Abstract:
Inefficiency in the workplace could be costing valuable people valuable time. In a small business
that is rapidly growing and taking on more work, these inefficiencies can be magnified. The
Accounting Department is so busy with new acquisitions that they do not have time to update
their manual invoicing process that is over eight years old and highly inefficient. This project
examines the understanding of the client contracts, data collection, reviewing and understanding
the invoice process, documenting the process, reconfiguring the invoice spreadsheets, and using
Access for data entry and visualization. In the end, a new Excel workbook is created that
condenses the near 100 worksheets down into 9 tables. The tables are then imported into Access
to allow for meaningful queries, forms, and reports that allow for the final invoices to be
generated.
