Posted by Daniel Suarez on 3/19/08 4:32pm
Msg #239876

Track Your Business

Hello group. First post after reading many along the way. Interesting group we have here.

Just wanted to share something I use to keep track of my business with the newbies (and the rest of you as well :o) )

It's an Excel 2007 Sheet. So, if you have Excel you will be able to use it in order to track your clients, miles, expenses, account receivable, and run a couple of report to help in preparing your taxes at the end of the year.

Just wanted to share. It's free. I do welcome your comments on the tool.

http://www.cdanielsuarez.com/docs.aspx

Daniel

Reply by LisaWI on 3/19/08 5:20pm
Msg #239880

I do like your website. Very informative and nicely put together. One little correction, in a couple of places, I noticed Below is spelled with 2 l's.

Reply by Daniel Suarez on 3/19/08 5:46pm
Msg #239885

I do get sticky fingers ;o)

Thanks.

Reply by aatatusko on 3/19/08 7:30pm
Msg #239898

Looks interesting, too late to take it for a test spin tonight, thanks for making it available, the best part is being able to track your five slowest payers!

Reply by Daniel Suarez on 3/19/08 7:56pm
Msg #239901

You like that?! I have a few I'm going to have to think twice about working with again.

Reply by Daniel Suarez on 3/19/08 8:28pm
Msg #239906

Not shown in the screen shots but the sheet also tells you who your 5 best payers are and the 5 whom have yet to pay....

Reply by Kathy/ID on 3/19/08 8:55pm
Msg #239913

I have a older version of excel and cannot open this file. would it be possible to save it in a older format? I liked the screen shots you posted.

Reply by Daniel Suarez on 3/19/08 9:03pm
Msg #239916

I added a link to a sheet that will open in Excel 97 to 2003. It will loose some of the formating that the 2007 Sheet provides. Take a look and let me know if it works ok since I can't reliably test it.

Reply by Kathy/ID on 3/19/08 9:15pm
Msg #239918

First I would like to say thank you. I have downloaded it and from what I can see so far it all is working. I have not tested all items in it though.

You have put a lot of work into this.

Kathy

Reply by Daniel Suarez on 3/19/08 9:18pm
Msg #239920

Thanks, glad it's working out so far. I worked on it for myself but I welcome any feedback and I'll work on improvements for you.

Reply by Sharon Taylor on 3/19/08 11:14pm
Msg #239932

Microsoft has a FileFormatConverter

When I attempted to open the first file, a message popped up that said there was a file format converter available and would I like to download it. I would, and it took me directly to the Microsoft website and the download page for the converter software.

Reply by Kathy/ID on 3/20/08 9:38am
Msg #239957

Re: Microsoft has a FileFormatConverter

I tried this but it did not work.

Reply by Kathy/ID on 3/20/08 9:52am
Msg #239964

Re: Microsoft has a FileFormatConverter

I downloaded this and when I open the file it is a read only file. It shows that it is password protected. Anyone have any ideas

Reply by Kathy/ID on 3/20/08 11:55am
Msg #239995

Re: Microsoft has a FileFormatConverter

I got it to work

Reply by Andrea Wisniewski on 3/20/08 8:47am
Msg #239947

Do you have a central repository where all notaries can view and post to regarding the paying habits of those who hire us? If so I would love to see it. I personally have been stiffed by people. I have not had any issues that should have caused a reduction in fee to date. (knock on wood) But there are people who have not paid me. Nor do they seem to answer their phone. I have even checked with clerk of courts to determine if a doc was filed and found it was but received none of my payment. It's interesting that notaries are always rated but not the reverse.
If you have information is this available where I could take a look at it?

Reply by Daniel Suarez on 3/23/08 2:56pm
Msg #240374

Re: Added Features/Reports Was: Track Your Business

Happy Easter Everyone!

If anyone reading downloaded the sheet last week I added a couple of reports and increase the number of transactions you can keep track of. I think it made it a little more functional.