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Financial Software Recommendations for Team Collaboration (4)

01-13-2014 12:29 AM #1 Adamw (AMC Alumnus)
Financial Software Recommendations for Team Collaboration

There are about 5 of us working together as a team, things are moving along real well.

Some snags we're having is dealing with reporting and the financials. We have money coming into and out of separate accounts and aff networks all the time, and it's a pain in the ass to manage everything on multiple excel documents.

Anyone have any simple solutions that they use?

01-13-2014 12:41 AM #2 cmdeal (Veteran Member)

Quote Originally Posted by buttonedup View Post
There are about 5 of us working together as a team, things are moving along real well.

Some snags we're having is dealing with reporting and the financials. We have money coming into and out of separate accounts and aff networks all the time, and it's a pain in the ass to manage everything on multiple excel documents.

Anyone have any simple solutions that they use?
Sage

01-13-2014 10:53 AM #3 caurmen (Administrator)

What specific snags are you hitting? Is it a problem with having to enter a lot of data, or issues with people overwriting each others' work on different documents, or spreadsheets getting out of sync, or something else?

01-13-2014 05:17 PM #4 Adamw (AMC Alumnus)

entering a lot of data, keeping track of who spends what, where money is still sitting, where the money is coming in from, splitting up revshare profit share for multiple scenarios :-).

At the moment I simplified it to just a couple summary sheets for each Profit Share Scenario, and pivot data entry sheets so we can make pivot tables off of spend and rev, and then break down profits with the summary sheets.

Wondering if there is something a bit more advance though that does that.

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