Best way to put all retirees on one insurance database

[viskoed]

Hello. I created a database to take care of Retiree's insurance payments.
For the most part, this database works well, creates quarterly bills, creates
individual receipts, etc. Love it, makes my job much easier. Here comes the
issue. There are about 50 retirees who have monies that is kept within the
company (reserve) that can be used for their health and dental insurance .
I need to be able to deduct from their (reserve) balance each quarter until
they run out of monies and then start billing them. How can I add them to
this database, so that all my retirees can easily be found along with their
payments and insurances. I have used subforms for payments for the three
types of insurance that are available to our retirees, Medical, Dental, and
Senior Gold. I just don't have a clue what to do to keep track of the
reserve balances of these other retirees. Any ideas out there? Anyone?

 

[Steve]

TblRetiree
RetireeID
FirstName
MI
LastName
OriginalReserveAmount
<<Othe retiree contact fields>>

You should have this table or something similar. You just need to add the
field
OriginalReserveAmount. It sounds like you already have a table to record
payments made for health and dental insurance. For the 50 retirees, you just
need a query that totals their health and dental insurance payments and
subtract that from OriginalReserveAmount and when the balance = 0 you then
bill them directly.

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