Has Kevin or another Excel wizard looked at a spreadsheet for medical expenses other than travel?
I am finding the drop-down pick lists for “Payment to” and Description" frustrating. They are not sorted alphabetically, and I cannot figure out how “Type to filter list” is supposed to work on medicals or any other form. (Is there a video?) If I type , say “P”, I’m told “P not found” - even if “Prescriptions” is at the top of the list. I am reduced to 'hunt and click", which is getting pretty tedious as the list grows longer. I think a simple copy and paste or alternatively “fill down” in Excel would be easier.
Another advantage of using Excel could be the ability to use the Subtotal function to determine whether limitations have been exceeded where the client has used more than one provider for attendant care, for example.
Coming over from Visual Tax, I do miss one of its features: predictive typing with user-editable lists. In VT when I typed the first few letters, say “Pr” in the Description column, VT would fill in “Prescription”. I could leave that or tap [End] and add an s, or continue with [Space]+p and get “Prescriptions per list”. Or, depending on how I tweaked the list, I might use [Space]+a and end up with “Prescriptions and administration” for a long-term care patient.