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Creating Petty Cash Record.

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  1. #1
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    Creating Petty Cash Record.

    Hi there,

    Im creating a petty cash record for my new workplace. Im ok with using Excel but not so strong in making the formulas apart from the basics. My colleagues are hopeless though. I have a few little things that im sure have been asked before so feel free to link me to the answers if they are somewhere else.

    Firstly I would like to have a totals at the bottom of the page however am not sure how many entries there will be every month. As we will be using it as required (as apposed to filling it in at the end of month) I would like the totals to stay on the screen but also allow for infinite amount of entries. This will be to avoid other staff from adding in new lines. How do I do this?

    Also I would like to put protection on my work so they cant screw with it. Im sure this has been asked many times.

    I would also like to be able to order everything by date. I understand how to use the sort function but how can I get excel to do it for me? I have made my sheet using the form tool but there will be occasions where an entry will be entered out of sequence and I would like Excel to keep them in order. Using the form tool It has given me a drop down arrow by the date column but that doesn't seem to work

    Thanks for any help

    Joshua

  2. #2
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    Re: Creating Petty Cash Record.

    Hey Joshua,

    do a little homework

    First Lookup 'How to password Protect worksheets'

    Then Lookup 'How to use Pivot Tables'

    If you set your sheet up correctly. A table of data, Dates, amounts, names and other identifiers as individual records, you can make a Pivot table out of it in which will give you totals and allow you to rip apart without needing to understand the underlying formulas so much.

    If you have something going (Scrub it for sensitive data) then share a sample set of data... someone here will be glad to assist in pushing you down the right path... but give it an honest attempt and then let us know where you get stuck so that you can learn and not just get an answer!
    -If you think you are done, Start over - ELeGault

  3. #3
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    Re: Creating Petty Cash Record.

    Thanks,

    I was struggling with things to google. Pivot Tables is what I need. Thanks

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