Has anyone created an automation to capture open items by month?

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We need to report on the items that are unbilled at month's end. The person responsible for this has now left the company and I've been tasked in the interim. I can see this was manually done but they want it automated.

What formula would I use to look at the current sheet and see what was still open on May 31st? And then record that for each month's end moving forward without manual intervention?

Darla Brown

What you meditate on, you empower!

Overachiever - Core Product Certified - Mobilizer - EAP

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