client database

I have collected and reported information using msexcel. I have now created these tables in access and i need to have these adjusted to create:

1. data entry forms,

2. some basic reports (already designed in excel)

3. we will need to run the 'front end' on machines which will not have ms access installed.

The types of data are arranged in a few simple sources...

1. Family Group: (Client) information (this is maintained using Solve 360) so is a straight forward import.

2. Client Entities i.e. individuals, super funds, family trusts which relate. Each Family Group can have many Client Entities

3. Client Entity assets and liabilities: Each Client Entity can have many Assets and Liabilities, also the Asset and or Liability may have many Entities which own the asset.

4. Insurance Policies: insurance policies will have an owner (Entity) and a life insured (an Entity)

5. Goals and objectives: each Family Group will have many goals and objectives

6. RCTI Table: income is received from insurance policies, investment accounts, invoicing etc, all of which is recorded and tracked. Each account or insurance policy will relate to an Entity.

Habilidades: Microsoft Access

Ver más: database client, client database, ms access data entry forms, microsoft excel group, microsoft access data entry forms, access group, 3 types of data entry, super excel, policy insurance, msexcel, investment database, group policy, access reports data entry, using access asset database, microsoft excel account, excel access table, microsoft client, create access database reports, create simple access database, excel access import data, excel import access, excel import data access, invoicing database using access, table entity, insurance microsoft database

Información del empleador:
( 1 comentario ) Casuarina, Australia

Nº del proyecto: #1734236

Adjudicado a:


Professional software developer with over 12 years experience. Please see PM.

$475 AUD en 14 días
(30 comentarios)

14 freelancers están ofertando el promedio de $428 para este trabajo


Advanced MS Access developer here. Please have a look on my profile thanks

$750 AUD en 10 días
(46 comentarios)

Hello. We are an German IT Company with team of 3 dedicated professionals in developing MS Excel\Access applications based on the VBA programming. Please check your PMB.

$700 AUD en 14 días
(7 comentarios)

Over 8 years of MS Access experience

$600 AUD en 10 días
(9 comentarios)

12+ years of Access/VBA development. Please see the PM for comments

$375 AUD en 6 días
(7 comentarios)

I have experience in this project, hope to work with you in this project

$250 AUD en 10 días
(11 comentarios)

Hi, I am ready to work with you in the project

$250 AUD en 7 días
(2 comentarios)

My name is George Panko, dba The Immaculate Collection. Since 2001, I have specialized in designing, developing, and maintaining MS Access databases. I am presently a corporate database engineer specializing in MS Acc Más

$250 AUD en 5 días
(0 comentarios)

I have read your description and the estimated days of completion will largely depends on your choice of front end - Excel will be considerably easy to develop whereas other choice such as web-based will take longer an Más

$650 AUD en 5 días
(0 comentarios)

Hi, Please check your personal mail box.

$260 AUD en 15 días
(0 comentarios)

Please see your PM for detail

$300 AUD en 10 días
(0 comentarios)

Hi, I have more than 10 years experienced working with MS Access, developed several DB systems like payroll, accounting, sales estimation and service db systems. Please let me know the details and I will send you sampl Más

$250 AUD en 5 días
(0 comentarios)

hi! i have very big experience in work with access. i will do it fast.

$250 AUD en 4 días
(0 comentarios)

Please provide details. I work daily with Microsoft Access since 1997.

$500 AUD en 5 días
(0 comentarios)

Let's do it.

$500 AUD en 7 días
(0 comentarios)