How would you organize this???

gailc

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Been on a major organize kick this month-most likely due to cold weather.

Anyhow being self employed I made great strides in keeping track of my mileage. I have mapquested and keep track of mileage for all my clients, vendors etc....
But
Its all on about 8 pieces of paper. I'm trying to come up with the best way of organizing this data.

I'm thinking clients alphabetically and the same with vendors. But I have a list of mileage between clients/vendors too. These will be pretty standard routes.
Should I organize those alphabetically too????

If anyone has suggestions that would be great!!

My improvement goal for this year is to update on my outlook calendar monthly so I don't have to spend so much time at the end of the year..

Thanks.
 

sibohan2005

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Alpabetically is good now have you thought of cross referenceing them so that it's all at a glance and you can have the client or vendor in one column the oposeing client or vendor in the next and the mileage between them.

Or was that what you were thinking already.
If that is the case I would go alphabetically with the name of the client or vendor, but make sure it is the "common" like "Sibohan's Meow-mart" rather than somthing complicated like "1010101010 Canada Inc."

The preson your making it for is you... so as long as YOU understand it it's shiney
 

butzie

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I am assuming the you are working with a spreadsheet, I would do this:

Date Begin Mileage End Mileage Client/Vendor code Billable?

That way, you can keep track of mileage per client or vendor by day, so you can sum up by client within date for a given billing period. Most spreadsheets have a feature to "guess" what the code is based on the first few letters typed, so data entry mistakes are somewhat minimized for clients/vendors you bill frequently.
You could add a comments column to describe what went on at client/vendor.

PM me if you have any questions. Be happy to help.
Rosemary
 

dixie_darlin

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Originally Posted by butzie

I am assuming the you are working with a spreadsheet, I would do this:

Date Begin Mileage End Mileage Client/Vendor code Billable?

That way, you can keep track of mileage per client or vendor by day, so you can sum up by client within date for a given billing period. Most spreadsheets have a feature to "guess" what the code is based on the first few letters typed, so data entry mistakes are somewhat minimized for clients/vendors you bill frequently.
You could add a comments column to describe what went on at client/vendor.

PM me if you have any questions. Be happy to help.
Rosemary
I think that's the best way
 
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