I want to split up our expenses into different categories and have fields on the PROJECT page that shows the updated amount(s) when a new expense is created.
Example of categories:
These amounts would update to a field with the same category names on the PROJECT page.
Then if another $50.00 of FUEL was recorded, I would want to add that to already existing $100.
What would be the best way to do this?
Thanks!
You should build this:
The key piece for you is the Report Link field in the Projects Table. You configure that to point to the Report Line Items table where Record ID# = Related Project.
Make a Summary Report where you group on Category Name in the Report Line Items table.
On your form in the Projects table, put the Report Link field on the form and have it use the Summary Report to display your data.
Qrew LegendYou probably already have a relationship where one project has many Expenses. Just go to that relationship and click on the left side to make a summary field and set a filter where expense type = Fuel.
Then repeat for each Expense category. Now you have automatic summary fields on the Project
