This has come via this post at Mr Excel. and a response provided by Ron Coderre.
Assuming the fiscal year starts in April, the formula below will give you the fiscal month.
The value of ‘9’ is derived by the months remaining in the year that are the new financial year. In this case there are 9 months left in the year that are the new financial year (April, May, June, July, August, September, October, November, December)
A few months ago I started using a tickler file like system in outlook. My inbox got removed from sight and I moved e-mails from there to a ‘working folder’ a couple of times a day.
This worked well, but there was a lot of moving e-mails about. This was annoying as there is enough metadata in outlook to enable this automatically, so after working with the system I spent some time and implemented using Outlook’s powerful (but under documented) search folders.
My e-mail folders now look like that, with my work flow bring as follows.
E-mail gets moved into the ‘unprocessed e-mail’ folder a couple of times each day. From there the e-mails are processed (GTD based – email actioned if it will take 2 minutes or less). If the e-mail will take longer a due date is set which will then have it appearing in specific folders.
Each morning e-mail due from yesterday gets a quick review and either marked as completed or has the due date altered, which may not necessarily be today.
So far this system is working well – it keeps my inbox clear and means I know exactly what is outstanding.