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What is Invoice Manager for Excel?
The Invoice Manager for Excel transforms conventional spreadsheet templates into a sophisticated billing platform backed by a robust database. It leverages a powerful .NET and WPF framework, ensuring seamless integration with Microsoft Excel, which enables users to link customizable front-end worksheets to a secure database setup.
This innovative tool allows individuals to retain the creative flexibility and computational power of standard Excel formulas while optimizing essential accounts receivable functions.
Notable Features Include:
Over 400 Customizable Templates: Personalized designs for invoices, quotes, and purchase orders.
In-Cell Smart Pickers: Effortlessly search and retrieve client profiles and product details.
Audit Controls: Enhanced accuracy via automated invoice numbering sequences.
Streamlined Workflow: Simplified communication with easy PDF exports and direct email options.
Receivables Management: Integrated payment tracking and aging reports for efficient cash flow oversight.
Deployment Options:
Available through multi-device subscriptions on the Microsoft Marketplace, a free lite version as a web add-in is also provided. Users have the opportunity to explore various subscription plans tailored to their specific requirements, ensuring that everyone can find a suitable option. This flexibility in deployment enhances user accessibility and satisfaction.
What is Formula Manager for Excel?
Formula Manager for Excel serves as a powerful desktop add-in designed to boost productivity by streamlining the auditing of spreadsheets, simplifying bulk formula creation, and facilitating the management of defined names.
Available through a dedicated ribbon tab in Excel, it transforms the maintenance of intricate financial models and large datasets. Users can explore a central Explorer window equipped with a searchable grid displaying all defined names, range formulas, and table names. Moreover, the tool features "Referred By" and "Refers To" panels that allow for quick tracking of dependencies across different worksheets. Its advanced diagnostic capabilities enable users to sift through metadata to detect issues like #REF! errors, hidden ranges, 3D references, and unused names efficiently.
With Formula Manager, users can accelerate their modeling tasks through pattern-based batch naming options (such as Region??), execute bulk scope modifications, and take advantage of a secure export/import grid workflow, which includes automated syntax checks.
A trial version is accessible for a week from the Microsoft Store and for thirty days through the Microsoft Marketplace, permitting users to evaluate its features firsthand. In summary, this add-in significantly enhances both the efficiency and precision of Excel-related projects, making it an invaluable tool for data professionals. Furthermore, its user-friendly interface ensures that both new and experienced users can navigate its functionalities with ease.
Media
No images available
Media
No images available
API Availability
Has API
API Availability
Has API
Pricing Information
$5.99/month/user
Free Version
Free Trial Offered?
Pricing Information
$2.39/month/user
Free Version
Free Trial Offered?
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Uniform Software Limited
Date Founded
2008
Company Location
United Kingdom
Company Website
uniformsoftware.com/invoice
Company Facts
Organization Name
Uniform Software Limited
Date Founded
2008
Company Location
United Kingdom
Company Website
uniformsoftware.com/formula-manager
Categories and Features
Billing and Invoicing
Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator
Categories and Features
Spreadsheet
Analytics
Audit Trail
Calculators
Charting
Multi-User Collaboration
Templates