Assuming a proper database management system (e.g., BigQuery) is used to store input data in Step 1, are there any Python programs out there for automating the workflow outlined below?
For context, I am not a software developer by trade and currently use Excel to handle the following invoicing workflow:
The problem here really pertains to the time and work required to complete Step 4 (currently an entire workday), which increases linearly as the number of clients increases.
For context, I am not a software developer by trade and currently use Excel to handle the following invoicing workflow:
- Store all client booking & utility data for multiple properties;
- Calculate appropriate utility charges due for each individual client;
- Pull the data & calculations to a well-formatted “Utility Statement” tab within the same Excel workbook (changing the client name will automatically update the calculations); and
- For every single client: (i) calculate the applicable charges (by pasting in the client name), (ii) export the output as a PDF, and (iii) email the PDF to the appropriate client
The problem here really pertains to the time and work required to complete Step 4 (currently an entire workday), which increases linearly as the number of clients increases.