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Invoice tracking
On Database » Microsoft Access
11,711 words with 7 Comments; publish: Fri, 30 May 2008 20:49:00 GMT; (25093.75, « »)
Morning All,
Just starting to look at creating a small database to track "live"
information about our invoices for my business. We have about 50-100
open files at any one time and these are managed with a combination of
memory and primative Excel sheets tracking associated costs etc. As we
grow i understand that this is probably not the most efficient method.
I have never designed a database before and have bought a couple of
books and have been doing my reading but am struggling getting my head
around everything. I was wondering if anyone had seen any template
invoice tracking databases on the web?
Many thanks,
Paul
http://ms-access.itags.org/q_ms-access-database_109015.html
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- 7 Comments
- "Invoice tracking" sounds a bit like "accounting".
Have you looked into the commercial, off-the-shelf accounting packages?
Regards
Jeff Boyce
Microsoft Office/Access MVP
http://mvp.support.microsoft.com/
Microsoft IT Academy Program Mentor
http://microsoftitacademy.com/
"Lambo" <paullambourne.ms-access.itags.org.hotmail.com> wrote in message
news:68745915-c164-4dfa-b17b-88a4cea9cc55.ms-access.itags.org.1g2000hsl.googlegroups.com...
> Morning All,
> Just starting to look at creating a small database to track "live"
> information about our invoices for my business. We have about 50-100
> open files at any one time and these are managed with a combination of
> memory and primative Excel sheets tracking associated costs etc. As we
> grow i understand that this is probably not the most efficient method.
> I have never designed a database before and have bought a couple of
> books and have been doing my reading but am struggling getting my head
> around everything. I was wondering if anyone had seen any template
> invoice tracking databases on the web?
> Many thanks,
> Paul
#1; Fri, 30 May 2008 20:51:00 GMT
- Hi Lambo,
Please post back with more details about what you want to do. I have
a suspicion that what you want to do is very simple and would require
only a couple of tables.
HTH
-Larry-
"Jeff Boyce" <JeffBoyce_IF.ms-access.itags.org.msn.com-DISCARD_HYPHEN_TO_END> wrote in
message news:%23wJSAh4UIHA.5980.ms-access.itags.org.TK2MSFTNGP04.phx.gbl...
> "Invoice tracking" sounds a bit like "accounting".
> Have you looked into the commercial, off-the-shelf accounting
packages?
> --
> Regards
> Jeff Boyce
> Microsoft Office/Access MVP
> http://mvp.support.microsoft.com/
> Microsoft IT Academy Program Mentor
> http://microsoftitacademy.com/
> "Lambo" <paullambourne.ms-access.itags.org.hotmail.com> wrote in message
>
news:68745915-c164-4dfa-b17b-88a4cea9cc55.ms-access.itags.org.1g2000hsl.googlegroups.com...[vbcol=seagreen]
50-100[vbcol=seagreen]
combination of[vbcol=seagreen]
As we[vbcol=seagreen]
method.[vbcol=seagreen]
of[vbcol=seagreen]
head
>
#2; Fri, 30 May 2008 20:52:00 GMT
- On 10 Jan, 12:55, "Jeff Boyce" <JeffBoyce....ms-access.itags.org.msn.com-
DISCARD_HYPHEN_TO_END> wrote:
> "Invoice tracking" sounds a bit like "accounting".
> Have you looked into the commercial, off-the-shelf accounting packages?
> --
> Regards
> Jeff Boycewww.InformationFutures.net
> Microsoft Office/Access MVPhttp://mvp.support.microsoft.com/
> Microsoft IT Academy Program Mentorhttp://microsoftitacademy.com/
> "Lambo" <paullambou....ms-access.itags.org.hotmail.com> wrote in message
> news:68745915-c164-4dfa-b17b-88a4cea9cc55.ms-access.itags.org.1g2000hsl.googlegroups.com...
>
>
>
>
> - Show quoted text -
We do currently use Sage 50 Accounts 2008 to do our monthly accounts
but as we only input our invoices once a month its not completely up
to date. It also does contain all the depth of the information that I
am interested in. I think that one of my major problems is that I
don't know exactly what I am looking for something to do, I just see
that the methods we are using at the minute are quite longwinded and
labour intensive and I am sure there is a better way of doing it.
Thanks,
Paul
#3; Fri, 30 May 2008 20:52:00 GMT
- On 10 Jan, 13:19, "Larry Daugherty"
<Larry.NoSpam.Daughe....ms-access.itags.org.verizon.net> wrote:
> Hi Lambo,
> Please post back with more details Xabout what you want to do. XI have
> a suspicion that what you want to do is very simple and would require
> only a couple of tables.
> HTH
> --
> -Larry-
> --
> "Jeff Boyce" <JeffBoyce....ms-access.itags.org.msn.com-DISCARD_HYPHEN_TO_END> wrote in
> messagenews:%23wJSAh4UIHA.5980.ms-access.itags.org.TK2MSFTNGP04.phx.gb l...
>
>
> packages?
