Color Row Of Overdue Invoice Dates
Jan 31, 2008
I'm trying to build up a spreadsheet with the info below to follow up the due and overdue invoices. My point is to highlight the whole row for an unpaid invoice at the due date.
Here's the basic structure of the document:
A colum: invoice ref
B : name of customer
C : Invoice date
D : Due date
E and F: Amount in EUR and USD
G : Paid (Yes/No)
1. I'd like to highlight the whole row in red when the invoice is due/overdue AND unpaid (G = No). That means 2 conditions.
2. When invoices are paid (when G = Yes), the row should be green.
3. Highlight the whole row in orange when the invoice is unpaid and due in 10 days.
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Dec 31, 2006
I have a very large Excel spreadsheet that is generated through an Oracle application at least once a month at work. I would like some code (either a worksheet function or a VBA) to check and report the following. If the frequency in column C is "Monthly" or "Weekly" just go to the next row. If the frequency in column C is "Annual", add 183 days to the date in column B; if it is "Semi-Annual", add 92 days to date in column B; if it is "Quarterly" , add 46 days to the date in column B; if the frequency in column C is "2-Year", add 365 days to the date in column B. Once the check has been made; I need the new total or date that was calculated checked against the date the report is being run (system clock date). If the date or total days is less than today, a new worksheet, titled "Late" needs to contain that row of data. If the date or total days is greater than today's date, just go on to the next row. I've attached an example worksheet.
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Jul 4, 2006
I have a spreadsheet where I am tracking tasks. I would like to conditionally format the "Completed" cell red whenever the Due Date has passed to easily identify which tasks are outstangin. And I would like that to happen no matther what date someone opens the spreadsheet. (I think I need to use TODAY() here.) Then once the user enters the actual completed date, the cell would go back to white with black font. Below is a sample:
Due Date Completed
5/8/2006 5/8/2006
5/8/2006 5/8/2006
5/12/2006
8/30/2006
This seems like it would be easy to figure out, but I've spent days on it and am not thinking clearly any more.
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Jun 4, 2014
I've used conditional formatting to highlight dates which are due this week and next week, but now I need to highlight which dates are overdue.
Each row is a task/job.
I have a 'Due Date' column.
I also have a 'Date Completed' column.
How do I highlight the overdue dates based on their due date (not today's date)?
And once I have entered a date in the 'Date Completed' column, I need the overdue highlight to be removed.
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Oct 30, 2008
I have an Excel Invoice Template, saved as a template.
I have code that generates a new invoice number each time the template is opened in VBA Editor. The auto numbering system works great! However.... (here comes the sad part)
After I enter all the data I need on the invoice, I want to save a copy of the invoice in a different file folder, which I can no problem. The problem is, if I re-open the saved invoice, we will call it Invoice #100, excel asks me if I want to update, if I say either yes or no, the invoice number will change to Invoice #101. I'm sure you can see how this can cause a major problem if we need to compare information later on, finding the correct invoice would be almost impossible as it would not match the customers invoice number.
What I need to know is:
Is there code I can add to the existing code, to stop the increment on a saved invoice, but not on the original template?
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Oct 28, 2008
I have a Column (G) of dates that is the sum of Column (B) and 6 months. I have conditionally formatted Column (G) to turn RED when overdue Yellow when close and GREEN if more than a month out. At the end of Column (G) I would like for it to add all the "RED" blocks and total them.
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Feb 9, 2010
I am an office worker in a (very) small business, and so we use excel as a simple database, which covers our needs easily. In particular, we use a sheet as a register of fees. The question I have involves the creation of a macro to find over-due fees.
The format of the sheet is:
A.Invoice date | B.Reference code | C.Client name | D.$$ cost | E.Due date (always 14 days from invoice date) | F.Payment received date | G.$$ Received
At current, when a fee is overdue, we manually check the list for unpaid fees past the due date and highlight them (generally yellow) and then copy and paste these to a seperate sheet (same book). I believe this could easily be accomplished with a macro, but I am not at all fluent in the coding.
What I believe the macro would require to do is sort through the list (first invoice in row 4), Check ifblank for column B (to make sure a fee exists), then check current date against due date. If 'overdue', check that G=D (received = cost). If not, highlight that row and copy to row 1 of new sheet. then return to fee sheet, move down a row, rinse and repeat untill out of fee's.
If column B is blank, then it might be the 2 row gap left between each month, so it would need to check ifblank for 3 consecutive rows before ending the macro.
If due date is blank (which happens sometimes because we enter drafts into the sheet, and just leave the dates blank until we send them out, but still has a ref code) then it should count as 'not overdue' and move on.
I think it'd be better as an on-click macro rather then an automatic macro, since it only needs to be done at certain times, not every time we fiddle with the sheet a bit. Being on-click, it could even use the same sheet to copy all the overdue's to (rather then create a new sheet every time), as long as it 'select all - delete's it before copying the new things.
