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Sorry, but for security reasons, this feature only works for Thread descriptions that have only alphanumeric characters in them (A-Z,0-9). Richard still has to scrub all of the OLD descriptions from the system.

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9/30/2010 12:32:30 PM
New Access Seminar Ideas Needed
By Richard Rost   Richard Rost on Facebook Richard Rost on Twitter Richard Rost on Google Plus Richard Rost on LinkedIn Email Richard Rost

I have a customer who has contracted me to build him a personal / small business finance manager. The main purpose of the database is to allow him to track his accounts payable, including recurring bill payments, outstanding balances, and so on. He also wants it to be able to print checks.

This database will NOT need to track his sales and income, because he has taken all of my Access 101 to 329 classes, and is using the customer / order database that was built in those classes for that purpose. Basically, this new database needs to track the MONEY OUT end of his business.

So... of course, since I'm going to build this database for him, I might as well record it as a seminar as I've done many times before, and share it with everyone. What I need from all of you, my wonderful Access students, is ideas for material to include. Be specific, and tell me what features YOU would like to see added to this database.

Also, let me know if you're interested in this as a seminar. It will be intermediate to advanced level, and will be built in Access 2007 or 2010 (they're almost exactly the same).

You can either respond here, or Contact Me.


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New Access Seminar Ideas Needed Comment from Mars Mirelli @ 2/22/2011
I would like to see an accounting ledger system. With the main form to have a running sum of deposits and payments to match a bank statement and also a feature that could import your CSV Bank Statement into an Access table
so you could reconcile it.
I would definitely use something like this. Just an idea


Reply from Richard Rost:

Great idea. I've got something similar to this already listed on the WAITING LIST. If you're interested, make sure you vote for it.
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Access Seminar Ideas Comment from virginia Ashley @ 11/19/2010

Monthly recurring billing application would be a huge interest.  There are lots of one time billing tutorials out there but nothing for monthly recurring billing.


Reply from Richard Rost:

Virginia, I cover PAYING recurring bills in the new Payables Seminar. To generate recurring invoices it would basically be the same thing - but instead of writing records to a billing table, it writes to an invoices table. Same concept though.
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Comment from jimmy @ 11/16/2010
i think that it's will be useful for your customers that you will  discuss in your aceess courses about making a improved dialog with the access users  and accordingly the users selection it's will show up another dialog box with one or more options which the user can select between them ... it's practical for developers that want to make a friendly and smart access database for regular user that will be ability to have a kind of communication  with the computer without knowledge in computers and databases
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New Access Seminar Idea Comment from Leslie Rodgers @ 11/12/2010
1) I would love to see a Human Resources database seminar that tracks days off, accruals, salaries, appraisals, promotions, benefits, etc.

2) A grant seeking, proposal submission & foundation application tracking database for nonprofit development work.

3) A case management database for nonprofit, human services.

Reply from Richard Rost:

Leslie, these are great ideas. I have to admit, I don't know a whole lot about ANY of these topics. If you can write up a comprehensive description of exactly what processes are involved (or you can recommend a book I could pick up) then I could show you how to develop the database.
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New Seminars Comment from Richard @ 11/11/2010
I've added some of your ideas for new seminars to the WAITING LIST. You can vote for them there. Thanks for all of the great suggestions.
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New Access Seminar Idea Comment from Joe Ritsko @ 11/9/2010
I would like to see how to do a callback to a form if one form needs a "default" setting, but the other doesn't. For example, if an item is not in a Combobox and you use the List Items Edit Form to add the item you could set a default there, but if that same form is called from another area, being able to find out what form or control called it would allow the user to set a "default" for one call and just a regular add form for another.

Reply from Richard Rost:

That's very interesting. I cover using the On Not In List event in Access 324 to add a value to a combo box as you suggest, but I only use an InputBox to ask the user for the values. Opening a form like this is certainly possible. I'll have to add this to the list for the future topics.

Update: I've added your seminar idea to the Waiting List.
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Seminar idea Comment from David Richardson @ 11/9/2010
I participate in little league games in different capacities. The idea that comes to mind is how would you do complete sporting league naming football with the following criteria:
- ability to add multiple teams
- keep track of schedule games
- keep track of league standings
- keep track of player statistics
       - individual team and/or league
- keep track of game scores
       - opponent team comparisions

Reply from Richard Rost:

Thanks for the ideas. I actually just developed a web-based database similar to this for my mens' softball league this past spring. It's at Here's the User Guide which explains what it does.

I added your seminar idea to the Waiting List.
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VBA SQL Relations Table Design Comment from Emad @ 11/7/2010
We need VBA,SQL & Relations Table (Design) in Advanced Courses Seminar from A to Z.

Reply from Richard Rost:

I agree. It's coming. Thanks for the suggestions.
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multi SendObject Method Comment from michael haag @ 10/21/2010
I'd like to see a multi-SendObject Method.  Example: When the money or checks go out - then have the send object method send an email to whoever the money goes to.  So person 1,2 or 3 or Company 1,2 or 3 - Dear "Person's name" we have a check # XXX coming to you in the amount of $####.  Of course have it automated by just clicking a button.

