Recent content by reltub

  1. R

    pdf maker macro with bookmarks in access 2010

    Anyone with knowledge of creating bookmarks in Access reports?
  2. R

    pdf maker macro with bookmarks in access 2010

    I know you can create a single pdf from multiple reports and set bookmarks by going to the acrobat tab in Access 2010, but is there a way to build a macro that will do this automatically for a large number of reports? Thanks for your help!
  3. R

    Trouble Relationship Trouble

    Hello - I'm working on a database that downloads csv files, formats them, and appends them to certain tables. The current version I inherited uses a ton of iff statements to classify the data instead of using relationships. (Base) is based on a csv file, just raw data. It lists certain...
  4. R

    Invoicing and Payment Tracking

    I did, thanks for all your help! I would never have completed this if it weren't for the awesome people on this forum. Thank you again. I will try to get some samples of it together so maybe it can help someone else trying to do the same thing.
  5. R

    Invoicing and Payment Tracking

    Here's what I have so far. I have frmCreateInvoice which contains an unbound listbox and a button to run a query. These are named lstCustomers and cmdOpenQuery, respectively. lstCustomers row source is as follows: SELECT DISTINCT tblCustomers.InstitutionName FROM tblCustomers UNION SELECT...
  6. R

    Invoicing and Payment Tracking

    I have an append query that I'm using to 'generate' invoices to an invoice history table. qryCreateInvoices: CustomerID BillingID InstitutionName ReportDate BillingDate FeeName FeeAmount My question is how can I create a multi-select list box that includes the institution name on a form that...
  7. R

    Invoicing and Payment Tracking

    Ah ok. BrokerPay is indeed yes/no field. I'll try changing it
  8. R

    Invoicing and Payment Tracking

    I actually decided to go in a different direction. Now, that tblHistory is basically going to include all the invoice info. Instead of using line items and posting payments to certain line items, I'm posting payments to certain invoices and printing invoices when amountdue-amountpaid <>0. I...
  9. R

    Invoicing and Payment Tracking

    Currently I'm getting a 'data type mismatch' error.
  10. R

    Invoicing and Payment Tracking

    Yes you all have been VERY helpful and I want to thank you again for taking the time to help as I've learned a lot. Quick side question - on my reports, how can I filter on load by 3 'AND' criteria e.g., [tblHistory].[Difference]<>0 AND [tblHistory].[BillingPeriod]="Q" AND...
  11. R

    Invoicing and Payment Tracking

    Here are some screenshots of what I have so far..
  12. R

    Invoicing and Payment Tracking

    Since I'm not using a form to generate the invoices, there is no data in tblInvoice and tblInvoiceDetail, so the line items aren't populating on my reports.
  13. R

    Invoicing and Payment Tracking

    That's exactly what I want to do!
  14. R

    Invoicing and Payment Tracking

    Sometimes it helps if I work backwards. So attached is the end result I'm looking for. I can't figure out how to sum the line items, or get the line item # onto the invoice.
  15. R

    Invoicing and Payment Tracking

    Also, what kind of code/query would I need to auto-populate invoice number, line item, fee name, and amount fields in my invoice form? Maybe if I post an end result I'm looking to achieve it will make things a little clearer. I will upload some examples when I get home from work.
Back
Top Bottom