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Write an Excel add-in with user interface

$250-750 USD

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Zveřejněno přibližně před 6 roky

$250-750 USD

Zaplaceno při doručení
The aim of this addin is to match and reconcile Accounting Database and bank POS statements. We have a single accounting DB and many bank statements with different formats Once we download all the csv, xls or xlsx files to a folder, the add in will -scan the folder, -import the data from different file formats to a single file (create multiple sheets) -create an autoincrement index for every sheet -create a comparable column for every sheet -create a Match column for every sheet -create a result sheet The excel macro will work like this: The add-in is assigned to a button. When the addin opens it asks for: -DB file (I can use the already open csv sheet) and profile assigned to it. -Bank statements (up to 8) and profile assigned to it (all the files in the same folder with DB file are scanned for "filename match" below) Settings: -Modify profiles - - filename match to profile: filename (starts,contains,ends) has .... string then set profile... - - Add index? (adds an autoincrement index Row number to the right end of the table where the data finishes ). index is used to specify a specific row with sheet name - - Add Comparable column? - - - Concatenate following [Column nr & applied function] ( functions: LEFT (N) , RIGHT (N), Multiply by (N), Convert date to YYYYMMDD number, Convert date to YYYYMMDDHHMMSS number ) - - - Add comparable column to Nth column Add-in Result sheet Algorithm -Get all the rows on DB -Create 1 column for every bank and 1 column for error reporting -If the Comparable column matches with one bank put 1 to that column. If two banks match put 1 to each column (copy that to the errors sheet) write the index of the matching value to the relative rows (in Match column) in DB and bank statement, also mark the DB row and the Bank row yellow. -If the data is not present in any bank statement then put a 1 to the error column, mark DB row red, insert index value "Error" to result column on DB sheet. -If the data is present only in bank statement add it (as a new row) to the Result Sheet put a 9 to the bank's column and another 9 to the error column Resolver For the error results: time sensitivity shall be asked in minutes. if the comparable column has time it should be removed. Then the process shall be reRun for these error rows. This time if there is a match within the same time sensitivity these transactions shall be matched too. Point and click matcher: on the left DB, on the right Bank. Transactions shall be selected with single click. Click from left and click from right. These are matched. All changes shown on the result sheet.
IČ projektu: 14718352

O projektu

21 nabídky
Vzdálený projekt
Aktivní před 6 roky

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Avatar uživatele
Dear, we are Team of French + US. I checked your project description, and I confirm I can develop your program. I will focus on user friendly interface. As you can see I have very good rate, you can be sure I am serious. Regards, Fabrice
$981 USD v 10 dnech
4,8 (98 recenze)
7,4
7,4
21 freelanceři nabízejí v průměru $693 USD za tuto práci
Avatar uživatele
Hello, Instead of naive VBA scripting, I can develop a professional .Net VSTO Excel Add-in which shall do the required tasks. Please discuss if you are interested. Thank you, Usman
$2 000 USD v 15 dnech
5,0 (111 recenze)
7,5
7,5
Avatar uživatele
It's a very interesting project. The settings can be placed in a new tab the ribbon. Are you working with Access database? Can you provide an example of a couple of bank statements? What office version would like the addin to be compatible with?
$420 USD v 9 dnech
5,0 (58 recenze)
6,4
6,4
Avatar uživatele
Hi, I have gone through in details about the requirement. I would like to under for which MS-office version you are looking for Addins {Office 2013/ 2016}. I have sound experience in VSTO Add-ins development and understand the complexity of development and deployment. Please feel free to have a discussion on finalization of the scope and working methodology. Looking forward for your response. Thanks, Karun
$1 666 USD v 20 dnech
4,6 (36 recenze)
6,1
6,1
Avatar uživatele
Hi I would like to bid for this project. I posses Data Analytics, Research, Accountancy, Administration, Banking, Financial/Business Analysis & Reporting and Content Writing experience with Advance MS Excel Dashboards, Power BI & Microstrategy Dashboards, MS & Google Office Suites, WordPress, Social Media Marketing and Touch Typing 60wpm Skills.
$750 USD v 2 dnech
5,0 (33 recenze)
5,7
5,7
Avatar uživatele
Hello, The add-in would be written in C#.NET by using VSTO library. So your addin will be presented as a commandbar button or a ribbon button. Which one you prefer? This will work for Excel 2007 or above version. Required time for developing this is about 2 - 3 days only. Let me know if you are OK with that Regards, K
$350 USD v 10 dnech
4,5 (39 recenze)
6,4
6,4
Avatar uživatele
Hello there, after reading your project description and with a drive for excellence, with a keen attention to details and with more than 10 years experience working with Microsoft office especially excel vba, i can develop a vba code that will accomplish all your described needs in the least time starting right now. I will do all and extra to ensure that you won't regret giving me this project. Thanks
$300 USD v 10 dnech
5,0 (83 recenze)
5,8
5,8
Avatar uživatele
HI, in the past I worked with office addins and I can build the excel addin that you need. Share me a sample of files if you can. Check my portfolio.
$444 USD v 10 dnech
4,8 (56 recenze)
6,0
6,0
Avatar uživatele
Hi, I've made something like yours. But i'ts not about accounting. It was about excel security system. I think I can make an add in like you want. I hope we'll discuss further. Thanks
$250 USD v 10 dnech
5,0 (46 recenze)
4,7
4,7
Avatar uživatele
A proposal has not yet been provided
$600 USD v 5 dnech
0,0 (0 recenze)
0,0
0,0
Avatar uživatele
I am expert in MS Office especially in excel. I can use VBA language in excel. I have experience about 2,5 year in decision support reports to board members At Mlpcare. I am good at making up documents,excel report for board members. Thanks.
$555 USD v 4 dnech
0,0 (0 recenze)
0,0
0,0

O klientovi

Pochází z TURKEY
Lefkosa, Turkey
4,6
33
Ověřená platební metoda
Členem od led 28, 2003

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