Find Jobs
Hire Freelancers

Customer Client Statements from Excel Spreadsheet

$250-750 USD

Closed
Posted about 11 years ago

$250-750 USD

Paid on delivery
How good are you guys at Excel? We have the ability to export all client accounts to an excel sheet each quarter but from here we would need a custom Mail merge that would allow it to take that excel sheet and translate it to customer statements. If it were a simple one account per person I can do that mail merge no problem, but some clients may have 1-6 accounts. Each client has an identifying client #, but the spouse would have a separate one. I know it can be done, but it is beyond my realm Example ID First Last Account Name Account Number Amount 1 John Anthony Allianz 12345 $100,000 1 John Anthony Curian 98765 $50,000 2 Alta Anthony Allianz 22222 $200,000 3 Chris Kirk Allianz 55555 $100,000 A mail merge would have to be created to look like this ------------------------------------------------------------------------------------------------- John Anthony Allianz 12345 $100,000 Curian 98765 $50,000 Alta Anthony Allianz 22222 $200,000 Household total $350,000 ------------------------------------------------------------------------Page break Chris Kirk Allianz 55555 $100,000 Household Total $100,000 -------------------------------------------------------------
Project ID: 4417771

About the project

28 proposals
Remote project
Active 11 yrs ago

Looking to make some money?

Benefits of bidding on Freelancer

Set your budget and timeframe
Get paid for your work
Outline your proposal
It's free to sign up and bid on jobs
28 freelancers are bidding on average $309 USD for this job
User Avatar
I can provide very easy solution to you.....Lets discuss.
$288 USD in 3 days
4.9 (252 reviews)
6.8
6.8
User Avatar
Such jobs are my daily practice. Please, see PMB for a working sample! Regards!
$250 USD in 1 day
4.9 (64 reviews)
5.7
5.7
User Avatar
I have gone through your project details. The job is clearly understood. I will create account-wise statement using mail-merge exactly as per your sample. Ready to start. Thanks!
$250 USD in 3 days
4.9 (22 reviews)
5.3
5.3
User Avatar
I am an expert in delivering custom scripts and like to deliver the project
$525 USD in 3 days
5.0 (16 reviews)
5.2
5.2
User Avatar
Let's do it. Please check private message
$250 USD in 2 days
5.0 (15 reviews)
4.9
4.9
User Avatar
Good day! I am interested in your project. Please check my private message that would follow this one for a few clarifications I need before I can confirm my project fee and estimated time of completion. Thank you.
$500 USD in 7 days
5.0 (4 reviews)
4.1
4.1
User Avatar
Definitely can be done, but it will require a macro-enabled workbook. That might be better as a separate file that read your account sheet as an input. We will have to discuss how each "household" is identified, whether by address or what. This is something we should do BEFORE going to contract. If there is no reliable link it might not be possible, and we can save the costs of starting a project that goes nowhere. Please see the attached note.
$275 USD in 6 days
5.0 (15 reviews)
3.9
3.9
User Avatar
Hi, Programmer with 8 years experience. Check your message for more details
$250 USD in 3 days
5.0 (5 reviews)
3.5
3.5
User Avatar
Please see a user friendly solution on PMB. regards
$275 USD in 4 days
3.8 (2 reviews)
4.2
4.2
User Avatar
Dear abstractls: I have experience creating several similar applications in Excel. Please see my Portfolio and Feedback history for more information. How may I make this the best bid for you? Thank you, Charlene Wright.
$275 USD in 3 days
5.0 (4 reviews)
2.8
2.8
User Avatar
Hi, Nice project that can be done easily without the mail merge. I can create specific VBA code that process these statements in the way you described. If needed, I can even add code that will save/mail these statements automatically, probably at a lower cost than proposed. Thanks, Exopad
$250 USD in 3 days
5.0 (2 reviews)
1.6
1.6
User Avatar
READY TO DO THIS!
$275 USD in 5 days
0.0 (0 reviews)
0.0
0.0
User Avatar
Sounds easy, and there are several approaches that we can use, depending on your preferences. I'm a professional software developer proficient in programming languages like Java as well as scripting for Microsoft apps like Excel and Access. See private message for more details!
$350 USD in 3 days
0.0 (0 reviews)
0.0
0.0
User Avatar
Hi Please see my PM
$350 USD in 3 days
0.0 (0 reviews)
0.0
0.0
User Avatar
I can start immediatly. Thanks
$250 USD in 3 days
0.0 (0 reviews)
0.0
0.0
User Avatar
I can do it very well. send me your project details.
$250 USD in 10 days
0.0 (0 reviews)
0.0
0.0
User Avatar
I'm fast and I take pride in my work. You'll love working with me.
$250 USD in 3 days
0.0 (0 reviews)
0.0
0.0
User Avatar
I'm working in finance field and i love excel.I can deliver you the project with accuracy and on time, so give me the opportunity.
$250 USD in 5 days
0.0 (0 reviews)
0.0
0.0
User Avatar
I am ready to work with you. If you give this opportunity to me i will do my level best.
$522 USD in 3 days
0.0 (0 reviews)
0.0
0.0
User Avatar
I do my best
$500 USD in 3 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of UNITED STATES
Mount Airy, United States
0.0
0
Member since Apr 10, 2013

Client Verification

Thanks! We’ve emailed you a link to claim your free credit.
Something went wrong while sending your email. Please try again.
Registered Users Total Jobs Posted
Freelancer ® is a registered Trademark of Freelancer Technology Pty Limited (ACN 142 189 759)
Copyright © 2024 Freelancer Technology Pty Limited (ACN 142 189 759)
Loading preview
Permission granted for Geolocation.
Your login session has expired and you have been logged out. Please log in again.