Invoice totals- monthly maintenance

focus12321

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Let me preface this by stating this is only my 3rd day working with access. Seeming to understand what I need, and what tables to create. Already have a lot of what I need to get this project in motion.

I am trying to build an invoicing database for maintenance invoices.

I have typical items on an invoice such as date, hours worked, items along with specific information on what occurred. Conceptually I'm having an issue with what to do when I need a months worth of invoices consolidated to a summary of all the items and hours worked with a total. Where to start with this? Should this be a query then a report?

The workflow is basically I get field sheets from our technicians that describe what they did and charged on a date and I make this into more or less an invoice for the day, then use a bunch of daily invoices and compose a monthly summary with a total on the bottom.

If I'm leaving information out please let me know. Sorry still getting used to this program.
 
To select the bunc of data for a report is oftenh best done by user inputting/selecting desired parameters in a form, and then the query on which the report is based would use those parameters.

Processing such as grouping, summing etc within the given period is best done in the report, which has facilities for such things. Google grouping and sorting in access report.
 
To select the bunc of data for a report is oftenh best done by user inputting/selecting desired parameters in a form, and then the query on which the report is based would use those parameters.

Processing such as grouping, summing etc within the given period is best done in the report, which has facilities for such things. Google grouping and sorting in access report.

Will do, spike second day in a row youve helped me out! Thanks!
 

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