Invoice tracking

  • Thread starter Thread starter Lambo
  • Start date Start date
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Lambo

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
 
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
 
"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/










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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
 
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-
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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
 
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
www.InformationFutures.net

Microsoft Office/Access MVP


Microsoft IT Academy Program Mentor
http://microsoftitacademy.com/
 
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
 
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.)

www.Office-Kit.com
Excel Invoice Template

Frank….
 
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