creating a "Balance Due" for a Payment History Report?

B

Brook

Good Day,

I have a report that show payment history for customer invoices. on this
report I have the following field pulled from tblpaymenthistory:

paymentnumber
paymentdate
paymentamount
invoicetotal

For each payment that is made, I would like a field to show a running
"Balance Due"

I have looked the group, but cannot find what I am looking for.

Can anyone pass any suggestions?

Thanks,

Brook
 
M

Marshall Barton

Brook said:
I have a report that show payment history for customer invoices. on this
report I have the following field pulled from tblpaymenthistory:

paymentnumber
paymentdate
paymentamount
invoicetotal

For each payment that is made, I would like a field to show a running
"Balance Due"
Click to expand...


Presumably, InvoiceTotal is the amount due. If so, you can
add a (invisible?) text box named txtRunPaid bound to the
PaymentAmount field and set its RunningSum property to Over
Group.

The running amount due text box can the use the expression:

=InvoiceTotal - txtRunPaid
 
B

Brook

Good Day Marshal,

I was wondering if you could help me with another running balance. I have
a report that I am using for my checking account, and I would like to create
a running balance, but my debits & credits are in two different fields b/c of
the way I import my info from my bank.

Do you have any suggestions?

Thanks,

Brook
 
M

Marshall Barton

How about using two runnung sum text boxes? One for the
debits and the other for credits. Then the running balance
would be something like:
=initialbalance + txtRunCredit = txtRunDebit

Maybe all you need is one running sum:
=Nz(Debit, 0) + Nz(Credit, 0)
 
Top