Freelance projects

Freelance projects

Excel table revision for accounting payment documents

Data Processing — incorrectly specified categories?

57 USD

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Technical task for Microsoft Excel specialist

Goal:

Creating and refining an Excel table for tracking payment documents, both processed and upcoming payments with completion labels, as well as automating alerts for upcoming payments via WhatsApp.

Tasks:

1. Creating and configuring a table for tracking payment documents:

• The table structure should include the following fields:

• Payment date

• Payment purpose

• Payment amount

• Status (Processed/Upcoming)

• Completion label

• Notes (if necessary)

• Ensure the ability to add new entries.

2. Automating completion labels:

• Set up conditional formatting to automatically change row colors based on payment status:

• Green for processed payments

• Red for upcoming payments

3. Setting up alerts for upcoming payments:

• Automate sending reminders for upcoming payments via WhatsApp.

• Reminders should be sent X days before the payment date (X to be determined by the client).

4. Interface and user-friendliness:

• Create a user-friendly and intuitive interface for data input.

• Ensure data protection against accidental deletion or modification.

Task execution requirements:

• Utilize Excel's built-in features for automation (macros, Power Query, formulas, etc.).

• Integrate with WhatsApp through third-party services or APIs (e.g., Twilio) for sending notifications.

• Documentation on table usage and notification setup.

Expected outcome:

1. Fully configured Excel table ready for tracking payment documents.

2. Automated completion labels and payment status.

3. Configured automatic reminders for upcoming payments via WhatsApp.

4. Documentation on table usage and setup.

Timeline:

• Task completion timeframe: [week]

Notes:

• Access to the table and services for setting up reminders will be provided to the specialist.

• Consultations and adjustments during the work process are possible.

Proposals Rejected 1

Aleksandr Visalchyuk

0 0

Projects -
Rating -
Rating 42

Budget: 50 EUR Deadline: 1 day

Hello, I will help you. Please write, I will be able to help you.

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Excel table revision for accounting payment documents

Proposals are currently absent

Proposals are currently absent

Aleksandr Visalchyuk

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