Wednesday, June 23, 2010

Statement of Accounts to Customers

Method 1 : Using copy and paste


1. Design a Statement of Accounts format in a separate sheet.
2. Make a copy of the data entry sheet.
3. Highlight the relevant data of the customer we interested.
4. Copy the relevant data and paste into the Statement of Accounts format.


Method 2 : Using formula


1. Design a Statement of Accounts format in a separate sheet.
2. Make a copy of the data entry sheet.
3. Sort the data according to Accounts and followed by Date.
3. Use formula to extract relevant data into the Statement of Accounts format.


Note :


- One customer by one customer.

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