multiple entries

[Guest]

I want to enter a value once and then it should come up once a month at the
same time each month. How can I do this

 

[Joseph Meehan]

I want to enter a value once and then it should come up once a month
at the same time each month. How can I do this

A little more detailed information please.

What do you mean it should come up once a month.?

How do you determine "same time each month" ?

Where is this value going? What field, what record? How can you
determine the field and record? Or do you want to just display it? If so
where, form report ????

 

[Guest]

Basically i run a charity and some people donate to the charity by standing
order/direct debit say £5 a month, £60 a year.

Currently what I do is record the donation as £5 and there is a note which
says that this is once a month.

Now in order to produce accurate monthly and yearly accounts whenever I run
a report of all the different types of donations that have come in that month
I want to see that £5 donation come up each month, like it does in the bank
statements.

Also when you initially get a standing order form and then place it in the
bank it can sometimes take 6 weeks before the bank starts crediting your
account, so I would really like some way of being able to stop a donation or
not show it for one month. Or if someone stops the standing order I should
als be able to stop it in the database.

Finally by same time each month I would actually determine this by getting
the bank statement so say if I have set it so that the donation is recorded
on the 1st of each month and the bank statement shows actually the donation
came in on the 3rd then I would like to be able to adjust this as well.

My database is set up with a donors table and a donations table so each
donation is linked to a donor. However I dont want to write a new receipt
each time as it is the same donation essentially. So for example Donor A
gives £60 a year @ £5 a month I write him a receipt for this say RCPT0001
this also has a donation ID say 00001. Next month what I would like is a new
donation ID say 00002 of £5 again but the same receipt no eg RCPT0001 or
RCPT0001b etc.

I hope this answers your questions, please do write back I really need help

 

[Joseph Meehan]

Basically i run a charity and some people donate to the charity by
standing order/direct debit say £5 a month, £60 a year.

Currently what I do is record the donation as £5 and there is a note
which says that this is once a month.

Now in order to produce accurate monthly and yearly accounts whenever
I run a report of all the different types of donations that have come
in that month I want to see that £5 donation come up each month, like
it does in the bank statements.

Also when you initially get a standing order form and then place it
in the bank it can sometimes take 6 weeks before the bank starts
crediting your account, so I would really like some way of being able
to stop a donation or not show it for one month. Or if someone stops
the standing order I should als be able to stop it in the database.

Finally by same time each month I would actually determine this by
getting the bank statement so say if I have set it so that the
donation is recorded on the 1st of each month and the bank statement
shows actually the donation came in on the 3rd then I would like to
be able to adjust this as well.

My database is set up with a donors table and a donations table so
each donation is linked to a donor. However I dont want to write a
new receipt each time as it is the same donation essentially. So for
example Donor A gives £60 a year @ £5 a month I write him a receipt
for this say RCPT0001 this also has a donation ID say 00001. Next
month what I would like is a new donation ID say 00002 of £5 again
but the same receipt no eg RCPT0001 or RCPT0001b etc.

I hope this answers your questions, please do write back I really
need help on this issue, Ive been trying to find it it in help files
and on google but I dont know how to phrase my query.

Now that seems clear. Thanks. While I can think of a few
possibilities, I have not tried them. I will hold off for a while in hopes
that someone with experience with something like this may be able to give
you some good proven ideas.

 

[Guest]

Thanks. Please do help if you can, I really need help on this issue and i get
the feeling if it goes onto page 2 of the questions, no one will reply.

If anyones knows how to do this please let me know

 

[storrboy]

Basically i run a charity and some people donate to the charity by standing
order/direct debit say £5 a month, £60 a year.

Currently what I do is record the donation as £5 and there is a note which
says that this is once a month.

Now in order to produce accurate monthly and yearly accounts whenever I run
a report of all the different types of donations that have come in that month
I want to see that £5 donation come up each month, like it does in the bank
statements.

Also when you initially get a standing order form and then place it in the
bank it can sometimes take 6 weeks before the bank starts crediting your
account, so I would really like some way of being able to stop a donationor
not show it for one month. Or if someone stops the standing order I should
als be able to stop it in the database.

Finally by same time each month I would actually determine this by getting
the bank statement so say if I have set it so that the donation is recorded
on the 1st of each month and the bank statement shows actually the donation
came in on the 3rd then I would like to be able to adjust this as well.

My database is set up with a donors table and a donations table so each
donation is linked to a donor. However I dont want to write a new receipt
each time as it is the same donation essentially. So for example Donor A
gives £60 a year @ £5 a month I write him a receipt for this say RCPT0001
this also has a donation ID say 00001. Next month what I would like is a new
donation ID say 00002 of £5 again but the same receipt no eg RCPT0001 or
RCPT0001b etc.

I hope this answers your questions, please do write back I really need help
on this issue, Ive been trying to find it it in help files and on google but
I dont know how to phrase my query.

My database is set up with a donors table and a donations table so each
donation is linked to a donor. However I dont want to write a new receipt
each time as it is the same donation essentially. So for example Donor A
gives £60 a year @ £5 a month I write him a receipt for this say RCPT0001
this also has a donation ID say 00001. Next month what I would like is a new
donation ID say 00002 of £5 again but the same receipt no eg RCPT0001 or
RCPT0001b etc.

I have some ideas. Not sure if this works for you or not.
I see three tables Donors, Receipts, RecurringDonations. Donors table
is the entity donating, Receipts is the instance of a donation and the
RecurringDonations are the dates and dollar amounts of the monthly
amounts related to the receipt. Donation comes in, you create a
receipt recording the donor, date, blah, blah, *PLUS* flag it as a
monthly donation, number of months, monthly due date and monthly
amount.

The Recurring table contains TransactionID, ReceiptID, DueDate (or
TransactionDate) and Amount. All are compound keys - meaning there
cannot be any records that are not different in some way - plan is for
the ReceiptID and DueDate to be the ones that make them unique.

On start-up or on demand, a query or function is run that gathers a
list of receipts that are flagged monthly and not beyond their
expected duration. Either through a second query or a function, append
a monthly transaction to Recurring for each monthly amount. Allow
duplicates to fail quitely.

Finally by same time each month I would actually determine this by getting
the bank statement so say if I have set it so that the donation is recorded
on the 1st of each month and the bank statement shows actually the donation
came in on the 3rd then I would like to be able to adjust this as well.

This I think I would treat separately, otherwise the only real way to
automate it is to obtain a file containing the transactions that you
could import.

Make any sense? Might get you started anyway.

 

[Guest]

On start-up or on demand, a query or function is run that gathers a

list of receipts that are flagged monthly and not beyond their
expected duration. Either through a second query or a function, append
a monthly transaction to Recurring for each monthly amount. Allow
duplicates to fail quitely.

Thanks for that, but how can I use a query to gather the flagged donations
into the recurring entries and how can I use a second query/function to
append it to the recurring entries.

Also I have a donation ID for each donation, how do I append these entries
so that they take the next number in the series, because I dont have the
donation ID as a autonumber.

Please help if you can!

 

[storrboy]

Thanks for that, but how can I use a query to gather the flagged donations
into the recurring entries and how can I use a second query/function to
append it to the recurring entries.

Also I have a donation ID for each donation, how do I append these entries
so that they take the next number in the series, because I dont have the
donation ID as a autonumber.

Please help if you can!

Perhaps you should post an outline of your tables. It's hard to say
here's the query when I have no idea what needs to be in it.