How can invoices be generated from multiple queries in Access?

[New Office Mgr]

I am an office manager for my local synogogue. I have created an Access
database to track our membership and their pledges and payments. I would
like to be able to generate quartetly statements that indicates a previous
balance, each pledge and payment (i.e., transaction) for the quarter and the
current balance. In the past I have used Mail Merge for things like this,
but this time I am having trouble embedding in a document information from
multiple tables/queries. Any assistance with this task would be greatly
appreciated.

Thanks!

 

[NevilleT]

There are some free church management databases available. Suggest you do a
search for them. Your question can only be answered by someone writing a
program for you.

 

[david]

What exactly is the trouble you are having?

Are you able to write Word Macros, or use Access VBA?

Have you considered using Insertion Points instead of, or
as well as, Mail Merge?

Have you considered using an Access Report?

(david)

 

[Gina Whipp]

New Office Mgr,

Sounds like your going to have to use the report/subreport scenario. I am
not sure what your embedding documents into or why you are doing it... It
is also unclear whether you want to use an Access report or Word document.
More information what would be helpful...

--
Gina Whipp
2010 Microsoft MVP (Access)

"I feel I have been denied critical, need to know, information!" - Tremors
II

http://www.regina-whipp.com/index_files/TipList.htm

I am an office manager for my local synogogue. I have created an Access
database to track our membership and their pledges and payments. I would
like to be able to generate quartetly statements that indicates a previous
balance, each pledge and payment (i.e., transaction) for the quarter and the
current balance. In the past I have used Mail Merge for things like this,
but this time I am having trouble embedding in a document information from
multiple tables/queries. Any assistance with this task would be greatly
appreciated.

Thanks!

 

[New Office Mgr]

Gina,

I really didn't have much direction on generating statements from my Access
database, however, your comment about report/subreport scenario was helpful.
It seems to me that if there were Access Reports templates for "Account
Statements" that would serve me very well. Does such a thing exist? If so,
do you know how I might go about obtaining it?

Much thanks,
New Office Mgr

 

[Gina Whipp]

New Office Mgr,

There is no seperate Access Report template but with your version of Access
came a Northwind database that has reports in it, specifically, the Order
report (there might be a Purchase Order also, I haven't looked in years).
Look at those reports for a Report/Subreport scenario.

--
Gina Whipp
2010 Microsoft MVP (Access)

"I feel I have been denied critical, need to know, information!" - Tremors
II

http://www.regina-whipp.com/index_files/TipList.htm

Gina,

I really didn't have much direction on generating statements from my Access
database, however, your comment about report/subreport scenario was helpful.
It seems to me that if there were Access Reports templates for "Account
Statements" that would serve me very well. Does such a thing exist? If so,
do you know how I might go about obtaining it?

Much thanks,
New Office Mgr

 

[De Jager]

I am an office manager for my local synogogue. I have created an Access
database to track our membership and their pledges and payments. I would
like to be able to generate quartetly statements that indicates a previous
balance, each pledge and payment (i.e., transaction) for the quarter and
the
current balance. In the past I have used Mail Merge for things like this,
but this time I am having trouble embedding in a document information from
multiple tables/queries. Any assistance with this task would be greatly
appreciated.

Thanks!

 

[joelgeraldine]

ll::

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