Access Database for Customer and Transaction tracking

Cerrado Publicado hace 6 años Pagado a la entrega
Cerrado

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.

Contabilidad Programación de bases de datos Excel Microsoft Access SQL

Nº del proyecto: #15900572

Sobre el proyecto

31 propuestas Proyecto remoto Activo hace 6 años

31 freelancers están ofertando un promedio de $21 / hora por este trabajo

schoudhary1553

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

$15 USD / hora
(338 comentarios)
8.0
paris2785

Hi there. My name's Paris. I've got a huge experience in developing Access databases, some of which had been rather complex and demanding. From your brief, I get that you are really interested in keeping things togeth Más

$20 USD / hora
(289 comentarios)
7.7
branislavm

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

$22 USD / hora
(278 comentarios)
7.7
aanvikm

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

$25 USD / hora
(48 comentarios)
6.5
WebInfoSolutions

Do you prefer discussing on tasks basis and payment on tasks basis? I saw the various things............

$26 USD / hora
(42 comentarios)
6.7
rakeshwadhwani

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

$22 USD / hora
(68 comentarios)
6.3
fanninson45

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

$17 USD / hora
(25 comentarios)
6.0
alaeddindhahri

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

$20 USD / hora
(73 comentarios)
5.9
zu02

Hello, sir I saw your project and analyze your requirements. I like such kind of tasks and I know how to code this as I already dealt with similar tasks in my career before. I am senior ms Access/Excel/VB develop Más

$22 USD / hora
(54 comentarios)
6.2
havit

I am interested on developing MS-Access 2016 based Customer & Transaction Tracking database. I will use custom ribbon menu for navigation & user friendly design.

$22 USD / hora
(12 comentarios)
5.5
VBAautomation

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

$15 USD / hora
(31 comentarios)
5.3
reedsystems

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

$20 USD / hora
(20 comentarios)
4.9
BlueViSion7

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

$20 USD / hora
(2 comentarios)
4.6
dikuw

Hello, I am interested in helping you create an Access database application that will streamline your current workflows. I have built applications for small and large businesses for over 10 years. Based on your job Más

$27 USD / hora
(4 comentarios)
3.5
inderinnovative

I can do this with quality of code

$22 USD / hora
(0 comentarios)
0.0
SMohan2015

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

$22 USD / hora
(0 comentarios)
0.0
vw1704528vw

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.

$22 USD / hora
(0 comentarios)
0.0
darshring

I Will Give You Great Successful Changes and Many Helps!!! Hello, how are you? I'm glad to tell you about your project. As you can see at my profile, i am a SQL and Excel Expert and have great skills and solid expe Más

$20 USD / hora
(0 comentarios)
0.0
batigol2020

i need more information ..............................................................................................................................

$22 USD / hora
(0 comentarios)
0.0
krisgitonga

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

$22 USD / hora
(0 comentarios)
0.0