Client Payment Tracking & Reconciliation Database
Budget: $250 – $750 CAD
I'm looking for a professional to create a database that tracks client payments and reconciles these with my monthly bank statements.
Key Features:
- Track Payment History: Monitor and record every transaction for each client.
- Manage Contact Details: Keep an updated list of clients' contact information.
- Record Invoice Details: Store and track details of invoices sent to clients.
- Monthly Reconciliation: Automate the process of cross-checking the database with the bank statements every month.
See attached requirements.
Ideal Skills:
- Proficiency in database design and management.
- Experience with client payment tracking systems.
- Knowledgeable in monthly bank reconciliation processes.
- Familiar with handling sensitive financial data securely.
Key Features:
- Track Payment History: Monitor and record every transaction for each client.
- Manage Contact Details: Keep an updated list of clients' contact information.
- Record Invoice Details: Store and track details of invoices sent to clients.
- Monthly Reconciliation: Automate the process of cross-checking the database with the bank statements every month.
See attached requirements.
Ideal Skills:
- Proficiency in database design and management.
- Experience with client payment tracking systems.
- Knowledgeable in monthly bank reconciliation processes.
- Familiar with handling sensitive financial data securely.