T
TinaC
My company currently uses an access database to run queries, reports, etc.
from our accounting system CODA because CODA is not user friendly. My first
question is "Is it possible?"
We are a management company that pays for our clients vendor invoices and
then turns around and bill them to the client as one invoice. I am new to
this company and have been brought on to make process improvements.
Currently we are printing off a report (anywhere from 300-800 pages per legal
entity) and going through each line one at a time. I have a few problems
with this... First, that is a LOT of paper. Second, we cannot report on the
errors found since its paper.
This is what I would like to do...someone please tell me if it is possible.
From the main database form I would like to bring up the clients
informations, Once the form is open I would like to choose a period of
invoices to bring up in a subform (April, 2008). That part I believe I can
do...
We are pulling the invoice data from an excel spreadsheet downloaded
directly from coda. Each time the spreadsheet is opened new data appears.
My current paperless method is update the spreadsheet, sort by input date,
and copy into another excel spreadsheet and save as a working file. I add a
few columns that allow me to show progress and reporting (Discrepancy,
Responsible, Status, Date Reviewed). The next week I update the spreadsheet
again, sort by input date, and copy anything after the last date into the
working file. I would like my subform to be the same concept.
from our accounting system CODA because CODA is not user friendly. My first
question is "Is it possible?"
We are a management company that pays for our clients vendor invoices and
then turns around and bill them to the client as one invoice. I am new to
this company and have been brought on to make process improvements.
Currently we are printing off a report (anywhere from 300-800 pages per legal
entity) and going through each line one at a time. I have a few problems
with this... First, that is a LOT of paper. Second, we cannot report on the
errors found since its paper.
This is what I would like to do...someone please tell me if it is possible.
From the main database form I would like to bring up the clients
informations, Once the form is open I would like to choose a period of
invoices to bring up in a subform (April, 2008). That part I believe I can
do...
We are pulling the invoice data from an excel spreadsheet downloaded
directly from coda. Each time the spreadsheet is opened new data appears.
My current paperless method is update the spreadsheet, sort by input date,
and copy into another excel spreadsheet and save as a working file. I add a
few columns that allow me to show progress and reporting (Discrepancy,
Responsible, Status, Date Reviewed). The next week I update the spreadsheet
again, sort by input date, and copy anything after the last date into the
working file. I would like my subform to be the same concept.