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The Complete Excel Course with AI Integration

Excel course for credit controllers

For credit controllers and accounts receivable teams who age the ledger, chase what is overdue and match what comes in, all in Excel. This page picks out the parts of The Complete Excel Course with AI Integration that receivables work uses: formulas for ageing and credit limits, lookups for matching receipts, FILTER and SORTBY for the day's chasing list, PivotTables by customer and region, and a tracker for promises to pay and disputes.

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Taught by Sagnik Bhattacharya and Virginia Thorn

The Complete Excel Course with AI Integration: Sagnik Bhattacharya and Virginia Thorn

What you will be able to do

At work, you will be able to:

  • Build an aged debt report that puts each invoice into current, 30, 60 or 90-plus days with TODAY and IFS, and totals each bucket by customer with SUMIFS.
  • Make each day's chasing list with FILTER and SORTBY, largest and oldest balances first.
  • Match receipts and remittances to open invoices with XLOOKUP or INDEX and MATCH, and mark the unmatched ones with IFERROR.
  • Flag customers who are over their credit limit, or over it and overdue as well, with IF, AND and OR.
  • Track promises to pay and disputes with drop-down statuses, follow-up dates and highlights for anything overdue.
  • Report overdue balances by customer and region with PivotTables, slicers and a PivotChart.

Projects

What you will build.

The course has 14 projects. These four matter most here.

  • XLOOKUP formula in Excel (PeopleInsight): each employee row looks up its location from another sheet.

    Project 06

    PeopleInsight HR workbook

    Employee data joined across sheets with one formula.

    A payment found against its invoice in another sheet, and a clear flag when a remittance names an invoice that is not on the ledger.

  • Excel PivotTables and a PivotChart of sales data (SalesPlusPerformance): net sales by product category as a column chart, with State, Region and City filters.

    Project 05

    SalesPlusPerformance

    A sales question answered in seconds, straight from the order data.

    Overdue balances by customer and region in a few clicks, with slicers for one collector's accounts and Refresh when the ledger is updated.

  • Task tracker in Excel (TaskFlow): start and due dates, status, priority and a progress bar for each task, with working days left, days past due and unfinished high-priority tasks highlighted.

    Project 07

    TaskFlow

    One sheet that shows what is done, what is late and what is urgent.

    A task tracker by design, it doubles as a follow-up log for promises to pay and disputes: a status from a drop-down list, the next contact date counted down in working days, and overdue items in colour.

  • Project 03

    Sales Goal Tracker

    Nested IF, IFS and SUMIFS on sales targets; in credit control the same functions sort each invoice into an ageing bucket and total what each customer owes past its due date.

Lessons

The lessons that matter, in course order.

The Complete Excel Course with AI Integration has 186 lessons. This page picks out 44 of them, 3 h 33 min of video. Each lesson keeps its number in the course.

Where to start

Lesson 28 Logical functions in Excel

Begin at Lesson 28 if you can already enter data and total a column: ageing starts with IF. New to Excel? Begin at Lesson 1. If IF and SUMIFS are familiar, go to Lesson 67 for matching and the chasing list, or to Lesson 79 for the follow-up tracker.

