Phoenix - Your AI AssistantExcel expert needed - profit and loss
- Posted:
- Proposals: 61
- Remote
- #4327566
- OPPORTUNITY
- Awarded
Bournemouth 
Description
Experience Level: Intermediate
Hi,
I would like to create an Excel file where we can enter in invoices as one raw list, and the file will automatically generate a profit and loss by job number.
Further, I'd like the file to know when all invoices have been paid, meaning the job can be marked as complete.
There may be some other things we'd like, but these are the main functions.
I would like the file to be tidy as well - with neat borders and backgrounds, but that isn't essential.
I would like to create an Excel file where we can enter in invoices as one raw list, and the file will automatically generate a profit and loss by job number.
Further, I'd like the file to know when all invoices have been paid, meaning the job can be marked as complete.
There may be some other things we'd like, but these are the main functions.
I would like the file to be tidy as well - with neat borders and backgrounds, but that isn't essential.
New Proposal
Login to your account and send a proposal now to get this project.
Log inClarification Board Ask a Question
-
What is your preferred deadline for completion?
-
Hi Neal, Everything is clear, what is your preferred deadline for completion?
-
Hi Neal
You really need to invest in an accounting software, like xero
Regards
Shareen -
Hi Neal,
Should the job completion status update automatically when all associated invoices are marked as paid, or would you like a manual override option as well