When I run a report in the Contra Account Sheet page, a Document Number column is included. However, I don't recognize the numbers that are given for vendor bills. They aren't the actual bill reference nor the internal ID's, so I was wondering where these come from. Would anyone happen to know?
Related
How to find customer demand only smart phone from several products
I tried Mid function to seperate smart phone but it was not available in first column.
I am working on a pivot table in excel that shows a list of companies that have recently received loans, each from a different group of banks. I have a column for each bank indicating whether they contributed to a loan for each respective company (see picture below). My goal is to make a slicer (or other filter method) that allows me to select the loan issuing banks I want to consider. Right now I have a slicer for each bank, but would prefer to merge these into a single slicer.
E.g. suppose I want to see what companies have been issued a loan by bank 3 or bank 5 - then I would select these two from a list of the banks.
Help would be much appreciated!
List of Companies that have made a loan, with respective list of banks that have contributed to the loan
I have data in an excel sheet that is essentially a list of all orders for my company over its life span (approximately 14 thousand orders if it matters.) The following fields are relevant for what I'm trying to do currently.
Purchase date (i.e. 6/23/19)
Customer ID (unique ID given to each customer, this ID is constant across all of a customers purchases)
Product category (widgets, woozits, etc.)
Sales person (John Doe, Jane Doe, etc.)
What I'm trying to figure out is our repeat purchase rate by category, and then by sales person.
So ideally I'd like to be able to determine something like
Product category: Widgets
20% of people whose first purchase from us is a widget, purchased something else later on
Of widgets sold by John Doe to first time customers, 15% of the customers purchased something else from us later on
Of widgets sold by Jane Doe to first time customers, 25% of customers purchased something else from us later on.
So basically trying to figure out if different sales reps have better repeat purchase rates on their orders, however we must divide this by product category as our repeat purchase rate by category is going to vary widely (and some sales reps only sell items from certain categories so it would be unfair to compare across categories.)
I believe to do this I need to figure out how to say something like
"Find every widget John Doe sold ; see how many have customer ID's that did not appear on an earlier date ; then see what % of those customer ID's appear at a later date regardless of the next product category or sales person they purchased from."
Hopefully someone can help. I apologize if I didn't explain something particularly well, if there's any confusion I can try my best to clarify.
Thank you!
I have a saved search to display invoices with original amount due, then if any credit memos applied, along with if any discount taken by the customer for terms, and then the actual payments against the invoices. The issues I'm having is when I'm adding new formula column to display the date invoice was paid in full. When I do that, numbers for "Credit Memo Amount" line and "Disc. Taken" are going wonky when I try to add any this new formula column to the saved search. Does anyone have any idea why that is? System seems to be multiplying numbers many times over. Any input is appreciated.
The issue is that as soon as you take one value from the System Information you will now get a row for each of the lines in the System Notes on the Invoice, which is going to affect your SUM columns. To prevent against this you need to add something to your criteria to limit the number of System Notes fields. For example, you could add a System Notes : New Value filter and set it equal to Paid In Full. This should limit it down to one line.
I am very new to most of this. I am trying to analyze account attribution a large Excel spreadsheet containing invoice information. My columns A:AF are all the data describing each invoice in our system (name of provider, name of person billed, date received, date billed, etc...). These invoices are assigned to several different GL numbers (up to 22 per invoice). I was given a long string which I was able to break down into columns 4 columns per GL attribution and which I appended to the end of every invoice, where applicable (AG:EL).
Each GL attribution has 4 columns (always in the same order):
GL number
Billed amount before taxes
Amount of tax 1
Amount of tax 2
I would like to see whether there is any way I can have rows created automatically to have one entry per GL attribution instead of one entry per invoice. I would like for the general invoice information (A:AF) to be copied onto the newly created rows. I would really appreciate your help on this as I feel rather lost!
Thank you in advance! :)
I'm not entirely sure what you are trying to accomplish from your description, but if you look into using VBA and make an "if...Then..." statement that will copy and paste the information you want depending on the value of the GL columns that should be a good place for you to start.