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Customer Client Statements from Excel Spreadsheet

$250-750 USD

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已发布大约 11 年前

$250-750 USD

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How good are you guys at Excel? We have the ability to export all client accounts to an excel sheet each quarter but from here we would need a custom Mail merge that would allow it to take that excel sheet and translate it to customer statements. If it were a simple one account per person I can do that mail merge no problem, but some clients may have 1-6 accounts. Each client has an identifying client #, but the spouse would have a separate one. I know it can be done, but it is beyond my realm Example ID First Last Account Name Account Number Amount 1 John Anthony Allianz 12345 $100,000 1 John Anthony Curian 98765 $50,000 2 Alta Anthony Allianz 22222 $200,000 3 Chris Kirk Allianz 55555 $100,000 A mail merge would have to be created to look like this ------------------------------------------------------------------------------------------------- John Anthony Allianz 12345 $100,000 Curian 98765 $50,000 Alta Anthony Allianz 22222 $200,000 Household total $350,000 ------------------------------------------------------------------------Page break Chris Kirk Allianz 55555 $100,000 Household Total $100,000 -------------------------------------------------------------
项目 ID: 4417771

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28提案
远程项目
活跃11 年前

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I can provide very easy solution to you.....Lets discuss.
$288 USD 在3天之内
4.9 (252条评论)
6.8
6.8
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Such jobs are my daily practice. Please, see PMB for a working sample! Regards!
$250 USD 在1天之内
4.9 (64条评论)
5.7
5.7
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I have gone through your project details. The job is clearly understood. I will create account-wise statement using mail-merge exactly as per your sample. Ready to start. Thanks!
$250 USD 在3天之内
4.9 (22条评论)
5.3
5.3
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I am an expert in delivering custom scripts and like to deliver the project
$525 USD 在3天之内
5.0 (16条评论)
5.2
5.2
用户头像
Let's do it. Please check private message
$250 USD 在2天之内
5.0 (15条评论)
4.9
4.9
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Good day! I am interested in your project. Please check my private message that would follow this one for a few clarifications I need before I can confirm my project fee and estimated time of completion. Thank you.
$500 USD 在7天之内
5.0 (4条评论)
4.1
4.1
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Definitely can be done, but it will require a macro-enabled workbook. That might be better as a separate file that read your account sheet as an input. We will have to discuss how each "household" is identified, whether by address or what. This is something we should do BEFORE going to contract. If there is no reliable link it might not be possible, and we can save the costs of starting a project that goes nowhere. Please see the attached note.
$275 USD 在6天之内
5.0 (15条评论)
3.9
3.9
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Hi, Programmer with 8 years experience. Check your message for more details
$250 USD 在3天之内
5.0 (5条评论)
3.5
3.5
用户头像
Please see a user friendly solution on PMB. regards
$275 USD 在4天之内
3.8 (2条评论)
4.2
4.2
用户头像
Dear abstractls: I have experience creating several similar applications in Excel. Please see my Portfolio and Feedback history for more information. How may I make this the best bid for you? Thank you, Charlene Wright.
$275 USD 在3天之内
5.0 (4条评论)
2.8
2.8
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Hi, Nice project that can be done easily without the mail merge. I can create specific VBA code that process these statements in the way you described. If needed, I can even add code that will save/mail these statements automatically, probably at a lower cost than proposed. Thanks, Exopad
$250 USD 在3天之内
5.0 (2条评论)
1.6
1.6
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READY TO DO THIS!
$275 USD 在5天之内
0.0 (0条评论)
0.0
0.0
用户头像
Sounds easy, and there are several approaches that we can use, depending on your preferences. I'm a professional software developer proficient in programming languages like Java as well as scripting for Microsoft apps like Excel and Access. See private message for more details!
$350 USD 在3天之内
0.0 (0条评论)
0.0
0.0
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Hi Please see my PM
$350 USD 在3天之内
0.0 (0条评论)
0.0
0.0
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I can start immediatly. Thanks
$250 USD 在3天之内
0.0 (0条评论)
0.0
0.0
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I can do it very well. send me your project details.
$250 USD 在10天之内
0.0 (0条评论)
0.0
0.0
用户头像
I'm fast and I take pride in my work. You'll love working with me.
$250 USD 在3天之内
0.0 (0条评论)
0.0
0.0
用户头像
I'm working in finance field and i love excel.I can deliver you the project with accuracy and on time, so give me the opportunity.
$250 USD 在5天之内
0.0 (0条评论)
0.0
0.0
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I am ready to work with you. If you give this opportunity to me i will do my level best.
$522 USD 在3天之内
0.0 (0条评论)
0.0
0.0
用户头像
I do my best
$500 USD 在3天之内
0.0 (0条评论)
0.0
0.0

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UNITED STATES的国旗
Mount Airy, United States
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