight Inconsistent Formulas

Create Navigation Buttons

Runs the Create Navigation Buttons command from the Assist Pro toolbar.

Best for: Useful when polishing a worksheet for review or reporting and you need to run the Create Navigation Buttons command from the Assist Pro toolbar.

Assist Pro + → Templates and Present → Other → More → Navigation Flow → Create Navigation Buttons

Remove Navigation Buttons

Runs the Remove Navigation Buttons command from the Assist Pro toolbar.

Best for: Useful when polishing a worksheet for review or reporting and you need to run the Remove Navigation Buttons command from the Assist Pro toolbar.

Assist Pro + → Templates and Present → Other → More → Navigation Flow → Remove Navigation Buttons

Jump to Next Blank

Runs the Jump to Next Blank command from the Assist Pro toolbar.

Best for: Useful when polishing a worksheet for review or reporting and you need to run the Jump to Next Blank command from the Assist Pro toolbar.

Assist Pro + → Templates and Present → Other → More → Navigation Flow → Jump to Next Blank

Split Selection to New Sheets

Runs the Split Selection to New Sheets command from the Assist Pro toolbar.

Best for: Useful when polishing a worksheet for review or reporting and you need to run the Split Selection to New Sheets command from the Assist Pro toolbar.

Assist Pro + → Templates and Present → Other → More → Navigation Flow → Split Selection to New Sheets

Add Watermark

Runs the Add Watermark command from the Assist Pro toolbar.

Best for: Useful when polishing a worksheet for review or reporting and you need to run the Add Watermark command from the Assist Pro toolbar.

Assist Pro + → Templates and Present → Other → More → PolishLayout → Add Watermark

Insert Page Breaks

Inserts page breaks into the current workbook or worksheet.

Best for: Useful when polishing a worksheet for review or reporting and you need to insert page breaks into the current workbook or worksheet.

Assist Pro + → Templates and Present → Other → More → PolishLayout → Insert Page Breaks

Zebra Striping

Alternate row colors.

Best for: Useful when polishing a worksheet for review or reporting and you need to alternate row colors.

Assist Pro + → Templates and Present → Other → More → PolishLayout → Zebra Striping

Fit Print Area to Selection

Runs the Fit Print Area to Selection command from the Assist Pro toolbar.

Best for: Useful when polishing a worksheet for review or reporting and you need to run the Fit Print Area to Selection command from the Assist Pro toolbar.

Assist Pro + → Templates and Present → Other → More → PolishLayout → Fit Print Area to Selection

Quick Protect Sheet

Runs the Quick Protect Sheet command from the Assist Pro toolbar.

Best for: Useful when polishing a worksheet for review or reporting and you need to run the Quick Protect Sheet command from the Assist Pro toolbar.

Assist Pro + → Templates and Present → Other → More → Review Security → Quick Protect Sheet

Hide All Formulas

Hide All Formulas / NB! - Unprotect Sheet to undo.

Best for: Useful when polishing a worksheet for review or reporting and you need to hide All Formulas / NB! - Unprotect Sheet to undo.

Assist Pro + → Templates and Present → Other → More → Review Security → Hide All Formulas

Show All Comments

Runs the Show All Comments command from the Assist Pro toolbar.

Best for: Useful when polishing a worksheet for review or reporting and you need to run the Show All Comments command from the Assist Pro toolbar.

Assist Pro + → Templates and Present → Other → More → Review Security → Show All Comments

Insert Name/Date/Time

Inserts name/date/time into the current workbook or worksheet.

Best for: Useful when polishing a worksheet for review or reporting and you need to insert name/date/time into the current workbook or worksheet.

Assist Pro + → Templates and Present → Other → More → Quick Content Additions → Insert Name/Date/Time

Insert Company Logo

Inserts company logo into the current workbook or worksheet.

Best for: Useful when polishing a worksheet for review or reporting and you need to insert company logo into the current workbook or worksheet.

Assist Pro + → Templates and Present → Other → More → Quick Content Additions → Insert Company Logo

Update Templates

Allows user to update Templates files used.

Best for: Useful when preparing standard reports or audit workpapers and you need to allow user to update Templates files used.

Assist Pro + → Templates and Present → Manage Templates → Update Templates

Add Template

Save active sheet as template.

