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Running list - statement entries
Ok, I'm a fairly new user and want to have entries from a form that has combo
boxes for customer numbers, transaction types, dates - so someone can do data entry when a charge or payment comes through. What I need is for the information from that form to go to individual worksheets according to the account number, enter that information on a seperate line an increment each time a new entry is made. Does this make sense? I have no problem with the form, or the calculations on the individual worksheets for each customer, my problem is getting the information from the form, to the correct worksheets, and how to put each on its own line. The individual worksheets are a compilation of all activity for that customer, kinda like a statement. Does anyone have answers, or even a template... I'm not hung up on my format, any data entry, customer maintenance would work. Many, many thanks in advance! |
Running list - statement entries
Good Gal,
Don't use multiple sheets - use one sheet and use Data Filter Autofilter, and then filter on the customer number to show/print data for just the customer of interest. It is never a good idea to have data in two places - something will happen to screw things up... HTH, Bernie MS Excel MVP "Megoodgal" wrote in message ... Ok, I'm a fairly new user and want to have entries from a form that has combo boxes for customer numbers, transaction types, dates - so someone can do data entry when a charge or payment comes through. What I need is for the information from that form to go to individual worksheets according to the account number, enter that information on a seperate line an increment each time a new entry is made. Does this make sense? I have no problem with the form, or the calculations on the individual worksheets for each customer, my problem is getting the information from the form, to the correct worksheets, and how to put each on its own line. The individual worksheets are a compilation of all activity for that customer, kinda like a statement. Does anyone have answers, or even a template... I'm not hung up on my format, any data entry, customer maintenance would work. Many, many thanks in advance! |
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