Excel Spreadsheet for order and payment tracking

[Eli Weiss]

I am looking for a customized Excel Spreadsheet for order and payment tracking in the appraisal business....

If you created one and willing to share please attached it in a reply.

Thanks in advance.

 

[nauthead]

Try This

Here is what we use. I can't upload the Excel sheet but I can e-mail it to you.

 

[Pilgrum]

What software are you using? If it is AlaMode you may be surprised at the depth of their manager. Or you might look at Quicken, Quick Books or other "off the shelf" programs. Why reinvent the wheel?

 

[dobie]

I am looking for a customized Excel Spreadsheet for order and payment tracking in the appraisal business....

If you created one and willing to share please attached it in a reply.

Thanks in advance.

Actually MS Access is much more appropriate for what you're looking for. Once you set up your database you can customize queries for anything you want the database to tell you.

 

[Eli Weiss]

Here is what we use. I can't upload the Excel sheet but I can e-mail it to you.

Thank You. I’ll PM you my email address.

What software are you using? If it is AlaMode you may be surprised at the depth of their manager. Or you might look at Quicken, Quick Books or other "off the shelf" programs. Why reinvent the wheel?

I have QuickBooks but I am looking for something simple as a Spreadsheet.

I use ACI and aware of ACI track. But I still prefer the spreadsheet layout.

Some have proven their MS Excel/Access skills with creating the 1004MC calculator…..So I figured there must something good out there for managing our business.

 

[CaliforniaNative]

I am looking for a customized Excel Spreadsheet for order and payment tracking in the appraisal business....

If you created one and willing to share please attached it in a reply.

Thanks in advance.

Did you look at the MS templates you can download?

 

[RSW]

Actually MS Access is much more appropriate for what you're looking for. Once you set up your database you can customize queries for anything you want the database to tell you.

That's what I have been using since 1999 and I love it.

 

[Smokey Bear]

PM me with your email. I have one that worked very well for me when I was doing fee work.

 

[VolcanoLvr]

My Excel tracking sheet is very simple. The items below are above each column on a 14inch sheet, in landscape orientation.

I color code each month with a different color. Payment dates/amounts have the field colored to correspond with the particular payment month. This is important because some current payments are for previous month work, so the colors help to ID when payments were rec'd.

Each line represents one order. The columns are totaled each month for the Billing and Payment Income.

The Page X is on the header line. In nearly 6 years self-employed, I'm now up to 19 pages.

This is an easy system to determine if I have prior-appraised a property, although I save reports in my software in ZIP Code folders by date, so that's more reliable and quicker.

File # Insp.Date Rpt Type Form MFG? FHA? Fee Paid Date Amnt. Pd. Street Address City Client Name Page X

 

[Tejus]

It's simple enough to create one. Identify what info you are interested in, create a column for each field and you are good to go.

I have my own version. The primary difference between mine and everyone else's is mine is tightly integrated into my appraisal sw. I have included everything related to my appraisal business and the info is tightly integrated, including assignment info, hours, mileage, type of assignment, fee, status, client list, appraiser list, continuing ed info, license info, etc.

The real value and biggest payback is to have all this info tightly integrated and easily available.

Another nice feature is after you accumulate some assignment history you can analyze your assignment data and look for ways to improve your business.

buene suerto.