Best for: Useful when preparing standard reports or audit workpapers and you need to save active sheet as template.

Assist Pro + → Templates and Present → Manage Templates → Add New → Add Template

Add Group

Add new template group into folder structure.

Best for: Useful when preparing standard reports or audit workpapers and you need to add new template group into folder structure.

Assist Pro + → Templates and Present → Manage Templates → Add New → Add Group

Edit Template

Edits selected template file.

Best for: Useful when preparing standard reports or audit workpapers and you need to edit selected template file.

Assist Pro + → Templates and Present → Manage Templates → Edit → Edit Template

Rename Group

Renames template group folder.

Best for: Useful when preparing standard reports or audit workpapers and you need to renames template group folder.

Assist Pro + → Templates and Present → Manage Templates → Edit → Rename Group

Delete Template

Deletes selected template file.

Best for: Useful when preparing standard reports or audit workpapers and you need to delete selected template file.

Assist Pro + → Templates and Present → Manage Templates → Delete → Delete Template

Delete Group

Deletes selected template group.

Best for: Useful when preparing standard reports or audit workpapers and you need to delete selected template group.

Assist Pro + → Templates and Present → Manage Templates → Delete → Delete Group

Lease Amortization Schedule

Open the Lease Amortization Schedule wizard to lease schedule.

Best for: Calculating a lease payment, interest and liability schedule.

Assist Pro + → Resources → Finance Tools → Lease Amortization Schedule

Depreciation Wizard

Create a complete depreciation schedule for a single asset using straight-line, reducing balance or double-declining depreciation with automatic partial-period calculations.

Best for: Creating a depreciation calculation with partial-year treatment.

Assist Pro + → Resources → Finance Tools → Depreciation Wizard

Debit / Credit to Amount

Stand in the Credit column. Creates an Amount column using Debit minus Credit.

Best for: Preparing transaction amounts or debit/credit columns for financial review and reconciliation.

Assist Pro + → Resources → Finance Tools → Accounting Tools → Debit / Credit to Amount

Amount to Debit / Credit

Stand in the Amount column. Positive amounts become Debit and negative amounts become Credit.

Best for: Separating positive and negative accounting amounts into separate DR/CR fields.

Assist Pro + → Resources → Finance Tools → Accounting Tools → Amount to Debit / Credit

Running Balance

Stand in the Amount column. Creates a cumulative Running Balance column.

Best for: Preparing calculated financial or operational schedules from adjacent data columns.

Assist Pro + → Resources → Finance Tools → Accounting Tools → Running Balance

Difference

Stand in the current column. Calculates Current minus Previous using the column immediately to the left.

Best for: Comparing financial figures in adjacent periods or columns.

Assist Pro + → Resources → Finance Tools → Accounting Tools → Difference

% Movement

Stand in the current column. Compares it with the column immediately to the left.

Best for: Calculating changes between financial reporting periods.

Assist Pro + → Resources → Finance Tools → Accounting Tools → % Movement

Clean Amounts

Normalises imported accounting amounts and debit/credit conventions.

Best for: Removing currency characters and sign conventions from imported amounts.

Assist Pro + → Resources → Finance Tools → Accounting Tools → Clean Amounts

Flip Signs

Reverses positive and negative amounts in the active accounting column.

Best for: Correcting the debit/credit sign presentation of an imported amount column.

Assist Pro + → Resources → Finance Tools → Accounting Tools → Flip Signs

Zero / Blank Cleaner

Stand in a column. Convert blanks to zero or zeros to blank.

Best for: Preparing nil or missing amount columns for analysis.

Assist Pro + → Resources → Finance Tools → Accounting Tools → Zero / Blank Cleaner

Debit / Credit Check

Stand in the Credit column. Checks whether Debit and Credit are both populated or both empty.

Best for: Preparing transaction amounts or debit/credit columns for financial review and reconciliation.

Assist Pro + → Resources → Finance Tools → Accounting Tools → Debit / Credit Check

Accounting Format

Stand in a financial column. Applies accounting formatting with brackets for negatives and dashes for zero.

Best for: Preparing transaction amounts or debit/credit columns for financial review and reconciliation.

