Automatically generate an invoice when manually processing timesheets

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  • Proposals: 17
  • Remote
  • #677448
  • Awarded
Ashley H.
Carl P.James M.Mark M.Hitesh M. + 12 others have already sent a proposal.
  • 2

Description

Experience Level: Intermediate
General information for the business: We are a domiciliary care provider
Kind of development: New program from scratch
Description of every module: would like an invoice to be created automatically for individual clients when processing timesheets
I believe this can be done from excel using LOOKUP data
At present we invoicve manually from excel but would like it to become automated when inputting timesheet data
Description of requirements/functionality: At present we manually process/input timesheet data.
A timesheet consists of:
1) Staff Name
2) Client/site visited
3) Date of visit
4) Start Time
5) Finish Time
6) Total Hours

This helps enable us to work out how much to pay the staff member. (ie total number of hours worked x hourly pay rate)

The area we need help with is that after processing this timesheet, we have to re-input all the data again into an invoice template (hence duplicating the work load)

Im after a system so when we initially process the timesheets for all staff, a program that can pull data from all the inputted timesheets automatically into an invoice.

The invoices on average consist of:

1) Staff Name who attended site (can be multiple staff)
2) Date of visit
3) Start Time
4) Finish time
5) Total Hours
6) Charge Rate
7) Sub Total
8) Total
CMS and Admin requirements: Ideally i know this can be done via Excel.....we currently use excel to process timesheets manually and also again to form invoives
Specific technologies required: Microsoft Excel
OS requirements: Windows
Extra notes: i have attached a basic invoice that we use. As you can see its quite simple but repetitive because we are having to manually input the Staff name, date, start time, finish time etc

If needed please do let me know and i can send you a sample of the basic timesheets that we input manually also

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