This project involves creating an Annual Invoice for professional fees by combining information from four worksheets within an Excel workbook. The Excel workbook contains four worksheets- Household, Accounts, Fees and Descriptions. Each Annual Invoice is based on a Household- a Household may have one or more Account and each Account may have up to four Fees (ie: one Fee per quarter). The Description worksheet contains descriptive information about the Billing Rule associated with the Fees and is used to create Footnotes to the Annual Invoice.
The data will provided in an Excel workbook. I would expect that the reports would be created using Crystal Reports, but I am open to suggestions on this.
There will be two versions of the report that need to be created. One versions would be All Households / All Accounts and the other would be All Households / Some Accounts (where certain classes of account are included and certain classes of account are excluded). Once the content of the reports has been completed in a satisfactory manner, you will be provided with formatting instructions for the reports.
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