Invoice Tracking

[Guest]

I have a database that I use to track invoices and credit card charges. For
each transaction, a cost code is assigned (for example: general office
supplies - 690, outside contract services - 526, etc...) I am going to create
a table that lists our budgeted amount for each cost code. I want to be able
to run a report which shows each cost code, the budgeted amount, how much we
have spent between a given time frame, and how much we have left. How would I
be able to do that?

 

[Larry Daugherty]

Overlapping budget funds & the like are not considered below:

With your tblCostCode as the one side you'll need tblExpense on the
many side.

tblCostCode will have an entry for each code and a start date and a
budgeted amount.

records in tblExpense will refer back to the cost code in the first
table and will have a date and expense type/category and an amount.
subtracting all of the amounts for this cost code from its budgeted
amount will show the difference between budgeted and expended.

HTH

 

[Guest]

Thank you!

Overlapping budget funds & the like are not considered below:

With your tblCostCode as the one side you'll need tblExpense on the
many side.

tblCostCode will have an entry for each code and a start date and a
budgeted amount.

records in tblExpense will refer back to the cost code in the first
table and will have a date and expense type/category and an amount.
subtracting all of the amounts for this cost code from its budgeted
amount will show the difference between budgeted and expended.

HTH