Excel 2003 Worksheet formatting questions

B

bethdo97

I have created a simple income daysheet for my medical practice. The idea is
for all money collected and received in a day to be inputted in that day's
day sheet along with the source of the money, why it was received and if
there is a check or statement number associated with the payemnt for it to be
recorded.

My questions are:
1. Column A is for date - I want to automatically enter the current date in
each cell in column A. So when a new payment is being entered the current
date is automatically entered for the payment clerk. I can get the date in 1
cell using the date function but usn't there a way to get it to apply to a
whole colun?

2. When the daysheet worksheet is opened each day I want a new worksheet
started for that day's business. At the end of the month I should have a
workbook with 28, 30, or 31 days depending on how many days are in the month
and how many days we are open. Should I do this with a sort function and
sort the data to a new worksheet?

3. Finally, I have 2 columns one for deposit posted to patient account and
one for deposit added to checkbook deposit. I would like these to be check
marks so that when the cell in that row is marked a check mark will appear to
indicate that the job has been done. I don't want the check mark to
automatically appear. I have another worksheet that does this but I can't
figure out how the author formatted the columns to do this.

I can send a copy of the worksheet I have come up with to you if it would be
easier to see what I am talking about. My knowledge of excel islimited to
what I learned by teaching myself from a book I purchasedon learning excel.
Thanks in advance for any help you can give me.

Beth Sullivan
 
D

Dave Peterson

First, I'm not sure I'd use excel for this.

I would think that something like QuickBooks (I've never used it) would be
easier to use and have lots of features that you may want. It might be a good
idea to talk to other medical offices to see if they have suggestions about what
software to use (and what software to avoid).

#1. But J.E. McGimpsey has some event code that can add the current date when
you change a cell in that row.
http://www.mcgimpsey.com/excel/timestamp.html

(along with a tip to use the ctrl-; (control-semicolon) to put a date in the
cell.

#2. Don't separate your data. If you do, you'll find
summaries/subtotals/charts/and a bunch of other stuff more difficult to do. You
can use Data|Filter|autofilter to hide/show the information you need.

And once your data is on multiple sheets, you're gonna change one of them and
not the other--it becomes a real pain for data integrity.

#3. You could use a formula in the cell:
=if(x9="","",char(252))
format the cell using a wingdings font and change the X9 to the cell you
want to inspect.
(and copy down the column)

===
But this sounds like quite a project to make perfect. Be very careful, save
often, backup often and think about using a different piece of software <bg>.

"[email protected] @ [email protected]>
 
B

bethdo97

I do use quickbooks as my checkbook program, but do not want to allow access
to it by my office staff. Once burned twice leary and all that. Anyway, all
I want to make is an excel spread sheet that they can log in monies, then I
can review the deposit, post it to my practice management software and make
sure it balances. Right now we are using a manual daysheet similiar to what
most doctors use to post daily payments .
 
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