Reply from Richard Rost:

That's a good idea. I covered sending emails in Access 329 and several of my seminars. Time permitting I'll cover it here as well.
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New Access Seminar Idea Comment from mh @ 10/18/2010
I'd like to see the "not in list" event for filling in an entire form.  Then going back to the form from which we came to the "not in list" and have the record at the spot where we began.thanks

I've added this to the Waiting List.
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your seminar Comment from Jay @ 10/12/2010
I would be interested in taking the seminar and perhaps although it is not the objective but I would like to see its application as a backend for a webpage (to pull and input online into the database)
thanks, Jay
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New Access Seminar Comment from Bill D @ 10/5/2010
Hello Richard...Yes, I agree with most of the comments already on blog..but would add two to wish list...
(a) Data retrieval routines...I realise that this is common to all databases..but still a major issue...
(b) Multi Currency processing...may be too difficult for a basic Payables system...but there are ways of linking the actual disbursement routine to the "Booking" of the purchase...but may not be relevant to many users...but I imagine the reconciliation of checking account would be made substantially easier..
Bill in Dublin..
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Comment from Jimmy @ 10/3/2010
i think that would be ideal  that you will also cover how to combine this database together with the database  sales and income that you covered in the past in this will help to make report balance from  income and out
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Comment from Jimmy @ 10/2/2010
I will take your seminar for sure...

i think that it's will be very helpful if will can to add categories for every expense and  every item in a bill so i will know exactly how much i paid for every item i sell...

also i suggest a reminder that i have to pay (and to add a option to send the reminder to outlook calendar or to gmail calendar will be very effectual)
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Signup form Comment from Jim @ 10/1/2010
Has there be any instruction on building a web based signup form?

Reply from Richard Rost:

Yes, Jim. I cover this in my Frontpage, ASP, and Access Web Database seminars.
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Accounts Payable Comment from Chuck Ballinger @ 10/1/2010
In this economic climate an AP system would be ideal that did the following:

Showed all the discounts that are available so they are paid first. Even better would be the ability of the system to generate an email to a list of individual(s) reminding them of a pending expiration for discount so they could respond.
Also, be able to chart re-occurring expenses over a years period for such things as phone, gas, water, electricity, advertising, etc.
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New DB / Finance Manager Comment from Dale Sams @ 10/1/2010
In the "Finance Manager" DB you requested my input and I would like to see a Purchase Order capability that would include a listing of various vendor's, their products (Name, Prod. Number, Cost, Qty. Ordered, Qty. Received, Subtotal, Variable Tax Rate, Total, etc.) and then be able to link it to a vendor's invoice that would not only have all the pertinent information about the vendor, but would have an editable list of outstanding (undelivered, back-ordered)items that could be assigned to a later invoice. This PO should have a means to link the items ordered to a current or future project, along with just general usage/expendable items.  A report of materials /items used per project along with either estimated or actual man-hours for the project, travel expenses, Per-Diem, etc.  Any tangible expenses that would need to be added to give an accurate profit-loss report for the project, the month & the year. finally, all these items and expenses could be detailed or over viewed in a company invoice to the customer.

One other function I would like to see is comprehensive means to provide a customer an estimate / proposal.  The data for the proposal could come from either a listing of in house manufactured items, vendor's items, general usage items, expense lists and/or random input amounts.  



Reply from Richard Rost:

I cover purchase orders in Access 328, but I don't cover the financial end of it - processing the vendor's invoice - just the "receiving parts" end of it. Perhaps I could add that in.
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seminar Comment from tom kelly @ 10/1/2010
I will take your seminar for sure.  But I have access 2003 only.

Reply from Richard Rost:

I'll be recording new seminars in 2007 or 2010, but I'll make sure that those of you who are using 2003 can still follow along. Aside from the basic interface changes (and menus) the core of the program is the same.
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Ideas for Access Seminars Comment from Selby Halfpenny @ 10/1/2010
Dear Richard, Cannot wait until you release your next Seminar. I have learnt so much already. As a idea or suggestion, can you include some of the ActiveX Coontrols in the database as well, for example, Slider Controls, Progress Meters and  so on. Could you also show us some things relating to graphs. Thanks Selby

P.S Congratulations with your book Richard, Can you please produce a book for Access. I will be the first to purchase it.

Reply from Richard Rost:

I'm trying to talk my publisher into letting me write The Complete Idiots Guide for Access as well. We'll see how it goes. :)

But yes, I should do something covering the plethora of ActiveX Controls. There are lots of them.

Update: I've added this to the Waiting List.

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Your finance manager. Comment from Albert Tripp @ 9/30/2010
Hi Richard I'm still here and will be back for some more lessons later. Re your Business manager programme - We have had many small business and Finance company crashes in NZ since 2008, (borrowing short and lending long)many of who claimed they never saw it coming. I think a built-in risk factor element that would say "you will be in trouble in 2013" that can't be turned off, might save some big heartbreaks later.  I trust all is well with you and your family and that your economy is strengthening. A weakened US is not good for world peace or for us. Cheers  Bert
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New Access Seminar Ideas Comment from Gary Morrison @ 9/30/2010
Richard, I would really like to see something like QuickBooks with a chart of accounts.  Thanks Gary Morrison.
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New access seminar Comment from Trevor @ 9/30/2010
I would be interested in anything you do in Access Richard. Would need a bit of time to think of ideas of things to include though.

Trevor UK
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