These are projects posted by the students of Dr. Gove Allen at Brigham Young University. These students have taken one semester-long course on VBA and generally have had no prior programming experience

Thursday, December 10, 2015

Automation of Accounts Receivable Processes

I designed my project to be used by the accounting department where I work. I work at Progress Mfg., a manufacturing company that produces trailer hitches. I deal with invoicing customers and any other issues related to billing customers. I currently use many spreadsheets as part of my job. I decided to add VBA to two spreadsheets to automate the process and make it much quicker. The first spreadsheet imports customer credit card transactions and prints a statement. I wrote code that did all my previous steps with one click. The other spreadsheet is used to classify no charge invoices to their correct accounts. My program references data in another reference spreadsheet. My code analyzes that data and automatically classifies a many invoices as possible to the correct account. For those invoices that cannot be classified automatically, I use a user form to display relevant information from the reference spreadsheet. The user can then easily look at the data and classify it with their own intuition.

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