We have a complex excel workbook used to track the levies for our retirement villages. The workbook has debtors set up that need to have monthly charges populated each month to produce a PDF invoice for distribution to our residents. The invoices are made up from several sheet's worth of data that then pull through to populate onto a standard template invoice. In addition, the workbook also produces a file format for upload into our FMIS.
We have an additional village coming online in the next few months that we need to set up a new set of residents for and template for the invoices to populate.