Overdue Fees To Separate Sheet

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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