Invoice inventory

Hi,

I am new to Excel and this forum.

I have recently been elevated to a position in my company and I would like to modernize how we keep track of a few things.

One is how we track outgoing and incoming invoices that our drivers use for billing. Right now we keep up with them in a ledger.

When we distribute invoices to a driver, we handwrite the 6 digit invoice number (10 invoices at a time), and put the drivers initials next to said invoices to show who has them.

When the completed invoices come back in they are highlighted in the ledger to show they have been processed. As a reference, if we can't locate an invoice for a given job, we go back into the ledger to see if it has returned. If not highlighted, then we know that the driver must still have said invoice.


I have tried in vain to replicate this on excel. I have figured out how get excel to reproduce the 6 digit numbers down a column, but just in one column. I would like for the numbers to be in columns a-c-e-g ect. The skipped columns, b-d-f-h ect. would be for drivers name or initials.

Also, is there a way to program a button for each invoice number(each cell) to hit to replicate the highlighting? I think red would be good without having to go and format each cell one at a time?

I see that having the date the invoice goes out is possible to put next to the invoice number cell.

This doesn't seem to be a tall order to be able to program, but my inexperience has me running into dead ends.

Anyone have any suggestions?


Thank you in advance for any replies.


Scott

This doesn't seem to be a tall order to be able to program

I think I agree. But, I am not absolutely clear on what you want.

So, let's say that the first invoice number is 006123 and that number is in cell A2. Does 006124 go in cell C2 or A3?

is there a way to program a button for each invoice number(each cell) to hit to replicate the highlighting?

Do you mean to highlight the entire row? Not sure exactly what you mean here.

If your invoice numbers do not start with zeros, and if you want 10 invoices per row, then it seems to me the easiest way to set this up is to manually populate the first row:

100001 through 100010, then in the next row put ..

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et cetera for each of the 10 columns. Then, you can "fill down" by either dragging the formula or using Edit >> Fill >> Down.

If you later want to remove the formulas and just leave the numbers, you would select the rows where you want to remove formula, use Edit >> Copy and then Edit >> Paste Special >> Values

Thanks for the quick replies.

I want the invoice numbers to go down. A2-A3-A4 and so on, then after reaching 50, start over again in C2-C3 and so on.

After an invoice has been processed, I want to be able to highlight one invoice at a time.

They go out in order, but come back in way out of sequence, so doing them one at a time is the only option.

Is programming the date possible?

Thanks a million for your attention to this!


Scott

Yes, programming the date is easy. But I am still not at all certain what it is you really want. Where do you want the date to go?

What do you have in mind? You select an invoice number, then press a button and it colors the cell red and puts a date somewhere?

It seems to me that doing the numbering the way you described would be simple to do manually. But, I could show you how to program it, too, if you like.

I would suggest that we do one thing first. (Pick one.) It will be easy enough to add to it later.