Hi,

I just set up a tiny business and need a bit of help. I'd like to use
a software program to keep track of the following:

SUPPLIERS:
invoice number
name of supplier
cost of order
size of order
cost of freight
duty
gst
broker charges
date order completed
date order arrived
date order placed
total cost of order
method of payment
date of payment


SALES:
model #
invoice #
customer name
customer email
customer phone
customer address
invoice price
price sold 
discount
method of delivery
tracking number
cost of delivery
payment method
terms of payment
date shipped
salesperson
commission paid
method of sale
pst
gst
fees/expenses related to sale


EXPENSES:
warehouse
shows
misc.
gas
vehicle rental
accountant
bank fees
phone bills
salaries
printing


COMPANY INFO:
bank balance checking acct
bank balance savings account
accounts payable
accounts receivable
loans taken (and from who and when and what amount....maybe this
should be a separate category)
taxes due
tax refund owed
assets
liabilities 
shareholders equity


This is the gyst of what I need to follow, and I'd like to do it on a
monthly basis. If someone can make all this out in a cool Excel
spreadsheet, I'd appreciate it. You can change some of the
subcategories around and use formulas if it's logical, it's up to you
since I'm no expert. The nicer it looks and the easier it is to use,
the bigger the tip (up to a $25 bonus---i'm not a rich man!). E-mail
me if you have ANY questions. Thanks.

---

Request for Question Clarification by hummer-ga on 12 Aug 2004 07:33 PDT

Hi xcvbnm,

If you are asking someone to make custom Excel templates for you, I
don't think the amount you've offered would cover the time needed to
create something suitable for your business. However, there are many
programs already available and Microsoft offers a reasonably priced
set of templates that should get you well on your way.

Excel templates for small business management & administration $49.95:
"These templates require the OfficeReady template browser. Prior to
using these Excel templates you must install either OfficeReady Pro,
OfficeReady Sampler (FREE version)."
http://templatezone.com/microsoft-templates/business-forms-excel-templates.asp?CID=178

OfficeReady Professional 3.0 Sampler:
"OfficeReady Sampler Edition also supports the installation of
Template Packs from TemplateZone - a great way to add additional Word,
Excel, and PowerPoint templates. As a bonus, after any Template Pack
is installed into OfficeReady Sampler, the PDF writer will be fully
enabled from that point forward."
http://templatezone.com/downloads/download.asp?download=1&pid=95&CID=178

If you find this to be a suitable solution, I would be happy to post
it as an answer (just post a clarification request to let me know). I
understand that you may want to lower your offer of $50 and that would
be fine with me (you can change the price of this question as long as
it's not answered yet). If you'd prefer to leave your question open as
is, that's fine too - perhaps another researcher will like to take up
the challenge of creating something for you.

Regards,
hummer

Buy quickbooks.  Doing accounting in Excel is hardwork.

The free download called MyInvoicing might give you a good start:
http://www.theofficeexperts.com/downloads.htm#ExcelDownloads

:)