Assist Pro + → Resources → Finance Tools → Accounting Tools → Accounting Format

Date to Month

Stand in a Date column. Creates a Month column such as Jan 2026.

Best for: Building a Jan 2026-style month column from dates.

Assist Pro + → Resources → Finance Tools → Accounting Tools → Date to Month

Date to Financial Year

Stand in a Date column. Enter the financial year-end month and a Financial Year column is created.

Best for: Grouping accounting transactions according to a selected year-end.

Assist Pro + → Resources → Finance Tools → Accounting Tools → Date to Financial Year

Debit / Credit Classification

Stand in an Amount column. Positive values are classified as Debit, negative values as Credit and zero values as Zero.

Best for: Preparing transaction amounts or debit/credit columns for financial review and reconciliation.

Assist Pro + → Resources → Finance Tools → Accounting Tools → Debit / Credit Classification

Library

Displays saved library documents and support resources.

Best for: Useful when preparing financial reconciliations or calculations and you need to display saved library documents and support resources.

Assist Pro + → Resources → Library

IRP5 Codes Search

Smart search for IRP5 Codes per SARS Guides.

Best for: Looking up a payroll IRP5 code while checking certificates.

Assist Pro + → Resources → SARS Guides → IRP5 Codes Search

Wear and Tear Search

Smart search for IRP5 Codes per SARS Guides.

Best for: Checking applicable depreciation or wear-and-tear guidance.

Assist Pro + → Resources → SARS Guides → Wear and Tear Search

SARS Website

Quick navigation to SARS Website.

Best for: Useful when preparing financial reconciliations or calculations and you need to quick navigation to SARS Website.

Assist Pro + → Resources → SARS Guides → SARS Website

Refresh Toolbar

Refreshes Ribbon state and menus after settings or licensing changes.

Best for: Useful when configuring and maintaining the Assist Pro toolbar and you need to refreshes Ribbon state and menus after settings or licensing changes.

Assist Pro + → Settings → Refresh Toolbar

Change Office Username

Opens a popup to change the username Excel uses when creating or modifying documents.

Best for: Useful when configuring and maintaining the Assist Pro toolbar and you need to open a popup to change the username Excel uses when creating or modifying documents.

Assist Pro + → Settings → Signature Options → Change Office Username

Signature Preference

Choose how 'Prepared by' and 'Reviewed by' names appear: full name, initials, or username.

Best for: Useful when configuring and maintaining the Assist Pro toolbar and you need to choose how 'Prepared by' and 'Reviewed by' names appear: full name, initials, or username.

Assist Pro + → Settings → Signature Options → Signature Preference

Activation

Shows the current activation and licence-related menu.

Best for: Checking and managing the existing Assist Pro + licence.

Assist Pro + → Settings → Activation

Version

Displays the Assist Pro release/version information.

Best for: Useful when configuring and maintaining the Assist Pro toolbar and you need to display the Assist Pro release/version information.

Assist Pro + → Settings → Version

Email Us

Send us an email now.

Best for: Useful when configuring and maintaining the Assist Pro toolbar and you need to send us an email now.

Assist Pro + → Settings → Help → Support → Email Us

Contact Us Online

Go to our website's contact page.

Best for: Useful when configuring and maintaining the Assist Pro toolbar and you need to go to our website's contact page.

Assist Pro + → Settings → Help → Support → Contact Us Online

About

Learn more about this tool and its features.

Best for: Useful when configuring and maintaining the Assist Pro toolbar and you need to learn more about this tool and its features.

Assist Pro + → Settings → Help → About

User Guide

Open user documentation.

Best for: Opening help while using audit and data-cleaning tools.

Assist Pro + → Settings → Help → User Guide

Tip

View today's Assist Pro Tip of the Day or yesterday's Tip.

Best for: Useful when configuring and maintaining the Assist Pro toolbar and you need to view today's Assist Pro Tip of the Day or yesterday's Tip.

Assist Pro + → Settings → Tip

Tickmark Edit

Customize tickmark images.

Best for: Useful when configuring and maintaining the Assist Pro toolbar and you need to customize tickmark images.

Assist Pro + → Settings → Tickmark Edit

Tickmark Position

Set default tickmark placement.

