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Home > Courses > Access > Seminars > Payables > Outline
Access Payables Seminar

00. Intro (3:58)
What's Covered
Pre-Requisites
Versions Used
Student Forums

01. Payee & Category Tables (11:41)
Create new database
Place in trusted folder
Overlapping windows setting
Application title
Collapsed Ribbon
Create the Payee Table
Create the Category Table

02. Payee Form & List (12:55)
Create the Payee Form
Combo box for category
Create the Payee List Form
On Double Click event to open Payee

03. Bill Table & Form (11:42)
Create the Main Menu Form
Make Main Menu the startup form
Create the Bill Table and Form
Conditional Formatting for overdue Bills

04. Bill Data Entry (9:56)
Form for quick data entry of new bills
Alternate row color
Tab Order
Data Entry property

05. Payments & Balances (10:44)
Create the Payment Table
Aggregate Query for Payments by Bill
Bills with Payments Query
Calculate a Balance for each Bill

06. Payments on Bill Form (11:08)
Put balance info on forms
CCur function
Payment listbox on Bill form
Requery listbox in OnCurrent event

07. Bills on Payee Form (9:37)
Listbox to show Bills for Payee
Dynamic SQL statement
Labels for listbox columns

08. Sort Bills on Payee Form (13:02)
Sort by columns
Click on label to sort
RequeryBillList private sub

09. Show Open Bills for Payee (7:51)
Show All Bills checkbox
WhereStr variable in SQL
DblClick event to open bill form

10. Add New Bill (13:41)
Add new bill button on Payee form
BillF made non-updateable
DLOOKUP
IsNull
IIF
Check to see if a form is loaded
OnClose form event

11. Balances on Payee List (12:31)
DSUM function
NZ function null to zero
CCUR function convert to currency
Add balances to Payee List

12. Last Bill & Payment (11:07)
Last Bill Date
Last Payment Date
DMAX function

13. Payee List Sorting (16:45)
Sort functionality on Payee list
Recolor label to show sort column
Me.Controls collection
RGB color function

14. Revise Bill List Form (9:31)
Deleting embedded macros
GoToRecord
GoToControl
Button to open selected Bill

15. Bill Summary Form 1 (10:38)
Create bill summary listbox
Add header labels

16. Bill Summary Form 2 (13:27)
Add sorting capability
Requery the listbox
Sub to recolor labels
Double-click to open bill
Button to open payee
Listbox Column property

17. Bill Summary Form 3 (11:54)
See all, paid, or unpaid Bills
Combo box with set values
WHERE condition in SQL
OnOpen event to set initial listbox

18. Bill Summary Form 4 (12:09)
Add combo box for due date filter
What's past due? Past due 30 days?
What's coming up in the next week, month?

19. Bill Summary Form 5 (8:12)
Total for Balance column
DSUM with existing SQL where criteria

20. Payment Form 1 (8:40)
Create Payment Form
Get default values from previous form

21. Payment Form 2 (8:16)
InputBox to prompt for payment amount

22. Payment Form 3 (10:12)
Refresh all forms on updated balance
Hide payment button if balance is zero

23. Better Add Bill Method (13:29)
Add Payee Button
Refresh Payee List Form
Adding a Bill without an Amount
MsgBox prompt
Before Update event
Cancel Update event

24. Misc Updates (11:17)
Updates to Main Menu
Update color labels on open
Button to add bill on Bill Summary form
More refreshes when form closes
Refresh on change of Amount Due

25. Overpay Bills (11:29)
How to overpay a bill
MsgBox with vbYesNoCancel
Show total balance on Payee form

26. Quick Pay Bills 1 (11:36)
Processed field in Payment Table
Unprocessed Payments List Form

27. Quick Pay Bills 2 (14:04)
VBA code to quick add payments
Open the Payments List Form
Go to new record
Set amounts
Refresh listbox

28. Payment Methods 1 (11:18)
Payment Type Table
Check, Cash, BillPay, Credit Card
Payment Type Combo for Payees
Payment Type Combo on Payment Forms

29. Payment Methods 2 (14:18)
DLOOKUP Preferred Payment Type
Prevent user from adding bogus payment
After Delete Confirm event

30. QuickPay Next Item (7:36)
Set BillList to Null
ListCount property
Use Column property to pick a record
Row parameter

31. Process Payments 1 (11:53)
Add Processed to Payment Form
Edit PaymentWithPayeeNameQ Query
Add Payment Type Filter
Add Processed Filter
RequeryPaymentForm sub
Clear Filters label

