This is probably a simple question to answer, but I don't have the answer. I am not a programmer, but can do the basics of creating an MS Access table, and do some creation work in Excel and Word.
I have a document in Word which is an invoice. It is linked by mailmerge to an Access table. The invoice does calculations for a rental bill. I need to send out rental bills to 6 rentors. First I enter data into MS Access. This data changes somewhat each month. Then I open the Word document and move from record to record confirming that the bills are filled out and calculating correctly. Then print copies and send the bills out.
Here are my questions which I have not been able to find answers for on the web. The answers may be simple but I have spent too much time already trying to find them.
1. Can I use an Excel document to make calculations and move from record to record in Excel and have the data supplied from my table in MS Access? I would rather use Excel than Word, but Excel doesn't seem to have a mailmerge type of functionality.
2. Could I instead use Microsoft Office Accounting Express to do this billing? I want to have one invoice that does all the calculations and moves from record to record just like in Word.
I just need someone to tell me what the options are, if additional software (such as add-ins) is needed, or if I should just stick with the current working method of using Word, mailmerged to Access. For this information, I am willing to pay someone. I send out 6 bills each month to 6 different rentors. Each bill looks similar, but has different figures. I have also created 6 Excel workbooks, but this means I have to enter data into each one individually, and it would be easier to enter the data into a table in some database, whether Access or some backend database in an already existing program like MS Office Accounting, which I have.
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It would be better if you create a report in Access that does the calculations. The report would be your invoice, doing away with Word altogether. I could this if you're not sure how.
I am an accountant that now does access database development so I can develop what you need in Access/Excel as well as keep the accounting aspect in mind. Thank you!!