Completed

MSAccess based ODBC Data manipulation and export application build.

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.

Summary :

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.

Skills: Microsoft Access

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About the Employer:
( 5 reviews ) Hampton Park, Australia

Project ID: #13341462

Awarded to:

royalcalif

Hi Mr. Employer I have lot of experience in Access and I can do this project in effective manner with 100% accuracy report to your requirements. See Below video as my earlier work with Access. Email sending with MS Ac More

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please show the base and clarify time for details discussion

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huongth

Hi. I am an expert in VBA, VBScript, Visual Basic, C#, C, C++, ASM, Delphi, Java, iMacros, Flash, ASP, ASP.NET, Access, MySQL, MSSQL, QuickBooks, Oracle. I can create auto scripts to scrape websites, auto click, format More

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swarm22

I am ms access developer and vba programmer. I have work with various datasets. I will start immediate to work on this project .

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allwriter4u

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CLookingForC

Hi, assuming you really only need this (quoted from your listing) "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 More

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detaylor0453

Greetings, Thank you for reviewing my proposal! Please see my profile for my credentials and samples of my work. The project you describe seems manageable within this budget. I expect that it could be delivered More

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SnowSea5

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

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pnjadhav

Please review my profile I am working with skills that you required for this job from 15 years. I am working with MS Access,Excel,MS SQL and VBA from long time. I can definitely help you in this job, to make your d More

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sabreenis35

i have excellent experience in Access, i can make database access,connect to ODBC,import to CSV FILE and extract the invoice information from ODBC CONNECTION,insert into access,edit it make qureies -next invoice More

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drudev

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srinichal

Looking forward to discuss more details about the project and deliver the same to your specifications

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