Macro help

Emmily

Well-known Member
Joined
Oct 5, 2008
Messages
676
Hi i have work task which i'm hoping can be automated. The task is to track clients who are on Payment arrangements according to their payment frequency. Every Tuesday I will manually try and work out which clients i need to chase up for payment based on their frequency. I was hoping there is VBA procedure that can be wrtitten so when i run the code it will filter for those specific clients.

Below is sample data

Excel Workbook
ABCDEFGH
1TitleFirst NameLast NameCompany NameTotalInstalmentPayment Start DateFrequency
2MrJamieSmithTest17,846.64100.0029/04/2009Weekly
3MrChristopherBloggsTest25,830.0050.0006/04/2009Weekly
4MrsBrieMastersTest328,633.44500.0008/09/2010Monthly
5MrsBenBuckinghamTest4800.00200.0022/03/2011Monthly
6MrDamienCotTest54,400.00440.0022/03/2011Monthly
7MrPeterPeshTest617,811.00100.0004/03/2011Weekly
8MrNeilSmithTest71,803.00910.0007/07/2011Quarterly
9MrGrantDenyerTest83,960.00330.0008/03/2011Weekly
10MrStevenGerrardTest98,400.00700.0008/03/2011Monthly
11MrGuySebTest104,020.00100.0022/03/2011Fortnightly
Sheet1
 

Excel Facts

Quick Sum
Select a range of cells. The total appears in bottom right of Excel screen. Right-click total to add Max, Min, Count, Average.
So, you are looking to filter those clients who are due to make a payment within 7 days of Today() ?
 
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So, you are looking to filter those clients who are due to make a payment within 7 days of Today() ?

I'm looking to filter for those clients who should have payed within the last 7 days, so i would expect to always see the frequency "Weekly" but dont know on the Monthly and Quarterly.
 
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My excel is in italian language... match with yours!
927Senza_titolo_3.jpg

I'll ask you one thing in private message tomorrow!
 
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I think you have misunderstood my question. I am after a code that will work out which clients to filter based on the date they started and their payment frequency. I will perform this task every tue.
 
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