Thanks for any help. I signed up just to get this help, so I deeply appologize if I have broken some sort of policy or rule.
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Jan 20, 2014
I have a file that's almost 3000 rows of data I have attached a test file for the purpose of this request. I am trying to figure out the average days overdue per department whose due dates have not already passed.test (1).xlsx
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Jun 17, 2014
I have the following:
A1 = Date item is due. (DD/MM/YY format)
A2 = Time the item was delivered (HH:MM:SS format)
B1 = Actual Date item was delivered.
B2 = Actual Time item was delivered.
I'd like C1 to count the number of days the item was late. - taking into account that 16:00:00 is the deadline on each date.
For example:
Due Date: 17/06/14 @ 16:00:00
Arrival Date: 17/06/14 @ 16:01:00
Days Late = 1
Due Date: 17/06/14 @ 16:00:00
Arrival Date: 18/06/14 @ 15:00:00
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Jun 17, 2014
I have the following:
A1 = Date item is due. (DD/MM/YY format)
A2 = Time the item was delivered (HH:MM:SS format)
B1 = Actual Date item was delivered.
B2 = Actual Time item was delivered.
I'd like C1 to count the number of days the item was late. - taking into account that 16:00:00 is the deadline on each date.
For example:
Due Date: 17/06/14 @ 16:00:00
Arrival Date: 17/06/14 @ 16:01:00
Days Late = 1
Due Date: 17/06/14 @ 16:00:00
Arrival Date: 18/06/14 @ 15:00:00
Days Late = 1
Due Date: 17/06/14 @ 16:00:00
Arrival Date: 18/06/14 @ 16:01:00
Days Late = 2
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Oct 20, 2008
i am using excel 2003
i have a list of dates, which i want to color.
the even numbered months will have one background color
and the odd numbered months will another color
in the attached file, i have given a visual example.
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Feb 26, 2014
I have a spreadsheet with 4 columns. The first column is a Date/Time object and the next three columns represent the R, G, and B values of a color. The color values are 8-bit numbers(0-255). What I'd like to do is create an area or bar chart where the x-axis are the dates and the y-axis is the overall brightness of the color (a simple average of R,G,B would suffice). However, I'd ideally like the color of the bar to be displayed by the R, G, and B values from the cells. Is this possible? I've attached a dummy file for reference.
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Oct 25, 2006
I am trying to use Options>View - Zero Values.", "style="background: #FFFFFF;padding: 2px;font-size: 10px;width: 550px;"");' onmouseout='GAL_hidepopup();'>formatting.htm" target="_blank">Conditional Formatting to change the cell color based on wether the content is an even number or an odd number. Actually it is an even or odd date but I figure that it will read the date as it's serial number and that would be a number. I thought I would use something like "Formula is: =MOD(VALUE,2)" but I can't get it to work. I'd like to be able to do this without using the Analysis Toolpack. Even though ISEVEN seems like it might be a good solution.
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Jan 9, 2008
I have 4 cells in a single row. I would like the first 3 cells to contain various data for assigned tasks to employees. The 4th cell will contain a date, but that date will only be inserted once the task has been completed. The behavior of the cells over time needs to look like this:
1. The first 3 cells must have text in them and remain with white backgrounds until the date is inserted in the 4th cell.
2. All 4 cells must turn gray once the date is inserted in the 4th cell.
A user on another forum gave me Cell Value is Not Equal to ="" as the answer. This does not work as I have text in the first 3 cells and need them to remain white until the date is inserted in the 4th cell. Using "Formula Is" makes more sense to me as an approach, but I'll be hog-tied if I can figure out how to write the formula for it.
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Dec 12, 2007
I have a spreadsheet for tasks.
Column C has dates in it, Column H onwards has has month divided by weeks.
What i want to do is:
Fill the columns from H onwards with colour if the date in column c falls within a certain range.
eg. If date in C1 is between 01/12/07 to 06/12/07 then fill H1 with red
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Aug 24, 2009
I have column "C", starting from "C5" with dates till C200, but not all cells have dates some of them are also blank.
I want the cell to change color depending on the date.
If the written due date is in a month from today, I want it to turn yellow, and if the due date is in the past from today, I wanted to turn red. I want it to get updated every month.
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Oct 30, 2013
I am having an excel sheet where I enter the delivery dates. There are few freezes and restricted dates.
When I am entering the delivery date which falls under the freeze or restricted date, the colour of that cell should change.
How to achieve this either using some macro.
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Aug 1, 2007
Im working on a large workbook with multiple worksheets. Each of these
worksheets has a large amount of data relating to training records. In
particular, the date that an employees certification is due to expire
(eg: 01/02/2007 or 31/09/2009 etc)...(im also in Australia so my date formats may be different).
