Where it has been tested

Every environment is marked "tested" or "not yet tested", with the version and date. "Not yet tested" means exactly that: it may work, but we haven't confirmed it. "Probably works" is never listed as compatible.

Client Profitability Tracker, version 1.1.0-rc1

The files for version 1.x use the original name, Client Fees & Delivery Tracker.

Excel 365, Windows desktop: tested. 18 of 18 acceptance checks passed on Sep 13, 2026, in Microsoft 365 Apps for Windows (Excel 16.0). The exact Excel build for that run was not recorded; the same test machine reported Microsoft 365 Apps for Windows, Version/Build 16.0.20326.20158 on Sep 30, 2026. The checks covered recalculation, formula error scans, table growth to 251 rows, the automatic client list with 31 clients, and missing, duplicate and wrong-month exchange rates. The worked-example print layout was reviewed on Sep 20, 2026 at A3 landscape. This is the environment to use.

Excel 365, Mac desktop: not yet tested. Excel 365 for Mac has the same functions the workbook uses, but we haven't run the checks there. Planned for a future release.

Excel for the web: not yet tested. The workbook has no macros, so nothing is blocked from running. Results are not yet confirmed.

Excel mobile (iOS and Android): not yet tested. Not recommended for data entry. Use it to view a saved file at most.

Google Sheets, native edition: in progress. A native Google Sheets edition is being built and will be tested to the same standard before release. It is included free for every buyer of the Client Profitability Tracker when it ships.

Google Sheets, importing the .xlsx file: not yet tested. Use an imported copy only to look around, not to report from. See the import notes below.

LibreOffice Calc: not yet tested.

Apple Numbers: not yet tested.

Older desktop versions of Excel

The Summary client list uses the UNIQUE, FILTER and SORT functions. Excel 2019 and earlier don't have these functions, so the client list won't work there. Excel 2021 and Excel 2024 have them, but neither has been tested.

If you import the file into another app

Opening an .xlsx file in Google Sheets, LibreOffice or Numbers converts it. The conversion can change things you won't notice straight away:

• The Work log is an Excel table. Another app may turn it into a plain range, so new rows no longer pick up the formulas and checks.
• The Summary client list is a single formula that spills down the sheet. It may not convert, or may show an error.
• Dropdown lists and cell rules may be dropped, so wrong entries are no longer blocked.
• Dates may be read differently depending on the app's locale settings.

If you try another app anyway:

1. Keep the original download untouched and convert a copy.
2. Open the worked-example file in both Excel and the other app and compare the Summary for the same month.
3. Check the row status column and the count of rows needing review.

Don't rely on a converted copy for decisions until you have checked it line by line.

What "tested" means

"Tested" means a named release passed a written set of checks in a named environment, and we recorded the version and the date. From version 2.0.0, the app's build number is recorded with every result.

• Version 1.1.0-rc1 was tested against its own 18 acceptance cases, listed above. It was released before the current Testing Standard was adopted.
• From version 2.0.0, every release follows the Testing Standard. Excel 365 on Windows and Google Sheets each run 42 checks; Excel 365 on Mac and Excel for the web each run 38. A platform with any failed required check is not marked "tested", and a partial pass is never rounded up.

From version 2.0.0, each environment gets one of four statuses:

• Tested: every required check passed. The count, build and date are shown.
• Tested with notes: every required check passed, with a documented difference, such as how a print layout looks.
• Not yet tested: we haven't run the checks there.
• Not supported: the environment isn't meant for this use. From version 2.0.0, this covers data entry in Excel mobile and the Google Sheets mobile apps, and importing the .xlsx into Google Sheets, because the native Sheets edition replaces it.

Each new result is also recorded in the changelog as one line: environment, status, checks passed, workbook version, build and date.

Where to find your build number

Support is faster when you tell us exactly what you are using.

• Excel for Windows: File > Account > About Excel. The first line shows the version and build, for example "Version 2509 (Build 19231.20000)".
• Excel for Mac: Excel > About Excel.
• Excel for the web and Google Sheets: there is no build number. Tell us the browser name and version (browser menu > About) and the date.

Questions about your setup? Contact support. We reply within 1 business day.