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Create new workbooks from template sheets or copy workbooks based on criteria and prefill

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    Create new workbooks from template sheets or copy workbooks based on criteria and prefill

    Hi All,

    My first post! Hopefully it is a clear question, I am a rookie vba user and am only self taught.

    I've attached a sample workbook with all of the criteria in what I am trying to achieve. We have a requirement to create these spreadsheets once a month for each applicable account from now on.

    1. If the account (Column C) has a balance for this month (Column E) then it requires a reconciliation.
    2. If the account has a zero balance, then it can be ignored.
    3. If the account has a file from last month (Column N), then I want this file copied, renamed and saved in the new months folder with the correct filename (Column O)
    4. If the account does not have a file from last month (Column N), then I want the appropriate sheet (based on the contents in column M) and also the 'Support' Sheet copied to a new book and saved in the current filepath with current filename (Column O).
    5. If # 4 is true, then I also want the below cells filled out in the new rec file:
    F17 = Account number (column C)
    F18 = Account name (column D)
    J17 = Reconciler name (column J)
    J18 = Reviewer name (column K)
    J19 = Approver name (column L)
    6. I need this looped for all 306 lines in my actual workbook.

    The reason for many sheets as templates is because Head Office have created this template and I need to abide by it, and it has those stupid tick boxes in it as identifiers. I assumed creating the multiple templates would be easier than identifying if Box24 = checked or unchecked, feel free to advise otherwise!

    The first time I run this will hopefully create about 130 workbooks with the appropriate information... I've invested today instead of actually doing this! But only got so far myself.

    Really appreciate your help!

    Thanks
    - CG
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