![]() ![]() ![]() With Application.FileDialog(msoFileDialogFolderPicker) You will also find a button called "Combine All Invoices" on Main Sheet and you may click this button to run the code. The file has a hidden sheet called Template in it with the headers only. They all start that same way: # followed by invoice number and underscore.ĥ) Is it okay if the code opens a Folder Picker Dialog Window for you to choose the source folder where all the invoice files are saved? Or it is always a fixed folder? If yes, what's the full path of the source folder?įolder Picker Dialog Window is fine since I have different folders I need to run it find the attached with a code called "CombineAllInvoices" on m_CombineAllInvoices Module. They are all in the same main folder(s) with some having subfolders. I like the idea of moving to a sub-folder so I don't have duplicate data, but I don't know if that will be good in practice, unless it's easy for me to disable those lines of code if needed? But just saving everything with the folder name + datetime stamp is fine. Named after the folder that the invoices are in + datetime stamp I was thinking. But I agree with you, the naming isn't good. You could name them like _Invoice, _CompanyName, _Address etc.I actually didn't create the template/worksheets, someone else did a long time ago. ![]() For example:ītw I saw that you have created the Named Ranges on invoice sheet, that's a good idea but at the same time names of the named ranges are not meaningful. It would be nice, but looks too complicated.) I'm only using information from the "Invoice" worksheet, not the "customize" one. (I'm not sure if it's possible to put in the Qty, Description, Unit Price since the locations vary with each invoice and they are multiple lines. Is it possible for you to upload one invoice with some dummy data only in the fields which are to be fetched into Master Invoice File?At bare minimum it would just be the "Customer" info: Name, Address, City, State, Zip, Phone, and the Invoice Number. Where exactly you will enter the Invoice#?I enter it directly in the field next to "Invoice No." I believe the field is named NO. Unless I don't understand what you mean by dummy data? I just randomly entered values that match how my layout is. xls file extension?ĥ) Is it okay if the code opens a Folder Picker Dialog Window for you to choose the source folder where all the invoice files are saved? Or it is always a fixed folder? If yes, what's the full path of the source uploaded invoices without any dummy data, never mind.All the invoices I uploaded should have dummy data in the "Invoice" worksheet. ![]() #1000_CompanyA-Project1.xls etc.? I am asking this as code needs way to differentiate between an Invoice file and other files if files other than invoice files are also saved in the same folder.Ĥ) Will all the invoice files always have the. Can I also assume that names of all the invoice files start with a # sign i.e. You could name them like _Invoice, _CompanyName, _Address etc.ġ) When a Master Invoice Workbook is created with details of all the invoices, how would you like to name it? Will it be a new Master Invoice with a datetime stamp in the file name each time you run the code.Ģ) If the above assumption is not correct, would you always like to have one Master Invoice File and delete any existing data in previously Existing Master Invoice file and then append data from all the invoices? Or once you run the code, all the invoices which are processed by the code should be moved to another sub-folder (say Consolidated Invoices in the same directory) so that you don't duplicate the data in the Master Invoice File while running the code next time?ģ) I assume that all the invoices are saved in the same folder. Is it possible for you to upload one invoice with some dummy data only in the fields which are to be fetched into Master Invoice File?ītw I saw that you have created the Named Ranges on invoice sheet, that's a good idea but at the same time names of the named ranges are not meaningful. Where exactly you will enter the Invoice#? The best part of using an Excel template is that you can easily reuse your template's design across even more complicated business documents like balance sheets and cash flow statements.ĭon't stop with just creating or downloading a beautiful and professional invoice template in Excel.Uploaded invoices without any dummy data, never mind. This will strengthen your brand's credibility and professionalism.Įxtending your professional branding to your other business documents should also be in your mind. Whether it's an invoice template, or a purchase order template, you should use the same layout and design. But if you use Excel for your invoice template, it becomes easy to standardize across all your other business template needs. Chances are, invoices aren't the only documents you need to issue for your business. ![]()
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