I need to color code these records with the below logic, eg:
If Cell Date is <Today() = Red Text or Cell
If Cell Date is <18months from Today()+1 = Yellow Text or Cell
If Cell Date is >18months from Today() = No change - leave white
I have basic VBA knowledge, but will be able to work my way through
some of the code that is posted.
It's also key to note that there are multiple 'Blank' and 'Text' Cells
in these worksheets. I only want to apply this code to a cell if it is
populated with a date, is this possible ?? (eg: i only want to change
the color of the dates listed, not the other cells with text and single
numbers).
I have played around with the Conditional Formatting but i will need
more than 3 conditions in the future. I've also attached a small
screenshot of the data for your convenience.
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May 14, 2008
I have dates in Column D (mm/dd/yyyy). I'm trying to write a macro to compare the date in any cell in Column D to the current date. Then, if the date in that cell is within a month of the current date, color it red. If the date is within two months, color it orange. Etc, for up to six months. I've read up a little on dates in VBA, but I'm pretty lost.
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Apr 12, 2009
Been doing a lot of searching with no luck, I think this is a very easy fix I hope.
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Oct 3, 2013
I'm Trying to create a invoice that generates the invoice number automatically every time its being opened
Now, how to do it with a macro but the problem is i need the invoice to be saved as a template. In the end i need the invoice template to move the invoice number to the next one when opened and when im done with the invoice i need a print button that saves the invoice with contents to a specific folder, clears the contents and saves the invoice with the current invoice number as a template so that next time its being opened it can just adjust the counter.I have done the counter adjustment part .
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Feb 11, 2009
I'm using excel 2007.
I have a master invoice worksheet and a name/address worksheet within the same workbook.
I want to create a dropdown bar? in the invoice, to select a name and address to put into the invoice.
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Oct 21, 2009
I m making invoices and daily i have to make around 100 invoices, every time i have to select/copy the latest invoice and paste it downwards (as attached).
kindly tell me a macro so that i can click on button and invoice# 02 (as highlighted & attached) should be pasted on the place where i will keep my Curser. It should be pasted on the place where i will keep curser.
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Aug 3, 2013
I am creating a database for Customers and Invoices.
1.I want to select a customer from a drop down list. I only have a few customers.
2.I want to save Invoices to review or make changes before mailing.
Per sample Invoice template.
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Apr 13, 2009
Leith got this perfect for me, but my example does not work right. Not sure why it does not save last invoice number too the workbook. The invoice number increase works great, I must be missing a step.
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Apr 21, 2009
I have a invoice that I use, thanks to royUK is working pretty good now. I'm not sure if there is a code I can add too refresh my invoice counter. When I clear the page it moves up one number,now that I have two invoices in the same book it does not refresh the invoice number in the other invoice. royUk worked on this a lot yesterday and had some great ideas in cleaning it up. On my one day invoice he was able too give me a warning when I ran out of cells to input my marcos, but not sure how too do it in my two day because it has two pages. Their are so many helpful people here, I wish I could take them all too dinner.
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May 5, 2009
Testing to see if this works ( ignore the multi posts, forum had a problem )
I basically need a macro to select whats inside the blue border area and print it.
I plan to include a button next to each invoice so i can just click the button and have it print the adjacent invoice.
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Sep 23, 2008
im trying to achieve is creating an microsoft word (or simalar) invoice from my excel spread sheet.
My current excel spreadsheet is set on a monthly basis. on it it has my customer list. I provide a service for people so at the end of that month i enter what type of service and who for and make a seperate invoice based on the calculations........ C#&P ive got no idea what im talking about
Im gonna make a fake formula and hopefully somone will understand what im trying to do, everything in these brakets { } is what im trying to do
={cell F6 (customers name)}({send the info in this cell (customers name) to word temlate and insert into customers name section})
Good way to explain it is that i want excell to automaticly create a word invoice, and im guessing i need to have a word template for it.
I really hope someone understands what i am trying to do because at the end of the month it takes about 2 hrs to enter all the different info for the customers into my excel spread sheet and another 2 days to make all the invoices for each customer and it is only a matter of time before i make a simple mistake which could cost me thousands...
was told that words mail merge would work but it wont do what is required. Open to any and all sugestions
I also got told to steer clear of word cos excell can make a good invoice and it would be easier
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Oct 7, 2009
i have this at the moment:
in a sheet named CURRENT is all our data.
when the jobs done the Satus Column "F" is changed to INVOICE
and then once a day or whenever they are all moved to a new sheet named the month and year, in this case JUN 09 this works fine as it is but at the moment i have to delete the lines myself from where it took the data from in CURRENT or AtoZ then remove them in 1 go.
Simply put, i want the code to remove these lines itself....
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Nov 30, 2009
Is there a way to create incremental invoice numbers via a formula in excel every time it opens up?
I would like it to appear in a specific box "e5" on the spread sheet I have read a lot of info but I am lost I have no idea what vb is or how about editing it.
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