I have a problem I am trying to find a work around for. I have a list in excel from our controller of health insurance fees that have been applied to student accounts, and have also been removed (due to waiving insurance). What I am trying to do is filter the list out based on who has a zero balance when adding their multiple health insurance fees together.
For example, John Smith was charged the fee on 7/1 for $1688, but submitted a waiver on 7/31 to have the charge removed. It will show like this:
Name Date Amt
J Smith 7/1 <-$1688>
JSmith 7/31 $1688
If I were to calc these 2 entries it would come out to zero. Does anyone know of a good way to do this? I tried tinkering with a query and a report to get it to do what I want, but it comes up bad. I think the report is probably the way to go if I could figure out how to do the sub-total of the field.
Any ideas are very appreciated.
-Mike
For example, John Smith was charged the fee on 7/1 for $1688, but submitted a waiver on 7/31 to have the charge removed. It will show like this:
Name Date Amt
J Smith 7/1 <-$1688>
JSmith 7/31 $1688
If I were to calc these 2 entries it would come out to zero. Does anyone know of a good way to do this? I tried tinkering with a query and a report to get it to do what I want, but it comes up bad. I think the report is probably the way to go if I could figure out how to do the sub-total of the field.
Any ideas are very appreciated.
-Mike