Excel Sales & expenses spreadsheet
$30-250 USD
Pagato alla consegna
Hello,
I would like the following to be done 12:00 GMT Sunday 1st December 2014, is this possible?
I would like the attached excel spreadsheet to be able to handle copy & pasted information from other excel spreadsheets that I have exported from sage accountancy software.
Firstly, this data isn’t going to be planned expenses it’s going to be actual expenses.
We would need sheets created for each category on the actual expenses column, so when the pasted information is entered on to that particular sheet, it would automatically put in the correct totals in the cell (month, category, row, column) on the actual expenses sheet.
Please note, for each category, there will be different suppliers to be up-loaded to that sheet. However, we don’t need this itemised on the actual expenses sheet, just the correct month & category.
Problems
Sometimes, a particular supplier might service 95% one category and 5% another, so would it be possible to have a column added, for example ‘Column A’ which could override the pre-determined sheet category and put it in a category of my choosing.
In the exported files from sage, it brings up purchase payment, you can see this in row details. Can you get it to ignore any amounts if ‘Purchase Payment’ is in that row?
Also
I would like another sheet which totals all of the expenses. Which will be called ‘Planned Expenses’.
Can we have a column on the internal sheet (expense categories) pages which can determine whether it’s going to be a planned expense for the coming year?
Can we also have a expense analysis sheet which would do all of the usual such as bar chart, pie chart, variances, differences between this year’s actual expenses and next years planned expenses?
Can we have an expense category to separate the office staff’s work between driving and office duties by percentage?
Sales
To have similar to above for sales, where we can import data from sage accountancy software. The categories & sub-categories for this section would be;
• Schools contracts
- Taxis
- 8 Seater’s
- PSV’s
• Private Hire
- Taxis & 8 Seater’s
- PSV’s
• Corporate account work
• Activity Transport
- Walking
- Cycling
Again, this would need a sales analysis, which would do all of the usual such as bar chart, pie chart, variances, differences between this year’s actual sales and next years planned sales?
Add another analysis page where it compares expenses against sales.
In addition
Is there a way of keeping this current and ongoing so that I can add information quarterly and it will give me the differences between planned V actual expenses and the same for sales (planned & actual)?
Analysis & categorising of Tax & VAT
In the imported data, you have a column called TC – if the code is T1 the amount includes 20% TAX (VAT), all other codes the amount has no TAX. All other codes ie, T0 T9 are exempt from TAX which I would need in the expenses analysis to be separated and the same doing for sales.
$25 bonus if completed on time
Rif. progetto: #6797204
Info sul progetto
13 freelance hanno fatto un'offerta media di $244 per questo lavoro
Hello, I am top freelancer on this forum with 200+ five star reviews and with a completion rate of 90%. I have understood your requirement and I am sure I can implement this. Check my past reviews for your reference. E Altro
Hey There, Thanks for posting the project. Its looks feasible and am Interested to do it. Next steps: Lets discuss/validate the complete requirement and I can start to get this done with required quality ou Altro
I have download the attached sheet. I have few questions 1- Actual expense column is in which sheet ? 2- Where are the categories , will they remain static or dynamic? 3- need to discuss about "95% one category an Altro
Dear Sir, I ensure you of completing the project within the specified time. I have a previous experience of Data Modification work in Excel using Macro. Besides I am an Electrical Engineer and currently working in Altro
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