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Set up shared bililng spread sheet
I work in an office and have been given the task of setting up a shared,
daily, billing worksheet on our network. We have 10 employees that have their own clients but can sometimes share clients. We have to account for any time spent with each client. We would like to share and be able to see each others time so we don't have two employees to accidently bill the same client for the same day. I would like this spread sheet to be able to subtotal as we go and then give a summary report at the end of the month and end of our fiscal year. This report must fit into our existing report format. We also need to be able to add clients as needed. Each employee would need to know at any given time how many hours they have billed clients for the week. We have Excel 2007. please ask me any questions you have. It is difficult to explain. I am a barely above beginning user. |
Set up shared bililng spread sheet
This is a database application! It could easily be dome in Access. Summary
reports at the end of the month and end of fiscal year could easily be dome in Access. If the reports must fit into an existing report format in Excel. Access seamlessly integrates with Excel and could export the summary data into Excel Reports. "aredlander" wrote in message ... I work in an office and have been given the task of setting up a shared, daily, billing worksheet on our network. We have 10 employees that have their own clients but can sometimes share clients. We have to account for any time spent with each client. We would like to share and be able to see each others time so we don't have two employees to accidently bill the same client for the same day. I would like this spread sheet to be able to subtotal as we go and then give a summary report at the end of the month and end of our fiscal year. This report must fit into our existing report format. We also need to be able to add clients as needed. Each employee would need to know at any given time how many hours they have billed clients for the week. We have Excel 2007. please ask me any questions you have. It is difficult to explain. I am a barely above beginning user. |
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