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A Report Challenge - Printing Three-Section Check

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  • A Report Challenge - Printing Three-Section Check

    I need your help in printing a three-section check for our church. I setup a single table/form expense reimbursement program. A member fills out a reimbursement request form for their purchases. The accounting office enters the data and prints out a check. The check is a single page (letter size) three parts with the check on the top with two voucher sections (middle and bottom). So far so good.

    It got a bit complicated when a member purchases three items for three different departments. We currently print three checks for the same member since each transaction must be associated with a department that the purchase was made for. So, in order to save checks (and the hassle of printing multiple checks) we want to print a single check for the total amount to be reimbursed with three different items listed in the two voucher sections (middle one to recipient and bottom one for accounting office).

    Easy enough I thought; three purchases are entered as three transactions (as we currently do) except we use the same check number for three transactions. Then I filter by the check number to print the check using a group header to print the top check section (payee, the total group amount, etc.) and use the detail section to list each transactions into the middle voucher section of the check page.

    Now the difficult part (at least for me); How do I print the same information that is listed in the detail section (the middle section of the check page) to the bottom third of check page? Also how do I handle the varying size of middle and bottom sections due to varying number of records?

    I am clues less as to the solution your help will save lots of checks. Thanks.

    Eugene

  • #2
    Re: A Report Challenge - Printing Three-Section Check

    Eugene

    You are perplexed because this is a tough report to write.

    If you have max number of lines at 3 it's easier.

    Otherwise a continuation check is needed.

    I handle this type of report by using the html printing option and xbasic functions to generate the html.

    For checks I usually work with quickbooks.
    Al Buchholz
    Bookwood Systems, LTD
    Weekly QReportBuilder Webinars Thursday 1 pm CST

    Occam's Razor - KISS
    Normalize till it hurts - De-normalize till it works.
    Advice offered and questions asked in the spirit of learning how to fish is better than someone giving you a fish.
    When we triage a problem it is much easier to read sample systems than to read a mind.
    "Make it as simple as possible, but not simpler."
    Albert Einstein

    http://www.iadn.com/images/media/iadn_member.png

    Comment


    • #3
      Re: A Report Challenge - Printing Three-Section Check

      Al
      Thanks for your input. You are right about the max number lines. Due to the limited space (about 3.5" per voucher section), we will have to limit the number of transaction at three. At least that would simplify the formatting of the report. I won't ask about html printing since I know nothing about it to ask questions :)

      Comment


      • #4
        Re: A Report Challenge - Printing Three-Section Check

        Use a subreport for the details part. Copy and paste the same subreport to create 2 identical ones, and place one on top of the other. Resize the subreports to the desired size and do not shrink the region for either one.

        Comment


        • #5
          Re: A Report Challenge - Printing Three-Section Check

          G Gabriel
          thank you so much. It works perfectly... Tomorrow I can go to church and boast to accounting office personnel (I'll be sure to mention G Gabriel).
          Blessings

          Comment


          • #6
            Re: A Report Challenge - Printing Three-Section Check

            Originally posted by EYoo View Post
            (I'll be sure to mention G Gabriel).
            Please Don't! I am tapped out.

            Comment


            • #7
              Re: A Report Challenge - Printing Three-Section Check

              Don't worry we won't ask for cash. Just your intellectual insights as our next project is a simple payroll program (California state payroll tax is very complex).

              Comment


              • #8
                Re: A Report Challenge - Printing Three-Section Check

                Hi Eugene,
                Is your 'simple payroll program' going to compute the taxes? Just curious.
                Robin

                Discernment is not needed in things that differ, but in those things that appear to be the same. - Miles Sanford

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                • #9
                  Re: A Report Challenge - Printing Three-Section Check

                  Hi Robin,
                  good to know there is a certified alphaholic nearby (I am in South Bay). I have been trying to "roll-my-own" payroll program for awhile but running a small business consumes one's energy. As you well know that the state of CA has so many regulations on payroll and related issues so it was far more efficient to purchase it for the business. Now that I have some time and I am trying to help out our church. It will be computing taxes (I have the tax tables setup for Fed and CA ONLY) but strictly for our unique requirements as a religious organization and ordained pastors. Fortunately I have access to members who are practicing CPAs. If you like, I will keep you posted as to our progress. And we welcome your insights and expertise on the subject. Thanks.

                  Comment


                  • #10
                    Re: A Report Challenge - Printing Three-Section Check

                    I tried to get my hands on tax tables but was unable to do so. How did you manage it?
                    Robin

                    Discernment is not needed in things that differ, but in those things that appear to be the same. - Miles Sanford

                    Comment


                    • #11
                      Re: A Report Challenge - Printing Three-Section Check

                      Gabiel, can you explain your suggestion
                      Cole Custom Programming - Terrell, Texas
                      972 524 8714
                      [email protected]

                      ____________________
                      "A young man who is not liberal has no heart, but an old man who is not conservative has no mind." GB Shaw

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                      • #12
                        Re: A Report Challenge - Printing Three-Section Check

                        Originally posted by G Gabriel View Post
                        Use a subreport for the details part. Copy and paste the same subreport to create 2 identical ones, and place one on top of the other. Resize the subreports to the desired size and do not shrink the region for either one.
                        G

                        Good suggestion. Works well within the limit of 3 records that Eugene specified.

                        Now to keep the user to that limit. Usually for me the user decides that the limit is rarely exceeded..... so why can't it handle that exception? But that is another topic.
                        Al Buchholz
                        Bookwood Systems, LTD
                        Weekly QReportBuilder Webinars Thursday 1 pm CST

                        Occam's Razor - KISS
                        Normalize till it hurts - De-normalize till it works.
                        Advice offered and questions asked in the spirit of learning how to fish is better than someone giving you a fish.
                        When we triage a problem it is much easier to read sample systems than to read a mind.
                        "Make it as simple as possible, but not simpler."
                        Albert Einstein

                        http://www.iadn.com/images/media/iadn_member.png

                        Comment


                        • #13
                          Re: A Report Challenge - Printing Three-Section Check

                          Originally posted by martinwcole View Post
                          Gabiel, can you explain your suggestion
                          Martin:
                          Each subreport will function as a details area and in this case, it is repeated twice (same child records) in 2 different parts of the same page to satisfy the need as outlines in this thread.


                          Originally posted by Al Buchholz View Post
                          G
                          Good suggestion. Works well within the limit of 3 records that Eugene specified.
                          I would think you should be able to squeeze more than 3 lines. Typically (usual 12 pt font) an 8x11.5 page will have about 65 lines. A third of that is 20 something. Assuming you leave a blank area above and below, you should be able to get say 10 lines or more. I doubt that someone will purchase items for that many departments.
                          But if it is for a different application or scenario, you can have as many line items as you want in a continuation page. But that's a subject for a different thread.

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