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.
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.
Invoice totals- monthly maintenance
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