Glabow Wrote:
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> Interesting question. My columns read Month, under
> which I put the date; time; company; assignment
> (shop number); location; summary; fee; notes;
> status; amount; OOP (out of pocket); total; paid;
> made; expenses; mileage; and for the first two or
> three months of each year a column titled prior
> year.
> Prior year gets dollar amounts for shops done in
> the prior year. That's income for the current
> year. The total column is sum of fee and OOP. The
> made is the difference of total and paid. For
> status I use S(scheduled), C(completed), P(paid),
> X(failed, no pay). I color code shop lines for
> status S, C, and P/X so I notice what is coming up
> or is done. I keep rows in order by date (month
> column).
> I can find just about anything searching this data
> (by MSP, date range, fee amount, job number, etc.
> I have a sheet for totals of various columns that
> gives me the information I need for taxes each
> year. I get the total fees, OOP, paid, expenses,
> mileage, previous year, and amount made. It
> calculates the rate for mileage and I end up with
> 10 lines of summary data that I put into my tax
> forms.
> After tax time I print out the whole workbook and
> file it away. For the little bit of time it takes
> me to enter jobs and then update them when
> shopped, it gives me peace of mind.
okay, let's try this:
VISIT DATE: 120331 (two digit year/month/day) (TIME optional)
JOB ID #: 123456
COMPANY/CLIENT NAME: Franz Mystery Shopping/McDonalds
ADDRESS/PHONE: 123 Main Street, Chicago, Illinois 60606 (773-645-2200)
MILEAGE: 20
FEE: $10.00
OOP EXPENSES: $1.00
TOTAL FEE/OOP: $11.00
DATE PAID: 120502 (two digit year/month/day)
GUIDELINES/NOTES: Camera required/Manager looked suspicious
will this work? each year/month/week/day page will have a subtotal.
Edited 1 time(s). Last edit at 03/31/2012 12:31PM by vince.