Help needed on Accounting Problem!

  • Thread starter Thread starter Bob Vance
  • Start date Start date
B

Bob Vance

My database for Invoice/Statements is based on say 2 Tables Invoices (Money
Owed) and Table (Amount Paid) each have ClientID Numbers
But this format means adding up all totals for each ClientID, What I am
looking for is a system that totals each of the last 3 Months for each
ClientID, so at the end of each month it creates a total the last total 3
Months would include all Expenses not paid 3 Months back. Is there some
simple written procedure I can follow to do this! or maybe a sample
database!
 
Hi Bob

Use a query, something like :

SELECT tblPayments.ClientID,
Sum(tblPurchases.PurchaseAmount) AS SumOfPurchaseAmount,
Sum(tblPayments.PayAmount) AS SumOfPayAmount,
Sum([PurchaseAmount]-[PayAmount]) AS Net
FROM tblPurchases INNER JOIN tblPayments ON tblPurchases.clientID =
tblPayments.ClientID
GROUP BY tblPayments.ClientID;

Then add a WHERE clause before the GROUP clause to limit it to a date range.

Regards

Kevin

"Bob Vance" <[email protected]> w

rote in message news:[email protected]...
 
Bob Vance said:
My database for Invoice/Statements is based on say 2 Tables Invoices
(Money Owed) and Table (Amount Paid) each have ClientID Numbers
But this format means adding up all totals for each ClientID, What I am
looking for is a system that totals each of the last 3 Months for each
ClientID, so at the end of each month it creates a total the last total 3
Months would include all Expenses not paid 3 Months back. Is there some
simple written procedure I can follow to do this! or maybe a sample
database!
Click to expand...
 
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