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Nok Fx Customer Datbase and Recipet

Dette projekt modtog 5 bud fra dygtige freelancere med et gennemsnitligt bud på $96 USD.

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Projektbudget
$30 - $250 USD
Bud i alt
5
Projektbeskrivelse:

The data base and reports are for our FX money transfer business to which we purchase funds and on sell them with a margin and fee to our customers. The key requirements are.

1. Customer record data both local and the beneficiary to which is being sent to ( assigning unique ID to each ) Bank details , address , phone numbers and ID numbers are all good to which when entered we can reprint them and have them signed off with photocopy of ID for compliance.

2. Nok FX will hold several pots of cash in THB & AUD over several bank accounts to which are purchased at different rates we require a way to pick and choose which pot we draw down from add in the margin and fee to the amount client wished to send then to print receipt for the transaction, then reducing the pot to which we draw from balance and recording the entry for a report. Beaing in mind the margin we buy and seel at will be different so need to manually amend inc fees.

3. Easy data entry forms with drop down boxes and so on for less complicated data entry by staff

4. Multi location link (possible have 2 sites so can database be access by both same time ? )

5. Some standard report of No transactions per ( data selection / month / year and so on ) Profit report / client reports

Need reciepts to be able to change language to thai

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