Create an Account Mapping Software Interface within Excel using Excel VBA -- 2
Budget: $750 – $1,500 SGD
Requirements:
As our existing Software is created using EXCEL VBA, we require the use of EXCEL VBA.
**(other programming language can be used provided that there is no compatibility issue when it comes to combine the mapping software with our existing Software created using EXCEL VBA)
What the project will entail:
1. Creating an Account Mapping Interface
a. There will be a sheet where a list of accounts will be imported in. The accounts will have account code, account description and account amount.
b. The accounts will need to be able to be mapped into groups/subgroups through the account mapping interface
c. The mapping interface will need to store the mapping for codes into groups/subgroups
d. Whenever new accounts are imported into the software, the software will recognize previously mapped codes and automatically map them to their groups/subgroups.
e. Unrecognized codes will be highlighted in the interface for users to map them.
2. Defining the treatment for each account according to their groups/subgroups
a. When adding/editing a group/subgroup, there should be a section to select category
b. Categories will be defined by us
c. The Category chosen will determine where the account information is copied to in our existing excel software (e.g. category 1, account description paste into sheet 2 column 1, account amount paste into sheet 2 column 3).
d. There will need to be a button to execute and copy/paste the account details to their respective sheets/columns.
Process Flow:
- A list of accounts with account codes will be provided by the client.
- Within the excel software, the list will be imported into a sheet.
- Open up the account mapping software to assign the accounts to groups/subgroups
- The software will store the mapping of codes to their groups/subgroups, so when a new list of accounts is imported, if the codes match the mapping, it will automatically map those codes to their respective groups.
- If there are accounts which do not fall into any of the groups, software is able to create group/subgroup
- When creating a group/subgroup, user will be able to choose a category
- The category (defined by us) will determine the treatment of the account in the excel software (e.g. category 1, account description paste into sheet 2 column 1, account amount paste into sheet 2 column 3).
- When done with the mapping, click on execute to copy/paste the account details to their respective sheets/columns.
Duration of Project:
1 month
BUDGET:
SGD $800
As our existing Software is created using EXCEL VBA, we require the use of EXCEL VBA.
**(other programming language can be used provided that there is no compatibility issue when it comes to combine the mapping software with our existing Software created using EXCEL VBA)
What the project will entail:
1. Creating an Account Mapping Interface
a. There will be a sheet where a list of accounts will be imported in. The accounts will have account code, account description and account amount.
b. The accounts will need to be able to be mapped into groups/subgroups through the account mapping interface
c. The mapping interface will need to store the mapping for codes into groups/subgroups
d. Whenever new accounts are imported into the software, the software will recognize previously mapped codes and automatically map them to their groups/subgroups.
e. Unrecognized codes will be highlighted in the interface for users to map them.
2. Defining the treatment for each account according to their groups/subgroups
a. When adding/editing a group/subgroup, there should be a section to select category
b. Categories will be defined by us
c. The Category chosen will determine where the account information is copied to in our existing excel software (e.g. category 1, account description paste into sheet 2 column 1, account amount paste into sheet 2 column 3).
d. There will need to be a button to execute and copy/paste the account details to their respective sheets/columns.
Process Flow:
- A list of accounts with account codes will be provided by the client.
- Within the excel software, the list will be imported into a sheet.
- Open up the account mapping software to assign the accounts to groups/subgroups
- The software will store the mapping of codes to their groups/subgroups, so when a new list of accounts is imported, if the codes match the mapping, it will automatically map those codes to their respective groups.
- If there are accounts which do not fall into any of the groups, software is able to create group/subgroup
- When creating a group/subgroup, user will be able to choose a category
- The category (defined by us) will determine the treatment of the account in the excel software (e.g. category 1, account description paste into sheet 2 column 1, account amount paste into sheet 2 column 3).
- When done with the mapping, click on execute to copy/paste the account details to their respective sheets/columns.
Duration of Project:
1 month
BUDGET:
SGD $800