Billing Tracking Workbook
Budget: $30 – $250 USD
I need a polished Excel workbook that lets me track key employee information across several interconnected sheets. The file must stay lightweight—pure .xlsx—yet handle the following with zero manual cross-checking:
• Attendance and leaves
• Payroll and expenses
Here’s the flow I have in mind. One sheet will store the master staff list (names, IDs, rates). A daily attendance sheet will capture hours worked and any leave taken, automatically updating an ongoing leave-balance ledger. A payroll calculator should then pull those hours, apply pay rates, add allowances or deductions, and push totals into a management dashboard that shows month-to-date costs, overtime, and leave liabilities.
Feel free to use structured tables, named ranges, XLOOKUP, SUMIFS, IF formulas, conditional formatting, and even Power Query, as long as everything runs the moment data is entered.
Deliverables
1. Multi-sheet Excel template (.xlsx) with the staff list, attendance, leave ledger, payroll calculator, and dashboard already linked.
2. Dynamic formulas that reconcile totals across sheets, highlight missing inputs, and prevent division or lookup errors.
3. Protected formulas and clearly coloured input zones so casual users can’t break the logic.
4. A brief in-file guide or cell comments that show how to add new employees, close a month, and roll forward leave balances.
Acceptance criteria
• Three sample employees flow end-to-end through all sheets with accurate totals on the dashboard.
• Leave balances adjust automatically when new leave entries are added.
• Changing an employee’s rate instantly updates that person’s payroll figures and the overall summary.
Once the template meets those points, I’ll plug in our real data and be ready to go.
• Attendance and leaves
• Payroll and expenses
Here’s the flow I have in mind. One sheet will store the master staff list (names, IDs, rates). A daily attendance sheet will capture hours worked and any leave taken, automatically updating an ongoing leave-balance ledger. A payroll calculator should then pull those hours, apply pay rates, add allowances or deductions, and push totals into a management dashboard that shows month-to-date costs, overtime, and leave liabilities.
Feel free to use structured tables, named ranges, XLOOKUP, SUMIFS, IF formulas, conditional formatting, and even Power Query, as long as everything runs the moment data is entered.
Deliverables
1. Multi-sheet Excel template (.xlsx) with the staff list, attendance, leave ledger, payroll calculator, and dashboard already linked.
2. Dynamic formulas that reconcile totals across sheets, highlight missing inputs, and prevent division or lookup errors.
3. Protected formulas and clearly coloured input zones so casual users can’t break the logic.
4. A brief in-file guide or cell comments that show how to add new employees, close a month, and roll forward leave balances.
Acceptance criteria
• Three sample employees flow end-to-end through all sheets with accurate totals on the dashboard.
• Leave balances adjust automatically when new leave entries are added.
• Changing an employee’s rate instantly updates that person’s payroll figures and the overall summary.
Once the template meets those points, I’ll plug in our real data and be ready to go.