This is a difficult project for me to describe as it has many facets, and because ive been working on and off on it Im sure ive forgotten bits and pieces which will come back to me as we progress. For that I apologise in advance.
Connectwise PSA software application is used to enter online tickets for support work. once these tickets are completed they are converted to a connectwise invoice. this invoice contains both labour (by specific tech's) as well as products used.
The only method of extracting any information from Connectwise is via ODBC readonly access which we have achieved and tested via MS Access.
what we need to do is to extract the relevant invoicing information from Connectwise via ODBC insert it into MSAccess, manipulate it and export it to a comma-delimited CSV file in the correct format so we can import it into our accounting program.
We already have the format for the CSV file with working examples, we already have ODBC access, we already have tested the ODBC with MSAccess in read only mode and have already done most of this work, but have run out of time and MSAccess knowledge to complete it.
Example of some of the things which will need to happen if using the MSAccess app we have already started to build :
- We need a small php menu which asks for the 'next invoice number' which we would supply from our accounting program. This number needs to replace the Connectwise invoice numbers in the CSV output.
- Products need to be added to the CSV invoice as a seperate line item.
- exporting to comma delimited CSV via date range needs to be a menu option.
- various tweaks to make the output correct.
- if an agreement exists subtract the hours from the csv output.
Thats all i can think of at the moment that needs to be done.
For the winning bidder. I can provide remote access to show the current MSAccess application and discuss where its up to. The MS Access program can then be taken and used as the basis for the final project.
I honestly think that the winning bidder who is proficient in MS Access would be able to complete this job in a couple of hours.
ive included a screen cap of the current MS access app to give you an idea of what has been done so far so you can see what you'll be working with.
17 freelancers are bidding on average $516 for this job
I will guarantee the perfect results firmly in the fastest time line. I value trust the most. Please suggest a suitable time for discussion. Thank you for your time and consideration. Sincerely