ContributionsMost RecentMost LikesSolutionsRe: Multiple reference proxy fields help Don, Thanks for your help. I am going to try and implement this tonight in a copy of the app to be sure it works the way we need it to. Fingers crossed!!! ------------------------------ Kelly Lyons ------------------------------ Re: Multiple reference proxy fields help From your example: Bill #1234 from Vendor ABC Line Item 3456: Date 2/26/24 Total $ 1500.00 (6 related client invoices) Line Item 3457: Date 1/23/24 Total $ 1500.00 (5 related client invoices) etc Line Item 3458: Date 1/1/24 Total $ 2000.00 So each line item in your example, will have many related client invoices - which I currently connect right now through my links tables - What I am trying to figure out is how to connect the 2nd and 3rd line items on the example above in the same way. I have this already working using 1 date of service, I am trying to figure out how to connect the other dates of service to the many related client invoices. Does that clarify? ------------------------------ Kelly Lyons ------------------------------ Re: Multiple reference proxy fields help Each expense (our AP) we receive has many dates of services listed that we need to pay to the vendor. Each "line item" or date of service that we are billed for needs to be connected to several individual/different client invoices (AR) by the date of service. So would I be setting up a date of service table to be used only as a join table between invoices and expenses, using the Date of services? Then I would use my Links table to connect my expense to my client invoices? ------------------------------ Kelly Lyons ------------------------------ If Email is blank formula help I am trying to highlight the email address field in reports if it is blank. I have tried If(IsNull([Email]), "#ffffba")) but it is not working, I am getting a syntax error. Do I need to convert the field to a text field 1st and then use the formula? Any suggestions?? ------------------------------ Kelly Lyons ------------------------------ Re: Summary Reports - help with grouping Thanks Mark! ------------------------------ Kelly Lyons ------------------------------ Summary Reports - help with grouping I have a summary report that groups my Rolling AR using the field [A/R Age Group] using this formula: If([Days in AR (Age)] < 31, "0-30 days", If([Days in AR (Age)] > 30 and [Days in AR (Age)] < 61, "31-60 days", If([Days in AR (Age)] > 60 and [Days in AR (Age)] < 91, "61-90 days", If([Days in AR (Age)] > 90 and [Days in AR (Age)] < 181, "91-180 days", If([Days in AR (Age)] > 180, "180+ days"))))) The issue I am having is the way it displays here: Obviously I do not want the 180+ days where it is, I want it at the at the end of the groups. Any ideas how I can achieve this? Maybe a Rich text field or something? Any help is greatly appreciated! Kelly ------------------------------ Kelly Lyons ------------------------------ Re: Complex formulas help Hi Chayce and Michael, I think we are all on the same page as to what I need to accomplish, I just need help with the set up and execution of the table and pipeline. There is only a couple users at this time that would be entering transactions. I believe the "transactions" joining table is the best route to go. I would like this process to be as automated as possible to eliminate entry/user errors. I do have an incoming payments table that I am using to enter all my payments and that calculates the math for me. The issue is I do not have this set up to apply across all the open invoices for the Clients account. Would I be able to use this table as the "transactions table"? I think all I would need to do is modify a few fields and build a pipeline to apply over all open invoices right?? Michael, anything you can share to help me set up this process from start to finish would be so helpful. Thanks to both of you in advance for the help! ------------------------------ Kelly Lyons ------------------------------ Re: Complex formulas help Hi Michael, This is exactly what I am looking for, and would love more details as too building this out. I have only built a a couple of pipelines, so anything you are will to share from your tables/fields setup, forms and relationships to the pipeline steps would be awesome! ------------------------------ Kelly Lyons ------------------------------ Complex formulas help Formula help I am trying to figure out how to apply 1 incoming payment to many invoices. I have 3 tables Clients, Invoices and payments, each client has many invoices. Client usually makes 1 payment which I need to apply to several invoices at one time. Can I set up a checkbox that would trigger a formula to divide the payment equally among all the invoices for that client that have a status of balance due? Forn example, Client A has 10 invoices with a status of balance due totaling $10,000.00 and we receive a single payment of $7500.00 which I want to divide among these invoices via my payments table. To complicate things, I have another field in my payments table that automatically calculates the write off amount. Then I have a formula field which takes the invoice amount due – payment received – write off amount = $0.00 (all invoices always have to have a zero balance to close them out. Originally, I had this set up through my Clients table. I had a summary field for all invoices with a balance due and then 2 summary fields – payment amt and write off total from my payments table, which worked fine. However, I have added AR aging to the invoices table and now the payments are not being deducted accurately from the AR since the total AR is calculated in the Clients table. Any ideas on how to tackle this??? ------------------------------ Kelly Lyons ------------------------------ Pipeline help - collect data prior to creation of pipelione I have created 2 pipelines to capture data for my Months table (reporting). The pipeline is running fine for both the above, however it is only capturing NEW data. I need to also collect the data/records prior to creating the pipeline. Can anyone tell me what I am missing??? Thanks! ------------------------------ Kelly Lyons ------------------------------