Best for: Useful when configuring and maintaining the Assist Pro toolbar and you need to set default tickmark placement.

Assist Pro + → Settings → Tickmark Position

Tickmark Type

Choose how tickmarks are inserted.

Best for: Useful when configuring and maintaining the Assist Pro toolbar and you need to choose how tickmarks are inserted.

Assist Pro + → Settings → Tickmark Type

Create Macro

Opens Macro Wizard to generate a VBA macro from a written instruction.

Best for: Generating a repeatable macro from a written instruction.

Assist Pro → Macro Wizard → Create Macro

Last Macro Detail

Displays information about the last generated macro.

Best for: Useful when automating a repeated workflow and you need to display information about the last generated macro.

Assist Pro → Macro Wizard → Last Macro Detail

Edit Last Macro

Edit the wording and logic of an existing macro.

Best for: Useful when automating a repeated workflow and you need to edit the wording and logic of an existing macro.

Assist Pro → Macro Wizard → Edit Last Macro

Run Last Macro

Run the most recently used macro.

Best for: Useful when automating a repeated workflow and you need to run the most recently used macro.

Assist Pro → Macro Wizard → Run Last Macro

Save Last Macro

Save the last generated macro and choose a save slot (1–5).

Best for: Useful when automating a repeated workflow and you need to save the last generated macro and choose a save slot (1–5).

Assist Pro → Macro Wizard → Save Last Macro

Teach Assist Pro

Starts the Teach Assist Pro workflow to record a process.

Best for: Recording a manual Excel process for macro generation.

Assist Pro → Macro Wizard → Teach Assist Pro

Finish and Convert

Converts a recorded procedure into a reusable macro.

Best for: Converting recorded steps into a reusable macro.

Assist Pro → Macro Wizard → Finish and Convert

Auto Backup

Turns safety backups on or off for Macro Wizard operations.

Best for: Keeping a safety copy before a newly created macro changes a workbook.

Assist Pro → Macro Wizard → Auto Backup

Saved Macros

Lists previously saved custom macros.

Best for: Launching a frequently used custom macro.

Assist Pro → Macro Wizard → Saved Macros

Formula Assistant

Describe your formula requirement and generate an Excel formula with a detailed explanation.

Best for: Building an Excel formula when you know the required logic.

Assist Pro → AP Assistants → Formula Assistant

AI Assistant

Open the Assist Pro AI Assistant to ask questions, generate content, analyze data, create formulas, and access AI-powered tools.

Best for: Asking for help with spreadsheet text, data or formulas.

Assist Pro → AP Assistants → AI Assistant

Translate to English

Translate the selected text to English.

Best for: Preparing clearer written content from rough notes in reports, emails or working papers.

Assist Pro → Text Pro Tools → Translate to English

Formalize Text

Rewrite the selected text to be professional and natural.

Best for: Preparing clearer written content from rough notes in reports, emails or working papers.

Assist Pro → Text Pro Tools → Formalize Text

Rewrite

Rewrite the selected text while preserving its original meaning.

Best for: Preparing clearer written content from rough notes in reports, emails or working papers.

Assist Pro → Most Used → Rewrite

Grammar

Correct grammar, spelling and punctuation without changing the meaning.

Best for: Preparing clearer written content from rough notes in reports, emails or working papers.

Assist Pro → Most Used → Grammar

Summarize

Create a concise summary of the selected text.

Best for: Preparing clearer written content from rough notes in reports, emails or working papers.

Assist Pro → Most Used → Summarize

Email

Rewrite the selected text into a professional business email.

Best for: Preparing clearer written content from rough notes in reports, emails or working papers.

Assist Pro → Most Used → Email

Cell to Formula

Generate an Excel formula from your requirement.

Best for: Preparing clearer written content from rough notes in reports, emails or working papers.

Assist Pro → Most Used → Cell to Formula

Expand

Expand the selected text by adding more detail while keeping the original meaning.

Best for: Preparing clearer written content from rough notes in reports, emails or working papers.

Assist Pro → Most Used → Expand

Simplify

Rewrite the selected text using simpler language that is easy to understand.

Best for: Preparing clearer written content from rough notes in reports, emails or working papers.

Assist Pro → AI Tools → Writing → Simplify

Shorten

Condense the selected text while preserving the key message.

