@ Flash & Tech -
Any chance that I could get a blank work-sheet with just your headings on it?
Just to give me that "ah HA" moment?
My Excel 2012 MS workbook has the following pages:
Page (tab) #1 = "MSCs" - with the headers I listed above.
Page (tab) #2 = 1st QTR - this is where I list a job as soon as I am assigned it or I self assign it. It's basic, just with MSC, Client, Address, Job #, Due Date, Fee & Reimbursement + Notes.
Page (tab) #3 = 2nd QTR - April, May, June same as page #2
Then after this, I have a separate month worksheet. Each worksheet is named "MONTH 2012". I take the jobs from all of say, January. Paste into this sheet. I have extra columns in here with "pay date, amount paid, method paid, mileage costs." I also sort this page by the name of the MSC so when I get paid, it's easy to just scroll down my list. My "Quarterly" worksheets are sorted by Due Dates.
I know it sounds extra complicated, so far it is working - sort of - for me. It takes a little bit longer.
Flash, I went into the spreadsheet that you had sent me; and I'm not sure if I was feeling stupid when I was reviewing it or whatnot, but as easy as it appears, I really started confusing myself!
I wish we could have a "video chat" teaching seminar on setting these up!!
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Proud To Be A Soldier's Mom