32. Process Payments 2 (13:35)
Processed Filter Checkbox
Changing Form Name in All VB Code
Find and Replace in whole project
Add PaymentType to Query
Design Payment Form
Can Grow / Can Shrink

33. Process Payments 3 (14:04)
Sorting & Grouping
Group by Payee
Group Footer Total
Limit records based on Payment List Form
SQL Me.Recordsource for Report
Read filters from Payment List Form
DoCmd.OpenReport
On No Data
On Error Resume Next

34. Process Payments 4 (11:27)
Create a Check Report
Layout fields for printed check
Convert Currency to English
Five Hundred Ten Dollars and No Cents

35. Process Payments 5 (9:47)
Print Account Number on Checks
Mark Payments Processed
While Loop to Mark Processed
ProcessedDate

36. Recurring Bills 1 (12:55)
Recurring Bills Table
Frequency Table
Calculate next due date by frequency
NextDueDate public function
PayablesModule
Select Case statement
DateAdd function

37. Recurring Bills 2 (15:07)
Using NextDueDate in a Query
NZ for unprocessed (null) bill dates
Recurring Bills Form

38. Recurring Bills 3 (9:20)
Target Date
Loop to process recurring bills

39. Recurring Bills 4 (9:49)
Adding recurring bill to BillF form
Testing the loop
With VB command

40. Next Recurring Notice (8:29)
Show next recurring bill date on Main Menu
Modify color if past due
Popup warning message

41. Reports 1 (10:34)
Aged Accounts Payable
IIF to determine current v past due

42. Reports 2 (16:22)
Aggregate Query For Accounts Payable
Due in 30 days
Current Bills
Past Due 30, 60 days
Accounts Payable Report
Page Numbering
Report Footer

43. Reports 3 (10:21)
Bills Between Dates Query
Start End Date on Main Menu Form
DateSerial Function
DateAdd Function
+1/-1 Month Labels

44. Reports 4 (7:46)
Form with Embedded Chart
Pie Chart Summary of Expenses by Category
Format Chart Objects

45. Referential Integrity (8:20)
Setting up Global Relationship
One to Many
Enforce Referential Integrity
Cascade Deletes
Cascade Updates
Data Violating Rules Already
Find Bad Data

46. Payment Terms 1 (8:36)
Explanation of NET terms with discounts
2%10 NET 30
Setup TermsT Table
Add TermsID to Payee Table, Form

47. Payment Terms 2 (14:49)
Remove default dates from BillT
PayeeTermsNumDays Function
Set Bill, Due dates in Amount AfterUpdate
UpdateDueDate Sub
Update Due Date if Bill Date changed
Update same code in BillF
Update Recurring Form Loop
DueDate = NextDue + PayeeTermsNumDays(PayeeCombo)

48. Payment Terms 3 (17:29)
When payment is made, check for discount
Deduct discount from bill amount
Add DiscountTaken field to BillT, BillF
Code in BillF to take a discount

49. Payment Terms 4 (11:59)
Code in Quick Pay to take a discount
Convert listbox text to currency with CCUR

50. Qualified For Discount (6:34)
Query to show bills you can pay for discount
IIF Function to determine if qualified

51. Payee Priority (12:44)
Create Priority table
Add Priority to Payee Table
Adjust Bill Query
Add Priority column to Bill Summary Form

52. Repeat Until Date (11:45)
Recurring Bills Limited Repeat
Fix #ERROR on RecurringF
Add RepeatUntil date to table, form
Set default frequency

53. Bug Fixes 1 (7:35)
Set processed date on Payments form
Sort payments by Payee name
Add Payments to Selected Vendor to footer

54. Bug Fixes 2 (8:39)
Show only Active Payees
Warning if payee has a balance on inactive
Checkbox on payee form to filter payees

55. Bug Fixes 3 (9:54)
Payee Notes were Text not Memo
New Line in Field for Memo
BillSummaryF Due in 7 days
Fix Next Recurring on Main Menu
Add "there are payments to process" warning

56. Review (3:56)

57. Lesson Summary (14:34)

58. Database Walk-Thru (14:25)

 

 

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Page Tag: outline access 5 04  PermaLink  Access Payables Seminar