Best for: Preparing clearer written content from rough notes in reports, emails or working papers.

Assist Pro → AI Tools → Writing → Shorten

Proofread

Proofread the selected text and correct grammar, spelling and punctuation.

Best for: Preparing clearer written content from rough notes in reports, emails or working papers.

Assist Pro → AI Tools → Grammar & Style → Proofread

Professional

Rewrite the selected text using a polished professional business tone.

Best for: Preparing clearer written content from rough notes in reports, emails or working papers.

Assist Pro → AI Tools → Grammar & Style → Professional

Friendly

Rewrite the selected text using a warm and friendly conversational tone.

Best for: Preparing clearer written content from rough notes in reports, emails or working papers.

Assist Pro → AI Tools → Grammar & Style → Friendly

Bullet List

Convert the selected text into a clear and concise bullet list.

Best for: Preparing clearer written content from rough notes in reports, emails or working papers.

Assist Pro → AI Tools → Documents → Bullet List

Paragraph

Convert notes or bullet points into a well-written paragraph.

Best for: Preparing clearer written content from rough notes in reports, emails or working papers.

Assist Pro → AI Tools → Documents → Paragraph

Executive

Generate a concise executive summary of the selected content.

Best for: Preparing clearer written content from rough notes in reports, emails or working papers.

Assist Pro → AI Tools → Documents → Executive

Minutes

Convert meeting notes into professional meeting minutes.

Best for: Preparing clearer written content from rough notes in reports, emails or working papers.

Assist Pro → AI Tools → Documents → Minutes

Actions

Extract only the action items from the selected text.

Best for: Preparing clearer written content from rough notes in reports, emails or working papers.

Assist Pro → AI Tools → Documents → Actions

Email Draft

Convert notes into a professional business email.

Best for: Preparing clearer written content from rough notes in reports, emails or working papers.

Assist Pro → AI Tools → Business → Email Draft

Professional Email

Rewrite the selected text into a polished professional email.

Assist Pro → AI Tools → Business → Professional Email

Letter

Rewrite the selected text as a formal business letter.

Best for: Preparing clearer written content from rough notes in reports, emails or working papers.

Assist Pro → AI Tools → Business → Letter

Proposal

Rewrite the selected text into a professional business proposal.

Best for: Preparing clearer written content from rough notes in reports, emails or working papers.

Assist Pro → AI Tools → Business → Proposal

Memo

Rewrite the selected text into a professional business memo.

Best for: Preparing clearer written content from rough notes in reports, emails or working papers.

Assist Pro → AI Tools → Business → Memo

Audit Finding

Create a professional audit finding including the condition, criteria, cause, effect and recommendation.

Best for: Drafting initial audit documentation from evidence or review notes for professional checking.

Assist Pro → AI Tools → Audit AI → Audit Finding

Audit Procedure

Generate professional audit procedures based on the selected information.

Best for: Drafting initial audit documentation from evidence or review notes for professional checking.

Assist Pro → AI Tools → Audit AI → Audit Procedure

Risk Assessment

Assess the selected risks using a professional audit approach.

Best for: Drafting initial audit documentation from evidence or review notes for professional checking.

Assist Pro → AI Tools → Audit AI → Risk Assessment

Control Weakness

Describe the selected issue as a clearly defined internal control weakness.

Best for: Drafting initial audit documentation from evidence or review notes for professional checking.

Assist Pro → AI Tools → Audit AI → Control Weakness

Management Letter

Draft a professional management letter paragraph based on the selected findings.

Best for: Drafting initial audit documentation from evidence or review notes for professional checking.

Assist Pro → AI Tools → Audit AI → Management Letter

Working Paper

Rewrite the selected text as professional audit working paper documentation.

Best for: Drafting initial audit documentation from evidence or review notes for professional checking.

Assist Pro → AI Tools → Audit AI → Working Paper

Journal Description

Create a concise and meaningful journal entry description.

Best for: Drafting initial audit documentation from evidence or review notes for professional checking.

Assist Pro → AI Tools → Audit AI → Journal Description

Variance Analysis

Analyse variances and suggest possible explanations.

Best for: Drafting initial audit documentation from evidence or review notes for professional checking.

