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Anyone with knowledge of creating bookmarks in Access reports?

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!

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...

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.

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...

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...

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

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...

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

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...

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

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.

That's exactly what I want to do!

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.

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.

Will I run into problems if a customer needs more than one service, such as Mgmt Reports and Reruns Fees? I feel like I will because I can't duplicate values in tblCustomerFees if it is linked with tblCustomers. Also, if I have this table, doesn't it make tblFeeTypes useless?

Ah ok! I think I'm finally starting to understand whats going on here. Thank you so much for that example! Let's say I have 40 customers. 35 will be billed quarterly and 5 will be billed annually for the model validation services. Is there a way to create invoices for all 35 quarterly...

I was afraid I would need some level of programming to accomplish this. Thanks for sharing those screenshots; that looks a lot like what I'm trying to do, except my fee schedule is kind of crazy. I will try to upload a sample today. With all these relationships set up, how can I populate the...

Hi Joe, Do you mind giving a quick explanation of how you set up your tables, and the queries you used to maintain your client accounts? I think my table structure is ok, but I have no idea how to manipulate the data so that it will appear on forms and reports. Maybe I can upload a sample db a...

Yes the customer gets charged a fee quarterly for the services in the fields at the top. We charge customers quarterly for Model Validation services, a retainer fee, Management reports, cashflow reports, a one-time setup fee, and a variable fee based on the number of times we have to rerun a...