We use standard Microsoft Office Programs to automate the processing of data. Some Typical Automation Examples include:
Generating complex Commission reports that allow individual Sales Reps to have different commission rates based on location, product, or sales value. An insurance company pays commissions based on the salesman, location, dollar value, and type of policy.
Excel Script to organize deposit data to import into QuickBooks. The Production software generates a report with fields for the type of transaction (description), the date, the amount, the location, and the sales rep. Specific deposit descriptions were created to match those existing in QuickBooks based on the criteria in the file. Correct QuickBooks classes were added using rules based on the order type and location. The resulting output file is imported directly into QuickBooks.
Excel Script to read multiple sales data files and create a format to import into QuickBooks. Each store for a Fast Food Franchisee had a sales data file saved to a specific location on the network. Each store had the sales data in a single-line, comma-delimited format. The excel script opened each store’s sales data file, read the values, and created an import file. Then the output file file is imported directly into QuickBooks using Transaction Pro. This script and automation saved several hours of manual input per day.
Excel Script to merge and format data from various sources to allow importing into Payroll systems (ADP, Platinum Pay, etc.).
Taking vendor’s invoice files, formatting and combining items to import into Intuit QuickBooks. and assigning Categories and Descriptions based on rules
Create Order Confirmations by linking to a database to pull client information,
Taking monthly P&L Excel worksheets and do quarterly roll ups. While not a difficult task, if you have a lot of cells (and not all cells are to be rolled up) you can automate and save time. Take a look at the details here