That is what it is named when they send it to me. I get them all from email. I can easily name them anything I want when saving them.
I normally find them by the date modified column within Microsoft explorer.
I will create archive folder within each company data folder.
The vbc and kkb raw data files are emailed to me within one email. I already planned to save the kkb in one folder and vbc in another. That is a new plan since I am following your folder tree suggestion.
The midstate data is normally email in groups of 10 raw data xls files. Each file is a week of information.
I can save them in different places and also give them any name if that will make things better.'
A couple facts about the current process. I just wanted to mention I currently have a lookup file for each company conversion xslm file. Each lookup file has the item numbers of the raw data and then the item numbers I need they to match. I will attached a couple of the current xlsm files I use. I though this might be good to let you know about. Then I will need to know if I need to combine all the lookup files into one.
Attached are the albany conversion "xlsm" and lookup files I use now. I also attached the midstate conversion "xlsm" files and lookup files. This is just to show you what I am doing now, and explain I different lookup files for each xlsm. That probably not the most efficent but is how it is done now.
I also attached one of midstates converted files. This is how it needs to be so I can upload into the accounting program
SamT
Thanks for all the help and advice along the way.
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