A new requirement from my invoicing company has me going in circles. I have a single sheet containing data that I input for each call. The requirement is to atomically populate the invoice sheet based on some specific criteria. I need a populated invoice produced each week (Sat to Friday,, ie Feb 8 to 14th,,, Feb 15 to 21 ect) The weekly invoice can only be populated if the call is indicated as closed in the data sheet. Once the call is closed I need to total all the hours for that call and populate that on a single line entry with the last date worked on. If the data indicates that the call is a project, and the call is closed, that information is populated to the data section. Once the weekly sheet is created, I need a new sheet created and the template ready for the next week to be again automatically populated.
In my old system I was using weekly sheets and consolidated pivot table. I can have that do part of what I need It won't do the job. I prefer to start a fresh year with a single data source. I'm not even sure how to approach my problem, any help would be much appreciated. Thanks
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