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Help -can i improve this way of working?
Hi I do the accounts for a small playgroup (poor charity!) and I work more hours than I get paid for ...We can't afford a 'package' and also we want ease of tranfer between users (management changes yearly) - I have set up the accounts etc around Office. I'm not an expert and it isn't perfect but it is workable -just...
I have a basic Access database with all the contact details, attendance and funded/non-funded (about 50:50) etc. I use queries to transfer contacts between our databases (pre-playgroup group, waiting list, playgroup, left playgroup, and delete after 6yrs) - think I can only do this in Access? I use Excel (lots of linked files) to do the payroll and accounts and budgetting ... and for the fees - I have sheets with each child's daily attendance linked to a summary sheet for each period. I use Word for producing the invoices for the parents ....which we have just started producing monthly (4 times as many as before) and we have also introduced a tear off slip to return with payment... result - little irritations are starting to become big ones! I have a word doc that I use as a template depending on season (not a .dot but .doc) - I update the dates etc and use this to do a mail merge from the access database. This inserts the parent contacts and childs name and into a table the regular attendance days and also their daily fee (ie £0 for funded children) - both types pay for snack... I use word formulas to calculate the invoice totals. I then edit individual letters (most are the same- a few need tweaking).... The two main things that irritate me are... First I have to manually change the invoice numbers (current format is year and then an increasing number - ie this year 12/001, 12/002 etc) Secondly I have to type the total amount due in the tear off slip at the bottom (or copy and past from the table but quicker to type) Pre-merge I can bookmark and cross reference this..but after it doesn't work.... I feel there must be a way of doing this automatically .....is there? (A macro? Used Record Macro in Excel successfully..but can't seem to highlight anything while using it Word - for tear off slip - thinking page down, highlight copy, select paste ) Or is there a better way of producing the invoices altogether - don't think my old computer can handle an Excel and Access linked word merge file....if you can do that...or just in Access linked to excel (beyond my knowledge!)? Any suggestions? |
#2
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Hi lucky67,
The year aspect can be handled automatically, via a DATE field coded as: {DATE \@ YY} Depending on what you're doing, the individual invoice #s might be derived from a MERGEREC or MERGESEQ field. Replicating the totals should be possible via field coding also, but I'd need to see the document to advise further on this (you could upload a copy). FWIW mailmerge always deletes bookmarks, so the replication needs to be performed as the merge executes.
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Cheers, Paul Edstein [Fmr MS MVP - Word] |
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