I am trying to create a user-friendly database to enter invoice records (deductions and additions) for securities. I would like to be able to run queries with running totals from month to month inclusive (end total of one month = starting total of next month). I have already figured out how to create a running total; however, I have numerous "companies." Each record could be from any of 30 companies. When I add up the running total from say January 1 to February 28th, I get the additions and deductions of all the companies, not just the one I want. Inputting the companyID (example A110) in the query box only adjusts what is displayed, not the running totals that go by the total deductions from the records before that record (I assigned each record a "databaseID" because dsum does not recognize dates in the criteria box, if I want to do a running sum. I was wondering how to fix this and/or if there is a better way to organize this database.
I also was wondering if it would be possible to build forms with macros to create these queries in a user-friendly manner (so the company that I am interning for can create queries when they need them without me there).
I also was wondering if it would be possible to build forms with macros to create these queries in a user-friendly manner (so the company that I am interning for can create queries when they need them without me there).