44 of 186 lessons · 3 h 33 min

04 Essential formulas and functions (IF, SUMIF and more) 13 lessons · 1 h 17 min Ageing and limits as formulas: nested IF and IFS for ageing buckets, AND and OR for over-limit and overdue at once, SUMIF and SUMIFS for what each customer owes, COUNTIFS for how many invoices are late, and TODAY with date arithmetic for days overdue.
  1. 28 Start here Logical functions in Excel TRUE and FALSE comparisons for beginners 5 min
  2. 29 The IF function in Excel Pass or fail results with a single condition 3 min
  3. 30 IF function practice in Excel Categorise sales data with IF formulas 6 min
  4. 31 Nested IF and IFS in Excel Customer value tiers with nested IF 6 min
  5. 32 Nested IF and IFS in Excel Sales performance labels with the IFS function 5 min
  6. 33 AND and OR with IF in Excel Flag high-value deals with multiple conditions 8 min
  7. 34 SUM, COUNT and COUNTA in Excel SUM with FILTER and counting numbers with COUNT 7 min
  8. 35 SUM, COUNT and COUNTA in Excel COUNTA, unique counts and completeness checks 4 min
  9. 36 SUMIF and COUNTIF in Excel Conditional sum and count with one criterion 8 min
  10. 37 SUMIFS and COUNTIFS in Excel Sum and count with multiple criteria 7 min
  11. 38 The Excel function library Insert Function dialog and Formula AutoComplete 5 min
  12. 39 Date and time functions in Excel TODAY, NOW, MONTH and date arithmetic 6 min
  13. 40 Excel Ninja Challenge COUNTIF, SUMIF, IF, COUNTIFS, SUMIFS and IFS practice 8 min
07 PivotTables and PivotCharts: data analysis made easy 10 lessons · 33 min PivotTables, slicers and PivotCharts for the debtors ledger by customer, region or month, refreshed when new invoices and receipts arrive. The lessons use sales orders.
  1. 57 PivotTables 101 in Excel What a PivotTable does and the sales dataset 5 min
  2. 58 Preparing data for PivotTables Clean data with TRIM, PROPER, find and replace 5 min
  3. 59 Create your first PivotTable in Excel Insert a PivotTable from a sales table 1 min
  4. 60 PivotTable fields in Excel Rows, values, columns and Value Field Settings 2 min
  5. 61 PivotTable summaries in Excel Sales by product category and grouping by date 4 min
  6. 62 Slicers in Excel Filter PivotTables with clickable buttons 3 min
  7. 63 PivotCharts in Excel Create interactive charts from a PivotTable 5 min
  8. 64 PivotTable design Tab Report layouts, PivotTable styles and number formats 5 min
  9. 65 Refresh a PivotTable in Excel Update pivots when source data changes 2 min
  10. 66 Excel Ninja Challenge PivotTable sales by region, category and monthly trend 1 min
08 Advanced Excel functions: lookups, text and arrays 12 lessons · 54 min Lookups that match a receipt to its invoice (VLOOKUP, XLOOKUP, INDEX and MATCH, IFERROR), LEFT, RIGHT and MID for a reference that sits at a fixed place in remittance text, NETWORKDAYS for working days, and FILTER, SORT and SORTBY for the daily chasing list.
  1. 67 Lookup functions in Excel The PeopleInsight HR dataset and why lookups matter 2 min
  2. 68 VLOOKUP in Excel Find employee data across sheets with exact match 4 min
  3. 69 XLOOKUP in Excel Exact match, if not found and two-way lookup 6 min
  4. 70 IFERROR in Excel Handle lookup errors in VLOOKUP and XLOOKUP formulas 3 min
  5. 71 INDEX and MATCH in Excel A flexible alternative to VLOOKUP 6 min
  6. 72 CONCAT and TEXTJOIN in Excel Combine employee names and text with a delimiter 3 min
  7. 73 LEFT, RIGHT and MID in Excel Extract parts of a text code like DAL-SAL-0001 7 min
  8. 74 TODAY, EOMONTH and NETWORKDAYS in Excel Date calculations for HR data 5 min
  9. 75 UNIQUE function in Excel Extract a distinct list with dynamic arrays 6 min
  10. 76 FILTER function in Excel Dynamic array filtering with AND and OR criteria 5 min
  11. 77 SORT and SORTBY in Excel Sort data dynamically with formulas 4 min
  12. 78 Excel Ninja Challenge XLOOKUP, totals and text concatenation lookup challenge 3 min
09 Project: task automation with data validation and forms 9 lessons · 49 min TaskFlow as a follow-up log: status and priority drop-down lists, highlights for overdue items, data bars and icon sets, days left to each follow-up with NETWORKDAYS and TODAY, and a protected sheet the whole team can use.
  1. 79 TaskFlow project tracker in Excel Overview of the task tracker dashboard 4 min
  2. 80 Designing a task tracker in Excel TaskFlow layout, columns and headers 5 min
  3. 81 Data validation in Excel Status and priority drop-down lists in TaskFlow 8 min
  4. 82 Conditional formatting in Excel Highlight overdue and completed tasks 8 min
  5. 83 Gantt chart in Excel Build a project timeline with conditional formatting 6 min
  6. 84 Data bars and icon sets in Excel Visual priority and progress in TaskFlow 6 min
  7. 85 NETWORKDAYS and TODAY in Excel Days remaining and task deadlines in TaskFlow 5 min
  8. 86 Protect a sheet and lock cells in Excel Secure the TaskFlow tracker workbook 4 min
  9. 87 Testing an Excel task tracker Stress test TaskFlow with sample data 3 min

Instructors

Who teaches it.

Virginia Thorn smiling at the camera, dark hair tied back, wearing a navy top.

Instructor, Excel with AI

Virginia Thorn

Emmy Award winner. Teaches Excel with AI at Coding Liquids.

Questions

Asked before starting.

Is there an Excel course for credit controllers?

Yes. The Complete Excel Course with AI Integration from Coding Liquids teaches the Excel that credit control runs on: ageing buckets with TODAY and IFS, SUMIFS totals by customer, a chasing list sorted with FILTER and SORTBY, lookups that match receipts to invoices, PivotTables by customer and region, and a tracker for promises to pay. The 44 lessons here come to 3 hours 33 minutes of the course's 16 hours.

Can I build an aged debt report in Excel with it?

Yes, from parts The Complete Excel Course with AI Integration teaches: TODAY minus the due date gives the days overdue, nested IF or IFS turns that into a bucket such as current, 30, 60 or 90-plus, SUMIFS totals each bucket by customer, and a PivotTable lays the report out. The lessons apply these to sales data; no lesson builds an aged debt report itself.

Does it teach credit scoring or debt collection?

No. The Complete Excel Course with AI Integration teaches Excel, not credit management: credit scoring models, debt collection law and receivables software are not covered, and no lesson works out days sales outstanding. It covers the Excel side of the ledger: ageing, matching receipts, chasing lists and reports by customer.

How do I keep track of promises to pay and disputes?

Keep them as rows in a follow-up log built the way The Complete Excel Course with AI Integration builds TaskFlow: the customer, the amount promised and the date it is due, a status picked from a short list such as promised, disputed or paid, and a count of the working days until the next call. Conditional formatting marks a broken promise in colour. The course builds the tracker for tasks, not for debts.

Excel with AI

See the whole course.

The Complete Excel Course with AI Integration: 16 hours of video in 186 lessons, built around 14 projects, with lifetime access, a Certificate of Completion and a 14-day money-back guarantee.

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