Access Database for Customer and Transaction tracking
$15-25 USD / hora
I have a tax and bookkeeping office.
I need to be able to do the following:
* record and edit personal information about a contact, such as name and phone number
* establish a 'client' record with address information
* link contacts together who are part of the same 'client' and identify how they are connected
* record and edit transaction data, showing the client, service, filing date or period, completion date, and payment status.
* see a printable summary screen for a client, showing a list of services and transaction details associated with that client - with a link for updating transactions
* see a printable and editable summary screen for a client, showing all the data associated with that client and the data for any contacts associated with that client.
Here is a more descriptive explanation:
Our office provides tax and bookkeeping services.
I need to track client information and the various contacts that are associated with those clients. For tax services, the contacts might be the taxpayer, spouse and dependent. For bookkeeping services, the contacts might be the business owner, office manager and bookkeeper. I need to be able to search for the client or by the contact name. I need to be able to open a record and see all the contact information about that client on one screen. I need to be able to print off that information so I can have the client review and verify it as needed.
I need to track transaction information. For a tax client, this may be the year related to the return, the date the return was completed, and be able to indicate if certain forms were completed for that client. For bookkeeping clients, this may be the type of work performed, the period for which services were performed, and the date the work was completed. I need a screen where I can look up the client and see their history all on one page.
I need to track payment information. For any type of client, I need to know the status of payment for each transaction, the amount due, the last date the client was called or sent a letter, and the date the payment status was last updated. I need to be able to see the list in table form, and I need to be able to generate a report that is filtered by status date or last contact date.
Nº del proyecto: #15900572
Sobre el proyecto
31 freelancers están ofertando un promedio de $21 / hora por este trabajo
Greeting, I have understood your Access Database for Customer and Transaction tracking task and can do it with your 100% satisfaction. Please ping me for more discussion. I have more than 5 years of experience i Más
Hi! This is a bigger project. I was working on few similar and I worked my self in bookkeeping (of course, in my country is a bit different) and, more or less, I know about the scope of the work. In any case, I will Más
Hello Sir, I am a MSAccess expert developer and interested in this project. I believe I have a better solution for this project. Please let me know if you would like to discuss my proposal. Thanks Aanvik
Do you prefer discussing on tasks basis and payment on tasks basis? I saw the various things............
Dear Valued Employer, I can add value to your project, by suggesting new ideas. I am fast and reliable. For further understanding why I am the right firm for your project, kindly check my profile, reviews, rating and Más
INTRODUCTION I can produce a prototype for you to see before you award this project. I'm Access and Libre Office Base Developer that provides data entry, VBA Programming and database programming support. I am delighte Más
Hi. I'm a professional Databases and information systems developer. I have read your project description and from what I see in your requirement you are in need of a CRM to manage your business. I have done similar wor Más
I am interested on developing MS-Access 2016 based Customer & Transaction Tracking database. I will use custom ribbon menu for navigation & user friendly design.
My name is Deepak. I work as a full-time MS Access Programmer. I have spent the past 4+ years doing full automation, building custom applications, number crunching, and database management for MS Office businesses, and Más
Hi, how are you today? From the description within your request, I can deduce that you need a database to manage your bookkeeping business using it to track customer information, transactions and payments. I have Más
Good day, we have had made ERPs before and I think we can make your tracking ERP system. We have 16 years of continuous experience from developing small desktop and web applications to maintaining large scale inform Más
Hi , I have good experience with design ,conceptualize , deploy the application. If interested ping me need some details like UI , database design , web/Mobile hosted or desktop centric application etc. Thank Más
Hello, I am interesting in your project. I prefer to do your project in PHP and MYSQL instead of MS ACCESS. You, after completing your project you can use chrome web browser to run your project. Thanks.
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I am a professional with excellent Microsoft Access skills. I am also a hard worker. I am new to freelancer.com but I am not new to Microsoft access and Virtual assistant. If I get the job I will ensure its delivered a Más