Excel Invoice Auto-Sorting Script
Budget: $15 – $25 USD
All of my project invoices live on a single worksheet called “Approved Invoices.” Each row already carries a Service Type entry, and I track well over ten different service categories.
I’d like an Excel-native solution—VBA, Power Query, or another reliable method—that will automatically copy each invoice row into dedicated worksheets named after the Service Type. As soon as I add or edit an invoice on “Approved Invoices,” the relevant category sheet should refresh without any manual action.
Key points
• Source sheet: “Approved Invoices” (structured table).
• Trigger: automatic or one-click refresh—no manual filtering.
• Destination: one worksheet per Service Type; preserve original formatting and formulas.
• Volume: 10+ service categories, with room to grow.
• Deliverables: working Excel file with the automation in place, commented code or step-by-step setup notes, and a brief guide so I can adjust categories later if needed.
A clean, maintainable approach is more important than fancy UI. If you’re comfortable building this kind of Excel automation, I’m ready to get started right away. There are other items i would like to cover as well. They are along the same lines as the original items.
I’d like an Excel-native solution—VBA, Power Query, or another reliable method—that will automatically copy each invoice row into dedicated worksheets named after the Service Type. As soon as I add or edit an invoice on “Approved Invoices,” the relevant category sheet should refresh without any manual action.
Key points
• Source sheet: “Approved Invoices” (structured table).
• Trigger: automatic or one-click refresh—no manual filtering.
• Destination: one worksheet per Service Type; preserve original formatting and formulas.
• Volume: 10+ service categories, with room to grow.
• Deliverables: working Excel file with the automation in place, commented code or step-by-step setup notes, and a brief guide so I can adjust categories later if needed.
A clean, maintainable approach is more important than fancy UI. If you’re comfortable building this kind of Excel automation, I’m ready to get started right away. There are other items i would like to cover as well. They are along the same lines as the original items.