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Description
Experience Level: Intermediate
Hello,
I need help with a sheet I am creating, it is in Zoho, but it seems to be almost identical to Excel and Google sheets.
Basically I am creating a template to be used for a PEO type company. We hire employees on behalf of our end clients in Countries they do not have a presence in.
This means we have, many clients, with differing Countries, currencies, products, and employees.
Our "products" are therefore fees rather than specific goods.
I would like a template to be created (or the existing one adjusted) which functions all the time, whether I add an employee, country, product, or if I adjust or remove any of the above.
I have made one such spreadsheet (one sheet per client), but the moment I change anything it will cease to be useful. So I would like help with this. Currently I simply use the = this cell function. Which as you can imagine is open for lots of error if something is changed.
Important factors, are to have a live status report as seen in the employees tab.
Country sheets (e.g. PLN) are shared via IMPORTRANGE with our local payroll teams who calculate the monthly employer contributions etc. their response is recorded also via IMPORTRANGE back into the Country sheet directly. and then all of this feeds back into the source sheet.
Invoice sheets (e.g. PLN INV) are used to compile all the information for bulk upload to our accounting software to produce an invoice. Lines with a zero amount should not appear as the bulk upload will not work if the item price (column u) is 0.
Ideally, currencies will update daily according to the source website listed in column D of the currencies sheet.
Since there are so many products and fees, I have compiled space for the 7 most used ones and all the rest will be added as Other fees in one line. However, if the notes section of the INV sheet can include the fee name and the amounts. i.e. if row 13 is not empty add Row 4 of the same column into the notes.
Additionally, these 7 most used fees/products are different for each client. they can even be different for a Country within one sheet.
Payroll teams have their own sheets, because we need to anonymise the data, i.e. the German team cannot see the information of the Bulgarian team and vice versa. Hence the IMPORTRANGE formulas. Unfortunately this means that since we use the same sheets each month we need to wipe the data at some point. I know how to write a macro to do this but I dont want to log in to every single Payroll team sheet and wipe all of them individually. Is there a way I can click once and it will clear the contents of multiple worksheets simultaneously? Or perhaps have one macro for each sheet and then a master macro to trigger them all?
The inputs sheet is where we obtain the data from the clients with monthly salary variables added, this should automatically fill in the source sheet according to the name of the employee and the type of variable.
The source sheet has multiple lines because when we upload an invoice it must be one item per line. But this is not technically necessary for the
Please take a look at the sheet here. https://workdrive.zohoexternal.com/external/33RWFBU6vDr-KXIm1
Happy to have a call to discuss further if you have any questions.
Many thanks,
Brook.
I need help with a sheet I am creating, it is in Zoho, but it seems to be almost identical to Excel and Google sheets.
Basically I am creating a template to be used for a PEO type company. We hire employees on behalf of our end clients in Countries they do not have a presence in.
This means we have, many clients, with differing Countries, currencies, products, and employees.
Our "products" are therefore fees rather than specific goods.
I would like a template to be created (or the existing one adjusted) which functions all the time, whether I add an employee, country, product, or if I adjust or remove any of the above.
I have made one such spreadsheet (one sheet per client), but the moment I change anything it will cease to be useful. So I would like help with this. Currently I simply use the = this cell function. Which as you can imagine is open for lots of error if something is changed.
Important factors, are to have a live status report as seen in the employees tab.
Country sheets (e.g. PLN) are shared via IMPORTRANGE with our local payroll teams who calculate the monthly employer contributions etc. their response is recorded also via IMPORTRANGE back into the Country sheet directly. and then all of this feeds back into the source sheet.
Invoice sheets (e.g. PLN INV) are used to compile all the information for bulk upload to our accounting software to produce an invoice. Lines with a zero amount should not appear as the bulk upload will not work if the item price (column u) is 0.
Ideally, currencies will update daily according to the source website listed in column D of the currencies sheet.
Since there are so many products and fees, I have compiled space for the 7 most used ones and all the rest will be added as Other fees in one line. However, if the notes section of the INV sheet can include the fee name and the amounts. i.e. if row 13 is not empty add Row 4 of the same column into the notes.
Additionally, these 7 most used fees/products are different for each client. they can even be different for a Country within one sheet.
Payroll teams have their own sheets, because we need to anonymise the data, i.e. the German team cannot see the information of the Bulgarian team and vice versa. Hence the IMPORTRANGE formulas. Unfortunately this means that since we use the same sheets each month we need to wipe the data at some point. I know how to write a macro to do this but I dont want to log in to every single Payroll team sheet and wipe all of them individually. Is there a way I can click once and it will clear the contents of multiple worksheets simultaneously? Or perhaps have one macro for each sheet and then a master macro to trigger them all?
The inputs sheet is where we obtain the data from the clients with monthly salary variables added, this should automatically fill in the source sheet according to the name of the employee and the type of variable.
The source sheet has multiple lines because when we upload an invoice it must be one item per line. But this is not technically necessary for the
Please take a look at the sheet here. https://workdrive.zohoexternal.com/external/33RWFBU6vDr-KXIm1
Happy to have a call to discuss further if you have any questions.
Many thanks,
Brook.
Brook B.
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