Deposit Log with Data Entry Form, need help.

[alvin8866]

Hi,

I am trying to improve our current deposit log data entry process. The current deposit log has two parts: 1. client's individual tab, which report each transactions from each client. There are more than 60 client tabs. 2. Summary tab, which contain accumulative transactions from all client. There is 1 summary tab.

Since we have more than 60 clients, it is easy to miss some processes by manual process.

The original process: 1. enter a deposit in client's individual tab. 2. Copy the transaction line to Summary tab. (In between, we need to download the bill, check the cheque, ect. Too many detail is going here, we sometime may forgot to copy over the transaction, or forgot to actually enter the transaction on the log while a lot of cheques come in together.

I have attached the sample of our deposit log, which include all the specs, and data entry form request.

I want to add a data entry form in the first tab. Every time we enter a transaction, it will update the selected client's tab as well adding the transaction in the summary tab.

I have difficulty getting the client list to the Combobox, linking the fields, and updating on both clients' tabs and summary tab. I need helps in the VBA coding.

Worksheet built-in data-entry form or VBA form with a call button will work.

Please help, thank your in advance for any helps.

[cytop]

I need helps in the VBA coding

What code? You've attached an XLSX file which cannot contain code. If you have existing code then please upload it otherwise you're limiting the possible replies if you expect someone to do this for you.

Also, why would you complicate things by having (the same) data in 2 places? As far as I can see the 'client' sheets and the summary sheet contain exactly the same data. Add all to the Summary and then use filtering when you need to work with individual client data...

[alvin8866]

Sorry, I have not started yet, but some ideas. I am not sure where to start.
I keep both individual tab and summary tab because other users are using the file as well. Some of them may not know how to filter the value. They would prefer individual clear view of each client's payment record.