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Microsoft Office

Automated invoicing from Outlook to Quickbooks

9th February 2012

Automated invoicing from Outlook to Quickbooks Problem: 3 Members of staff are recording chargeable work carried out on behalf of customers as outlook task items. At the end of the month tasks carried out for each customer were manually counted, a rate applied to the catoegory of work and the res... Read more

Automated invoicing from Outlook to Sage

9th February 2012

Automated invoicing from Outlook to Sage As part of the Springboard IT Quote Assistant product billable actions for a job are stored as tasks in Outlook. When a job needs invoicing a charge for each action is needed. The charge defaults to the quoted amount but is editable to cope with any changes.... Read more

Automatic Emailing of invoices from Sage and Quickbooks

9th February 2012

Automatic Emailing of invoices from Sage and Quickbooks Automatic Emailing of invoices from Sage and Quickbooks... Read more

Automatic updating of Web Site product data: multiple sources including Sage, Spicers, Vow, Cromwell, Antalis McNaughton

9th February 2012

Automatic updating of Web Site product data: multiple sources including Sage, Spicers, Vow, Cromwell, Antalis McNaughton Automatic updating of Web Site product data: multiple sources including Sage, Spicers, Vow, Cromwell, Antalis McNaughton... Read more

Automation of order processing from Web Sites

9th February 2012

Automation of order processing from Web Sites Many organisations with e-commerce web sites hold no stock and wholesalers deliver straight to the final customer on behalf of the seb site. Many e-commerce sites produce emailed confirmations of the order, one to the customer and another to the web sit... Read more

Combining access data and quickbooks data in Excel using user defined functions

9th February 2012

Combining access data and quickbooks data in Excel using user defined functions Problem: Managing customer specific pricing in a fast moving market to ensure that margins are maintained even when sales may be in different units (Imperial and Metric) Solution: Use user defined functions (programm... Read more

Creating Job Numbers from Mobile Phones via Email

9th February 2012

Creating Job Numbers from Mobile Phones via Email Problem: As part of the Springboard IT Quote Assistant product, a client needed the abillity to allow for workers on the road to be able to email from their mobile phones to SQA to request a new job number. This would allow the job to billed in th... Read more

Credit Control Communication using Sage and Orbis

9th February 2012

Credit Control Communication using Sage and Orbis Credit Control Communication using Sage and Orbis... Read more

Generating automated text messages via DynMark e-txt

9th February 2012

Generating automated text messages via DynMark e-txt Problem: A client had a customised solution capturing information for communication to their customers, mainly via email but urgently by SMS text as well. That information was being cut and paste into DynMark e-txt web solution and mobile phone ... Read more

Moving data capture from Excel to SharePoint

9th February 2012

Moving data capture from Excel to SharePoint Moving data capture from Excel to SharePoint... Read more

Processing Destiny Pen data (Digital Paper Capture) into Excel

9th February 2012

Processing Destiny Pen data (Digital Paper Capture) into Excel Processing Destiny Pen data (Digital Paper Capture) into Excel... Read more

Purchase Order authorisation in SharePoint

9th February 2012

Purchase Order authorisation in SharePoint Problem: Employees have to go through a series of levels of authorisation before a purchase order can be raised. Filling out these purchase orders manually and having to wait for further authorisation before it can be released proved to be a timely proce... Read more

Purchase Order production from Outlook

9th February 2012

Purchase Order production from Outlook Purchase Order production from Outlook... Read more

Sales Tracking Data Capture moved from Excel to SharePoint.

9th February 2012

Sales Tracking Data Capture moved from Excel to SharePoint. Problem: Tracking of Sales opportunities is done via an Excel Spreadsheet, the Company has grown and now more than one person needs to update the Spreadsheet. People forget to exit the Spreadsheet after updating and leave the office - "Wh... Read more

Timesheet authorisation system in SharePoint

9th February 2012

Timesheet authorisation system in SharePoint Problem: Timesheet information from employees taking one person hours and hours to collect, receive authorisation from managers, collate for wages and do input for project reporting purposes. Solution: Use SharePoint to allow Employees to create the... Read more

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