S
smonczka
Summarizing totals based off of Account Numbers used in a form…
Have modified the Expense Template in InfoPath. Added a Account
Number field and tied it to the Items field. So when an employee
selects an item like a Parking Expense the account field is
automatically filled out with the Account Number used by Finance for
Parking Expenses.
All is well with the world, but now I get a note from Finance saying
they would like to see totals by Account Numbers or they cant used the
form and we have to go back to using Excel…
What they want is... if someone had three parking charges for $20 each
and one dinner expense for $100. The employee would enter four
separate line items, three parking charges and one dinner in the
expense report. But at the bottom of the sheet there would be a
summary by Accounting Number…
Account Number (parking) $60
Account Number (dinner) $100
Total Expenses $160
Does anyone know how I can summarize a table based off the totals for
each account number in that list? Any ideas at all cause I’m at a
loss.
Thanks,
Steve
Have modified the Expense Template in InfoPath. Added a Account
Number field and tied it to the Items field. So when an employee
selects an item like a Parking Expense the account field is
automatically filled out with the Account Number used by Finance for
Parking Expenses.
All is well with the world, but now I get a note from Finance saying
they would like to see totals by Account Numbers or they cant used the
form and we have to go back to using Excel…
What they want is... if someone had three parking charges for $20 each
and one dinner expense for $100. The employee would enter four
separate line items, three parking charges and one dinner in the
expense report. But at the bottom of the sheet there would be a
summary by Accounting Number…
Account Number (parking) $60
Account Number (dinner) $100
Total Expenses $160
Does anyone know how I can summarize a table based off the totals for
each account number in that list? Any ideas at all cause I’m at a
loss.
Thanks,
Steve