Database building question

[LTOSH]

Can anyone please tell me where i can find good basic information on how to
build an accounting (invoice, payment) database? i have a client database
that i want to include a billing for services aspect and I'm stuck. I have
already a table for services and their prices and now want to be able to
(client specific) create an invoice for a month of services, then when a
payment is made for that service i can input that information to show a
balance.

Any direction and assistance would be nice.
I am using Access 2002.
Thanks!!!

 

[John W. Vinson]

Can anyone please tell me where i can find good basic information on how to
build an accounting (invoice, payment) database? i have a client database
that i want to include a billing for services aspect and I'm stuck. I have
already a table for services and their prices and now want to be able to
(client specific) create an invoice for a month of services, then when a
payment is made for that service i can input that information to show a
balance.

Any direction and assistance would be nice.
I am using Access 2002.
Thanks!!!

Jeff Conrad's resources page:
http://www.accessmvp.com/JConrad/accessjunkie/resources.html

The Access Web resources page:
http://www.mvps.org/access/resources/index.html

Roger Carlson's tutorials, samples and tips:
http://www.rogersaccesslibrary.com/

A free tutorial written by Crystal:
http://allenbrowne.com/casu-22.html

A video how-to series by Crystal:
http://www.YouTube.com/user/LearnAccessByCrystal

MVP Allen Browne's tutorials:
http://allenbrowne.com/links.html#Tutorials

MVP Tony Toews' tips:
http://www.granite.ab.ca/access

I seem to recall that both Allen Browne and Tony Toews have sample invoicing
apps.

 

[LTOSH]

John, I appreciate all the links you provided however i have been unable to
find the information I was looking for. I couldn't find any templates or
examples. Could you be maybe a little more specific on the location for
information i am looking for.
Or could anyone else give me some help.

Thanks!
Ltosh

 

[John W. Vinson]

John, I appreciate all the links you provided however i have been unable to
find the information I was looking for. I couldn't find any templates or
examples. Could you be maybe a little more specific on the location for
information i am looking for.
Or could anyone else give me some help.

There aren't all that many ready to use templates. Accounting applications all
have similarities but they all seem to be different too! I certainly don't
have such a template ("There's no taste for accounting") nor do I know of one;
and if there were one it probably would not fit your needs very well.

Perhaps I'm biased, but I don't view Access (or these newsgroups) as a source
of finished or ready-to-tweak applications, but rather as a big and well
stocked tool chest with tools and resources to build your own customized app.
I understand that it's a steep learning curve and a complex task, but you will
probably need to either struggle up the hill with the help of the tutorials
and resources listed, or hire someone who has done so to build your database
for you. I'm sorry I can't be more help in the way you were hoping!

 

[Fred]

John said it well. If I were the experts responding on these forums, I'd
get a little perturbed with all of the "template" questions. Sort of like
going to an art class and asking the teacher where the student can find a
finished painting done by somebody else of the desired type. But I think
that you are just looking for a template just for ideas.

Although what you are asking about has a significant accounting function
(A/R) I'd be more prone to calling that transaction / invoicing / enterprise
software rather than accounting software.

For a rudimentary version (where an "invoice" is really just a printout of a
sale rather than being treted as an event) , you might start with the
built-in Northwind example DB and add capability for offsetting entries when
payments are received.

To go much beyond that the job gets really big and I've not seen or heard of
templates for that. You might have to go with a low end commercial
package.