Build an Excel Invoice Allocation Tool

Posted last week

Worldwide

Summary

I'm looking for an Excel expert to build an invoice allocation tool. I have an asset list containing details such as fund, asset name, country and capacity. The spreadsheet should allow me to enter an invoice amount and automatically calculate how much should be allocated based on the asset data. I need to be able to: Enter an invoice amount. Split the invoice by Fund or Geography. Produce a clear breakdown showing how much should be invoiced to each Fund or Geography. Easily update the spreadsheet when a new asset list is provided. The spreadsheet should be easy to use, well organised and fully automated using Excel formulas. If you've built similar allocation or financial spreadsheets before, please include examples.

  • Less than 30 hrs/week
    Hourly
  • 1-3 months
    Duration
  • Expert
    Experience Level
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
Microsoft Excel
Data Entry
Activity on this job
  • Proposals:20 to 50
  • Last viewed by client:last week
  • Interviewing:
    20
  • Invites sent:
    15
  • Unanswered invites:
    3
About the client
Member since Aug 12, 2025
  • GBR
    Slough2:23 PM
  • $1.4K total spent
    16 hires, 8 active
  • 4 hours

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