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How to create every month collector on 1st of month

Discussion in 'Business Applications' started by alan83m, Dec 24, 2012.

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  1. alan83m

    alan83m Thread Starter

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    I am a i nsurace agent, i have to collect the premium with my client every month. Every time need to check 1 by 1 is tired.
    i also find many tutorial but still not understanding the step. if any can help just to help. can be the due date client put in a notice boxes?

    Here is my file:
     

    Attached Files:

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  3. etaf

    etaf Moderator

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    did you want to use conditional formatting on say the name - so it checks todays date - v due date v if paid already and change colour

    you have also listed in a public forum, names and policy numbers - available for everyone to use

    I will remove the file - if you could reload with dummy data - sorry for inconvenience if this was already dummy data - but not made clear
     
  4. alan83m

    alan83m Thread Starter

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    Sorry about that, I just wan the due date by that month only,but want repeat every month.
     
  5. etaf

    etaf Moderator

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    not sure what exactly you want to happen -

    can you post some dummy data for people to review

    it would be simple to have a conditional format of the name to be highlighted if todays day is the same as the policy day
    eg - if the policy is 3/2/11 then on the 3rd of each month the name could be highlighted and could stay highlighted for say a day or two - or change colour when over due

    How would you know if paid ?

    or it could just stay for a couple of days

    conditional format to use

    =IF(DAY(NOW())=DAY(E5), TRUE,FALSE)
    and fill change colour for true

    put into cell C5 as a conditional format and then copy > paste special > to C6 - C51

    so now all people when the renewal day = todays day would change colour
    and you could add between days if you want to keep the highlight longer

    lots of other ways to do it based on if paid or not and based on the month
    but to do that you need to
    1) load dummy data in exact format and exact possible entries
    2) details the rules to use
     
  6. alan83m

    alan83m Thread Starter

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    actually i dun know wat is dummy data, i find many solution can solve my problem, is just i dont know the formula of reminder.
    i have another question for ask, can i do a form format for my file, example: sheet 1 is let me key in the info & sheet 2 will be display the info, can excel do that.
     
  7. alan83m

    alan83m Thread Starter

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    How would i know i pay? so what i can do to solve this?
    You give me the formula just show me the colour only, so what can i do if my client is pay to me?

    What u mean that,sori coz i stilll new bird?
    1) load dummy data in exact format and exact possible entries
    2) details the rules to use
     
  8. etaf

    etaf Moderator

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    data that is not real , for instance you have names and policy numbers - they should be made up policy numbers and made up names- not real people with real policies

    dont understand the question, can you give the examples of the formula you want to understand

    yes , you would again need to be very detailed and explicit in what you would want to type on sheet 1 and how it appears in sheet 2

    a simple way is to use

    =sheet1!cell

    on the 2nd sheet to refer to the cell on the forst sheet

    so say you want whatver is in sheet 1 cell A2 to appear in sheet2 cell E2

    then in E2 on sheet 2 type
    =sheet1!A2
    now what every you type in A2 on sheet 1 will appear on sheet2 cell e2

    or you can have a much more sophisticated form that populates the sheet
     
  9. etaf

    etaf Moderator

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    we can add that info as well

    so need to know on the sheet - how do you represent when a payment has been made ?
     
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