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Old 03-15-2015, 09:51 PM
famres famres is offline Windows 7 64bit Office 2010 64bit
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Question Trying to create an invoice by cutting and pasting data from one excel speadsheet to another

I would appreciate any help or suggestions you may have.

I am trying to cut and paste data from one speadsheet to a second spreadsheet that can then take the data that is in one of the columns and "populate" pre-set adjusted amts that correlate directly to the $ amts listed in one of the columns on the 1st spreadsheet. There are a total of 10 different possible $ amts that could be listed on the 1st spreadsheet and 10 corresponding "adjustment amts" that would need to be populated on the 2nd spread sheet.....

Basically, we currently CREATE an excel payment spreadsheet from our billing software that lists dates, services performed, and amt of $ that Insurance Co paid US for services performed. I am needing to create an Invoice/Spreadsheet with the exact same info...EXCEPT that the "payment amt from Insurance Co" would need to be "translated into the "adjustment amount" that is being Paid OUT to our contract employees.

I have not been able to figure out if this is even possible in Excel or if I need to use a completely different program. We were using Quickbooks and manually entering in the service items to create the "adjusted payment invoice"...but have had too many issues with human error and have been losing money.

Please help! I am at a loss and have spent way too many hours trying to figure this out

I have attached a sample speadsheet that we would create from our billing software, an example of what I am wanting to include in my excel invoice (highlighted yellow) plus the adjusted payout amts (highlighted green)....and would NOT want the invoice to print the greyed out column that shows the Insurance payment amt.

Thank You!
Attached Files
File Type: xlsx payment report sample.xlsx (20.5 KB, 33 views)
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