>
>
>
> news:68745915-c164-4dfa-b17b-88a4cea9cc55.ms-access.itags.org.1g2000hsl.googlegroups.com...
>
>
> 50-100
> combination of
> As we
> method.
> of
> head
>
> - Show quoted text -- Hide quoted text -
> - Show quoted text -
At the moment we have a spreadsheet that we call our front sheet. This
has a list of all our Customer invoices. We add these as we raise them
with the date which they were raised. This sheet has columns for date,
invoice number, customer name, credit given, credit recieved, supplier
invoice x5, commission, freight and then a calculated total and
margin. To enable us to look at things easily by month we have 12
sheets.
We then have our back sheet which is detailed information on the
supplier invoices including columns for, supplier name, their invoice
date, our invoice date, VAT etc.
What I would like to do is have a database that would allow me to
raise our invoice into the system, input suppliers invoices and
allocate the two and then look at the invoice by its unique number and
see all the asscoicated costs, what we have and haven't recieved etc.
This is very simplistic and I would probably like it do other things.
thanks
Paul
#4; Fri, 30 May 2008 20:54:00 GMT
- Access is a relational database, not a spreadsheet. If you are unfamiliar
with "normalization" and/or "relational database" and/or Access, you have a
steep learning curve to get past before having something as functional as a
commercial package. If you have plenty of time to learn and experiment,
welcome to the Access fold. If not, ...
Regards
Jeff Boyce
Microsoft Office/Access MVP
http://mvp.support.microsoft.com/
Microsoft IT Academy Program Mentor
http://microsoftitacademy.com/
"Lambo" <paullambourne.ms-access.itags.org.hotmail.com> wrote in message
news:e116f6c2-c1ec-4cdb-a313-6bfceea2af7d.ms-access.itags.org.v29g2000hsf.googlegroups.com...
> On 10 Jan, 12:55, "Jeff Boyce" <JeffBoyce....ms-access.itags.org.msn.com-
> DISCARD_HYPHEN_TO_END> wrote:
> We do currently use Sage 50 Accounts 2008 to do our monthly accounts
> but as we only input our invoices once a month its not completely up
> to date. It also does contain all the depth of the information that I
> am interested in. I think that one of my major problems is that I
> don't know exactly what I am looking for something to do, I just see
> that the methods we are using at the minute are quite longwinded and
> labour intensive and I am sure there is a better way of doing it.
> Thanks,
> Paul
#5; Fri, 30 May 2008 20:55:00 GMT
- OP said that he wants to track things *about* invoices, not to create
them. There is a world of difference between creating invoices and
simply tracking them.
A simple application like one to track their invoices would be a great
learning tool for someone getting started using Access.
HTH
-Larry-
"Jeff Boyce" <JeffBoyce_IF.ms-access.itags.org.msn.com-DISCARD_HYPHEN_TO_END> wrote in
message news:uWLgam5UIHA.3676.ms-access.itags.org.TK2MSFTNGP06.phx.gbl...
> Access is a relational database, not a spreadsheet. If you are
unfamiliar
> with "normalization" and/or "relational database" and/or Access, you
have a
> steep learning curve to get past before having something as
functional as a
> commercial package. If you have plenty of time to learn and
experiment,
> welcome to the Access fold. If not, ...
> --
> Regards
> Jeff Boyce
> Microsoft Office/Access MVP
> http://mvp.support.microsoft.com/
> Microsoft IT Academy Program Mentor
> http://microsoftitacademy.com/
>
> "Lambo" <paullambourne.ms-access.itags.org.hotmail.com> wrote in message
>
news:e116f6c2-c1ec-4cdb-a313-6bfceea2af7d.ms-access.itags.org.v29g2000hsf.googlegroups.com...[vbcol=seagreen]
packages?[vbcol=seagreen]
Mentorhttp://microsoftitacademy.com/[vbcol=seagreen]
news:68745915-c164-4dfa-b17b-88a4cea9cc55.ms-access.itags.org.1g2000hsl.googlegroups.com...[vbcol=seagreen]
"live"[vbcol=seagreen]
50-100[vbcol=seagreen]
combination of[vbcol=seagreen]
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>
#6; Fri, 30 May 2008 20:56:00 GMT
- I struggled with a similar problem. Did find a COTs product that uses an
access backend with excel as the user interface that was designed for
tracking invoices. They offer a free trial download so you can see how the
access db was setup and how they integrated excel (in fact it is fairly
customizable.)
Excel Invoice Template
Frank….
"Lambo" wrote:
> Morning All,
> Just starting to look at creating a small database to track "live"
> information about our invoices for my business. We have about 50-100
> open files at any one time and these are managed with a combination of
> memory and primative Excel sheets tracking associated costs etc. As we
> grow i understand that this is probably not the most efficient method.
> I have never designed a database before and have bought a couple of
> books and have been doing my reading but am struggling getting my head
> around everything. I was wondering if anyone had seen any template
> invoice tracking databases on the web?
> Many thanks,
> Paul
>
#7; Fri, 30 May 2008 20:57:00 GMT