Forum Discussion

AmandeepDhillon's avatar
AmandeepDhillon
Qrew Member
3 years ago

Formula to Reset the allowance/values on January 1st of every year

HI I have a situation where i am trying to keep track of all the allowances for my techs. Each tech has allowance of $ 500 and that resets on 1st of January every year. All there expenses are reim...
Formulas and functions
MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
3 years ago
Presumably you have a table of techs and a child table of their expenses.  You can make a formula field there to calculate their [Current Year Allowance] and their [Previous Year Allowance]. That would take into account Today's date and their Hire Date. 

Then you can have a summary field on the relationship for [Total Expenses in Current Year] and also [Total Expenses in Previous Year].

Post back if you have any problems setting that up.

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Mark Shnier (YQC)
mark.shnier@gmail.com
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