Donation Management Tool by Excel and VBA
Financial XLA created an accounting module in Excel to manage donation information and generate comprehensive donor reports based on time period or donation type. The main database remains secured as users are provided specific fields for input. The Excel Workbook is also password protected to prevent unauthorized personnel from accessing sensitive donor and application information that is specifically used for CRM. This application was created specifically for an NGO and provides “thank you” letters. It permits users to upload databases from Excel, Access CSV files, and upload the data into a master file. Prior to processing, Excel displays the transactions on-screen with review and correction capabilities. An audit trail of modifications permits users to track their changes. FinancialXLA also programmed Excel to check for information accuracy through data validation for specific fields such as date of birth and identity number, and prepare reports with set parameters and criteria.
FinancialXLA is a unique consulting company of two professionals located in Cyprus. Highly qualified team specialize in creating creative and complex business plans, financial models, feasibility studies, investment preliminary proposals and whitepapers in a simplified and logical manner including clear assumptions, drivers, financial statements, valuations, suitable sensitivity analysis, scenarios and dashboards that are easy to understand. FinancialXLA personnel programs a variety of models in Excel and VBA creates financial reports for a diverse number of businesses including, startups, retailers, power plants, farms, manufacturers and other. We have extensive knowledge in advanced formulas, Pivot Tables, Visual Basic Application including preparation of dynamic dashboards, screen layout's, drop-down boxes, generator reports, and charts. Moreover, our team develops financial modules with business valuation methodology & ratios. Working languages: English, Русский, עברית