Project For Work

[RagnarokX66]

I work in the accounting dept of my company and would like to simplify the management of our employee credit card use.

There is a small set of employees each with a small set of credit cards with which they may accrue expenses for any one of 5 different affiliate companies. Every month the statement charges for each card must be broken down by employee, company the expense was used for, and the appropriate expense account.

Ideally I would like the following:

One worksheet within a workbook that is set up like a standard credit card expense report but with drop down menus for type of credit card and employee that will allow me to enter the appropriate data for each.

For example, I select credit card type: Citibank and employee: John Smith.
Now I enter all data for this employee and card.

If I switch to another employee/card the cells should be empty and ready for data entry. If I go back to John Smith's Citibank card the old data I entered should appear.

My thinking so far has been to try to link the data entry portion of my worksheet to like-sized ranges from another sheet...essentially entering data into another sheet from my main worksheet where it will be kept. Each combination of employee/card will present an independent range from a different spot in the workbook.

I have not had any luck learning how to do this with excel so far.

Is there any advice to be had out there?

Thanks

 

[shg]

Welcome to the board.

You could just use a single sheet for all banks and all employees, and autofilter on the bank and employee of interest.

http://www.contextures.com/xlautofilter01.html