Cash, bank and daily spending
Use Wallets and Expenses for balances, receiving, spending and internal transfers.
Excel migration & custom setup
Move from spreadsheet-led finance to a workspace configured around the way you actually work
Map existing Excel routines into the relevant Triplem VIP modules, carry forward verified opening positions, configure reusable records and continue new activity from a controlled date without forcing every business into the same setup.
Excel transition Manual setup Opening balances Modular workspace
Migration principle
Move the workflow, not the spreadsheet clutter.
Triplem VIP is modular. A user does not need to reproduce every worksheet, color, formula or unused column. The useful goal is to map each real business process into the module designed to maintain it.
Manual and deliberate
Triplem VIP does not claim a universal one-click importer for every possible Excel workbook. Users can manually configure a workspace around the records and routines they actually use, then carry forward verified opening positions and continue new activity from a controlled transition date.
Map Excel sheets to Triplem VIP modules
A spreadsheet-led setup can be decomposed into clearer operational records.
The exact mapping depends on the business. The examples below show how common spreadsheet responsibilities can be represented without forcing every user into the same configuration.
Stock and sales sheets
Use Inventory for catalogue structure, customers, stock and sale documents.
Insurance workbooks
Use Insurance for providers, policy types, sales, policy numbers, My Commission, cancellations, referrals and documents.
Loan schedules
Use Loans for amounts given or taken, repayments and settlement history.
Fixed-asset sheets
Use Assets and depreciation tools for owned assets, costs, income, book value and reports.
Installment trackers
Use Bought and Sold Installment Plans for scheduled payables and receivables.
Follow-up sheets
Use Notes and reminders for operational context and scheduled actions.
Formal accounting workbooks
Use Accounting ERP for Chart of Accounts, opening journals, double-entry posting, receivables, payables, reconciliation, VAT and financial statements.
Opening positions
Bring forward what is still economically relevant.
Historical spreadsheets often contain years of rows that do not need to be recreated one by one. Opening positions let the new workspace start from a reconciled point while old source files remain available as historical evidence.
Accounting opening journal
Use a balanced opening journal for formal ledger assets, liabilities, equity and relevant control balances.
Insurance commission opening balance
Record commission already owed by an Insurance Company before Triplem VIP, with company, date and explanatory note.
Current stock
Establish the inventory position that should be available when the new workflow begins.
Outstanding obligations
Carry forward relevant loan, installment, customer or supplier balances using the module designed for that obligation.
Customize the workspace manually
Different users can build different Triplem VIP setups without changing the core application.
A personal user, retailer, insurer, service business or mixed operation can keep only the modules and master data relevant to its own process.
Module access
Main Admin and team permissions can control which modules each user may access.
Business-specific structures
Create the categories, products, accounts, insurance providers, policies, customers and referrers actually used by the operation.
Regional currency
Use the workspace currency system and supported regional symbol formatting rather than hardcoding spreadsheet symbols.
Themes and layouts
Use the existing responsive themes and desktop/mobile workspace instead of maintaining separate spreadsheet presentation rules.
Repeatable documents
Generate standardized invoices, receipts, reports and other supported PDFs from maintained records.
Web and Windows access
Use the live browser workspace or the Triplem VIP Windows desktop app while keeping the same underlying online data.
Migration sequence
A controlled sequence makes spreadsheet migration easier to verify.
Use representative totals and transactions to confirm each stage before the new workspace becomes the primary source for ongoing work.
01List current sheetsIdentify what each spreadsheet is really tracking.
02Choose modulesMap each workflow to the relevant Triplem VIP section.
03Define mastersCreate reusable customers, products, accounts, companies, policies or other records.
04Enter opening positionsCarry forward verified balances and outstanding items.
05Test representative workRecord sample transactions and compare the result with your current process.
06Go live from a dateKeep future records in Triplem VIP while retaining old spreadsheets as historical source material.
Global currency support
International finance for supported currencies and regional workflows.
Triplem VIP currently supports AED, SAR, PKR, USD, EUR, INR and BTC where applicable, while regional subscription presentation can use a supported local billing currency.
Central currency formatting
Supported modules use the workspace currency configuration and dedicated symbol-font rules instead of hardcoding one dollar symbol.
Regional context
Users can operate the finance workspace internationally while tax, statutory and reporting obligations remain jurisdiction-specific.
Documents and reports
Where supported, invoices, receipts and reports follow the same configured currency presentation as the underlying workspace records.