Assist Pro → AI Tools → Audit AI → Variance Analysis

Financial Summary

Summarize financial information into a concise management summary.

Best for: Drafting initial audit documentation from evidence or review notes for professional checking.

Assist Pro → AI Tools → Audit AI → Financial Summary

Recommendations

Generate practical and professional recommendations based on the selected information.

Best for: Drafting initial audit documentation from evidence or review notes for professional checking.

Assist Pro → AI Tools → Audit AI → Recommendations

Explain Formula

Explain what the selected Excel formula does in simple language.

Best for: Reviewing or correcting difficult spreadsheet formulas without manually tracing every step.

Assist Pro → AI Tools → Excel AI → Explain Formula

Fix Formula

Correct errors in the selected Excel formula.

Best for: Reviewing or correcting difficult spreadsheet formulas without manually tracing every step.

Assist Pro → AI Tools → Excel AI → Fix Formula

Optimize Formula

Improve the selected Excel formula to make it simpler, faster or easier to read.

Best for: Reviewing or correcting difficult spreadsheet formulas without manually tracing every step.

Assist Pro → AI Tools → Excel AI → Optimize Formula

Convert Formula

Convert the selected Excel formula to use alternative functions while producing the same result.

Best for: Reviewing or correcting difficult spreadsheet formulas without manually tracing every step.

Assist Pro → AI Tools → Excel AI → Convert Formula

Tools Vault

Lists user-managed tools in the Tools Vault.

Best for: Running a stored reusable tool outside the main Ribbon collection.

Assist Pro → Tools Library → Tools Vault

Manage Tools Vault

Add, remove or organize your tools vault.

Best for: Organising a personal collection of reusable tools.

Assist Pro → Tools Library → Manage Tools Vault

Refresh Toolbar

Refreshes Ribbon state and menus after settings or licensing changes.

Best for: Useful when configuring and maintaining the Assist Pro toolbar and you need to refreshes Ribbon state and menus after settings or licensing changes.

Assist Pro → Settings → Refresh Toolbar

Manage Saved Macros

Allows user to update, remove and manage macros.

Best for: Useful when configuring and maintaining the Assist Pro toolbar and you need to allow user to update, remove and manage macros.

Assist Pro → Settings → Manage Saved Macros

Activation

Shows activation options on the Assist Pro tab.

Best for: Managing activation for the standard Assist Pro toolbar.

Assist Pro → Settings → Activation

Version

Displays the Assist Pro release/version information.

Best for: Useful when configuring and maintaining the Assist Pro toolbar and you need to display the Assist Pro release/version information.

Assist Pro → Settings → Version

Email Us

Send us an email now.

Best for: Useful when configuring and maintaining the Assist Pro toolbar and you need to send us an email now.

Assist Pro → Settings → Help → Support → Email Us

Contact Us Online

Go to our website's contact page.

Best for: Useful when configuring and maintaining the Assist Pro toolbar and you need to go to our website's contact page.

Assist Pro → Settings → Help → Support → Contact Us Online

About

Learn more about this tool and its features.

Best for: Useful when configuring and maintaining the Assist Pro toolbar and you need to learn more about this tool and its features.

Assist Pro → Settings → Help → About

User Guide

Open user documentation.

Best for: Checking guidance for Assist Pro macros or AI tools.

Assist Pro → Settings → Help → User Guide

Tip

View today's Assist Pro Tip of the Day or yesterday's Tip.

Best for: Useful when configuring and maintaining the Assist Pro toolbar and you need to view today's Assist Pro Tip of the Day or yesterday's Tip.

Assist Pro → Settings → Tip

Format Presets F1–F6

Applies one of six saved cell formatting presets.

Best for: Applying the same approved font, number and cell styles across several reports.

Assist Pro+ → Find / Quick Access → Format Presets

Colored tickmarks (green, blue, red)

Places standard green, blue or red audit tickmark graphics.

Best for: Marking completed audit procedures directly on a working paper.

Assist Pro+ → Tickmarks

Custom / preset tickmark gallery

Inserts a chosen custom or preset audit tickmark.

Best for: Applying a standard set of firm-specific audit tickmarks.

Assist Pro+ → Preset Tickmarks