Access or excel or .............?

Hi, I am trying to work out how I can successfully have figures taken from our accounts payable entries and copied against particular jobs, ideally we need to be able to have a budget showing in each job which would be entered manually.I am not sure whether to start with excel or access or something completely different.Can anyone help please?

geek_marcoprincipal, Mar 2, 9:12 am

Excel.

geek_lythande1, Mar 2, 11:10 am

LibreOffice Calc (free, cross platform)

geek_r.g.nixon, Mar 2, 11:19 am

Thank you.Will get on with nutting it all out!

geek_marcoprincipal, Mar 2, 2:49 pm

How well do you know Access?
Great program once you know how to build a database but the average Joe Blow should just stay with Excel

geek_eurika, Mar 2, 4:10 pm

MYOB

geek_gyrogearloose, Mar 2, 5:06 pm

This site is excellent for the Excel user that needs a bit of help with formula or wanting answers on how to achieve a specific result. www.techonthenet.com/excel/formulas/index.php

geek_sapper1, Mar 2, 8:26 pm

Hi, I am trying to work out how I can successfully have figures taken from our accounts payable entries and copied against particular jobs, ideally we need to be able to have a budget showing in each job which would be entered manually.I am not sure whether to start with excel or access or something completely different.Can anyone help please!

geek_marcoprincipal, Mar 3, 9:12 am

Funnily enough I am having to do this beacuse we have upgraded from our very basic accounting package (which did this) to MYOB.The only way i can figure to do it in MYOB is by clogging up the chart of accounts with loads of sub accounts, and a whole lot of information the accountant does not need or want to sort through!

geek_marcoprincipal, Mar 3, 11:14 am

thank you everyone for your help though, it is on the back burner today as I have to do some other stuff more importantly.no doubt I will be back to ask another dumb question though lol

geek_marcoprincipal, Mar 3, 11:15 am

How well do you know Access!
Great program once you know how to build a database but the average Joe Blow should just stay with Excel

geek_eurika, Mar 3, 4:10 pm

I thought I'd try and have ago at Access to keep track of purchases, sales and stock levels for a growing Catalogue.After a week of stuffing around, I reverted to Excel and cracked everything I needed in about 4 hours.

It is a very powerful programme and although I only scratch the surface, I'd be absolutely lost without it now.

Access has its devotees and it is no doubt a brilliant programme, but I found it far too inflexible and very frustrating for what I wanted.

The "Lookup" function in Excel was my "Golden Key" and unlocked everything I needed.

geek_socram, Mar 3, 7:01 pm

Excell will definitely be easier.
Personally I reckon access would be better(but harder) - already have key and you can create forms for easy data entry - (could be too steep a learning curve if you're busy).
Either way don't sweat it too much, easy to import into access or export to excell if you change your mind.

geek_dimacka, Mar 3, 8:46 pm

Excel is NOT a good database. Access is a true relational database and is far more powerful. Obviously the learning curve is steeper but if you stick with it you can create a proper dbase application.
Excel is a simple way to store a set of data, but Lookup is extremely limited and you will have a great deal of difficulty later in trying to manage a complex set of data (let alone print it out!)
Give access a crack, I reckon in a week you will be able to create your own tables, forms and reports.

geek_gdm, Mar 3, 9:27 pm

From memory. lists menu, jobs. Reports menu, accounts tab, has job reports.

geek_wotz_it_2_ya, Mar 3, 9:27 pm

So far I have managed perfectly well without Access - but believe me, I did try!.

Using the look up, I run my race series handicap system successfully by just keying in the car numbers.

I can also create race meeting programmem scrutineers and signing on sheets and race grids from all drivers entering a meeting, plus the programme, all on Excel.

Even the Awards dinner table plans uses the same data...

Trying to add and number records in Access for invoicing from my consulting business drove me barmy, yet it works perfectly well with Excel, even to producing monthly and annual accounts and GST returns in seconds.

As mentioned above, stock control of another business is a breeze and invoicing in Excel for sales works in tandem with the Consulting as it kis all under the same trading name..

I have developed and run a medium sized (nationally known) company on Excel with interlinked Production Planning, (down to Critical Capacity Planning by machine), product design, Product costing, Bills of Labour from an Operations library with over a thousand operations, and Bills of Material, Labour Cost Control and Managment controls, even to export to an off site wages system -a fully operational MRPII system in fact on acompany server, that would probably cost well over $100,000 if buying an off the shelf package - all on Excel and developed by working as Operations Manager with a million other jobs to do.And I am not a specialist or an expert either.... All self taught by dipping into an Excelmanual - remember manuals?

I have yet to find anyone other than a real specialist who could master Access - or who needed to - or could help me when I got stuck.

geek_socram, Mar 3, 10:50 pm

access is obviously a better option for a database, especially if you want to create complex calculations with greater reliability and accuracy... excell on the other hand is lightweight in the context of a database, i would use excell for budgets or a questionare or something, but i would definately use access for database operations... however the learning curve for access is steep, probably easier and possibly cheaper to pay a professional to do it...

geek_ma2ts01, Mar 3, 11:51 pm

I thought I'd try and have ago at Access to keep track of purchases, sales and stock levels for a growing Catalogue.After a week of stuffing around, I reverted to Excel and cracked everything I needed in about 4 hours.

It is a very powerful programme and although I only scratch the surface, I'd be absolutely lost without it now.

Access has its devotees and it is no doubt a brilliant programme, but I found it far too inflexible and very frustrating for what I wanted.

The "Lookup" function in Excel was my "Golden Key" and unlocked everything I needed.

geek_socram, Mar 4, 7:01 pm

Excell will definitely be easier.
Personally I reckon access would be better(but harder) - already have key and you can create forms for easy data entry - (could be too steep a learning curve if you're busy).
Either way don't sweat it too much, easy to import into access or export to excell if you change your mind.

geek_dimacka, Mar 4, 8:46 pm

So far I have managed perfectly well without Access - but believe me, I did try!

Using the look up, I run my race series handicap system successfully by just keying in the car numbers.

I can also create race meeting programmes scrutineers and signing on sheets and race grids from all drivers entering a meeting, from a master list plus the programme, all on Excel.

Even the Awards dinner table plans uses the same data!

Trying to add and number records in Access for invoicing from my consulting business drove me barmy, yet it works perfectly well with Excel, even to producing monthly and annual accounts and GST returns in seconds.

As mentioned above, stock control of another business is a breeze and invoicing in Excel for sales works in tandem with the Consulting as it is all under the same trading name/GST number ut using a slightly different blank.

I have developed and run a medium sized (nationally known) company on Excel with interlinked Production Planning, (down to Critical Capacity Planning by machine), product design, Product costing, Bills of Labour from an Operations library with over a thousand operations, and Bills of Material, Labour Cost Control and Managment controls, even to export to an off site wages system -a fully operational MRPII system in fact on a company server, that would probably cost well over $100,000 if buying an off the shelf package - all on Excel and developed by working as Operations Manager with a million other jobs to do.And I am not a specialist or an expert either. All self taught by dipping into an Excelmanual - remember manuals!

I have yet to find anyone other than a real specialist who could master Access - or who needed to - or could help me when I got stuck.

IMHO, Excel is powerful enough and generally, easy enough to get it to do just about anything, but if you run a big business or want a range of fancy reports and have a straight forward structure, Access is designed for it.

geek_socram, Mar 4, 10:50 pm