I need a Excel s/s converting into a Access Database to keep track of accounts
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- Proposals: 7
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Description
Database management system (DBMS): Microsoft Access
Description of requirements/functionality: I need a Excel spreadsheet converting into a Access Database to keep track of my client's accounts .
Circa 250 clients.
Currently approx 7100 projects - 1500 outstanding accounts.Finish database must be able to send reminder emails and (ideally) automatically charge credit cards.
Specific technologies required: Must run on Windows 7 and be transferable to new windows versions in the future
Extra notes:
Kevin L.
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Hi Kevin
How are card details stored, please?
Many thanks
Ian CKevin L.30 Nov 2016Currently on paper and I "ring them up" once a month on a paypal terminal.
Ian C.30 Nov 2016Hi Kevin
There are "regulations" on the electronic storage of card numbers. I haven't looked at the rules recently but It would probably mean investing in a third party on-line system and then linking the Access db to that. However, an on-line database might be a better solution. Any thoughts, please?
Many thanks
Ian C -
Hello Kevin, Is this job open now?
Kevin L.30 Nov 2016Yes
KevinSaxena S.30 Nov 2016Do you need best quotation. So Can i submit proposal?
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Hello Kevin, thanks for the invitation.
Can you send an example spreadsheet across for clarification please?
Kind regardsKevin L.30 Nov 2016Yes I can send the spreadsheet - there is nothing confidential on there. How to I send it - via this website or email. I am new to PPH so please forgive my naivety! Kevin
Stuart F.30 Nov 2016Hi Kevin
It's best sent via this website. PPH don't like contact details revealing.
Regards