I am trying to figure out the best way to do a small database for some of my workers in the office. I have clients under us and we need to track 2 things...
1. Court Dates.
2. Payment Schedule.
I do all of the payment in QuickBooks, but the version I have is not capable of doing the scheduling the way I need it so it is merely retaining the completed payments and invoice totals. No one other than me is allowed to access it anyway that so it's fine how it is. This database is something I have the other workers accessing and updating.
Now, I want the database to show up as a Monthly Calender. While I would like to keep it as one centralized database I figured two separate reports would work best.
One showing the monthly calender with each day saying a client, the case number, and the actual court information(Time, Location, ect). I'm not too sure how best to retain that information as well in the tables. Or, Rather, I don't want to just delete the old Court Dates to put in a new one under each Client. I'd like to be able to refer back to the old dates. Some clients have multiple cases so they might have 3 or so court dates floating around, and all are active.
The other I need to monitor what payments should be coming in that day for which clients. Also appearing in the form of the monthly calender, if possible. For submitting the information some clients have something along the lines of 30-50 weeks of payments and it's always the same day of the week it's owed. Is there a way to put a start and end date and let it know it's always the same day so Access knows to generate each week and have it put in each week correctly? In addition to just showing that say... $25 is due on Monday Feb 11th, but when that specific payment came in.
I tried to explain everything as best I can. Thank you ANYONE that helps. I don't expect anyone to do it for me, but any help is very appreciated. If anything... does anyone know a good tutorial to help myself learn the newest Microsoft Access 2013? I haven't used access much in almost a decade so I very rusty.
I forgot to mention. The basic information on payments in regards to amount, start, end, and weekly/biweekly/monthly is all done in a word/PDF document I make alongside setting up the new clients. Anything I can set up on those and port into Access let me know and I will be happy to set it up if it makes things easier or faster.