Client: Account Follow-Up
Platform: MS Access (split accdb)
Delivery Date: July 2014
Project Description: Manager wants to track staff activity, bring outstanding invoices to staff attention, and access productivity reports.
Features: Staff can enter a new invoice and its related information, or select from a list; application records time spent working invoice and allows staff to record notes and request a reminder at a specified future time. A subform shows previous notes made and actions taken on the selected invoice. Application creates reminder list, saves to desktop, and emails to staff member and manager upon staff login. Managers can view a list of invoices being worked, remove invoices from the active list, add data from staff timesheet to compare to time spent, edit lookup tables, and access reports on invoice aging and staff productivity.
Add an invoice:
Select an invoice:
Phase 2: An add-on application that will enable staff to submit invoices to manager for write-off, notify appropriate manager, record manager approval, and output reports.