Automation script handles three source workbook formats now.
CJ Freelancer / 06 Jun 2026
Project Summary
Automate monthly reporting packs from raw bookkeeping exports.
In Progress
Client
BrightPath Accounting
Contact
Ellen Brooks
Priority
High
Due date
12 Jun 2026
Progress25%
Requirements
Clean source tabs, create summary workbook, and flag missing VAT records.
Task Checklist
Completed task overrides persist in this browser.
| Task | Status | Priority | Due | Action |
|---|---|---|---|---|
Confirm requirements Capture scope, examples, and acceptance criteria for the project. | Done | Medium | 27 May 2026 | |
Build core workflow Implement the main workflow and connect the data needed for the demo. | In Progress | High | 31 May 2026 | |
Client review Collect feedback, answer questions, and agree final changes. | To Do | High | 04 Jun 2026 | |
Final delivery Package the deliverable, document handover notes, and close the project. | To Do | High | 08 Jun 2026 |
Money Status
Quote quote-005
Expires 10 Jun 2026
£540
Invoice invoice-005
Due 11 Jun 2026
£500
Notes
Files
bookkeeping-sample.xlsx
BrightPath Accounting / 24 May 2026
410 KB