BasisCode Month End Reporting | Scribe

    BasisCode Month End Reporting

    • Samantha Buck |
    • 61 steps |
    • 3 minutes
      1
      Click "ClientBilling"
      2
      Click "ClientBilling"
      3
      Click "Create a copy"
      4
      Click "D35"
      5
      Click "ClientBilling"
      6
      Click "Rename"
      7
      Type " original [[enter]]"
      8
      Click "ClientBilling (2)"
      9
      Click "Select All"
      10
      Click "Merge & Center". This is important. Columns will not vlookup correctly if merge & center on entire report isn't undone
      11
      Click "D5"
      12
      Click "C"
      13
      Click "D"
      14
      Press [[ctrl]] + [[shift]] + [[+]]
      15
      Type "Orion ID [[enter]]"
      16
      Click "File Explorer - 1 running window" Vlookup to last months report to bring in Orion IDs
      17
      Click "‎2023"
      18
      Click "Name"
      19
      Click "Name"
      20
      Click "Name"