Arrears tracker how to automate it daily

Our take

Automating an arrears tracker can streamline your management of tenants’ debts across multiple sites. To effectively link your "Aged Debt Report" with your "TENANTS" tab, ensure you’re using dynamic formulas such as VLOOKUP or INDEX-MATCH, which can pull data accurately based on criteria. For overdue notifications, consider implementing conditional formatting to highlight overdue tenants and a VBA macro to automate email reminders through Excel and Outlook.

I am trying to create an automated spreadsheet for tenants who are in arrears. I have to pull off the debt report daily as the tenants billing period are different for each tenants and I have about 12 sites to manage. So I have created an "Aged Debt Report" tab to plug the daily debt report and I have separate tab called "TENANTS" which I need the data to pull to.

I have created the "TENANTS" tab in a table format.

How can I automate this process by:

1) adding my daily debt report into my spreadsheet and automating my "TENANTS" tab - everytime I go to the TENANTS tab and click "=" and link it to my "Aged Debt Report" it does not seem to pull the data through correctly. I need to be able to pull the data directly and automatically update each time

2) how can I get this to flag for overdue to tenants - I have added a formula into my "TENANTS" tab but I want to be able to flag me with a message stating tenant is overdue by 7 or more days. If I can get a how to VBA macro to set up automated emails to be sent from excel/outlook to these tenants who are overdue it would be helpful

3) how can I pull the data for each site and pull the overall debt for each site

I have more stuff I need to be able to do, but I am struggling right now and seem to be doing something wrong.

submitted by /u/Zraja3
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