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Thanks for your response. However it has not solved my issue.
I am in Management Consulting and Training and for cash flow purposes: I need a combined report with accepted estimates (how much business I have secured / I have in my plate) and the invoiced amount to date, so that I know how much cash I can expect from each estimate (i.e. client) from the date of the report on wards.
e.g.
Column 1: Accepted estimate value
Column 2: Invoiced amounts to date
etc.