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497494 Excel workbook: Project tracking & invoicing for freelancer

Hi there,

I'm a freelance translator and need a simple but good job tracking tool. I also need to invoice straight from the job tracking spreadsheet.

Things I need:

- track jobs that come in

- choose job type from drop-down menu

- choose client from drop-down menu

- choose contact person from drop-down menu dependent on client menu

- see when job is due (ideally able to show this on a calendar somehow!)

- conditional formatting showing me when jobs are due soon or overdue

- create invoice from job data + client data (name, address) - possibly using list boxes or combo boxes?

- list date + amount paid for invoice

- be able to create reports from data (e.g. how many invoices overdue, how much $ made in month x, etc.)

Things I'd like to have (not necessary, but would be great)

Calendar integration:

- I want to be able to see the name of each job on my calendar on the date that it's due (ical or google calendar)

- I also want to be able to estimate the number of hours for each job, and have excel calculate which jobs I can fit into one day!

Integration with Mac address book:

- If I put a client name in (e.g.) cell A2, say 'John Smith', I want Excel to get information from the Mac application 'Address Book' to populate the Address Field, Postcode etc.

- This means I don't have to enter it manually.

- The next step would be to make an invoice from this client information.

My operating system: Mac OSX 10.6.7

It doesn't need to be very big - I might be wrong, but I estimate someone with a lot of excel programming experience would only need a couple of hours.

I've attached my draft workbook as a guide - it's pretty dodgy (that's why I'm asking the experts! :) )

Thanks and kind regards,


Beceriler: Her şey Kabul, Veri Tabanı Yönetimi, Excel, PHP, SEO, Çeviri

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İşveren Hakkında:
( 0 değerlendirme ) Surry Hills, Australia

Proje NO: #2243410