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Hello,

I'm reaching out for ideas for doing an Accounting Forms (like a Check Request form) through Airtable. I love using forms to reduce data entry, however, I haven't been able to find a form that I can use to complete something as "complex" 😂 as a check request, specifically with multiple itemized lines presented in a Grid Format. 

Among other things, this Check Request Form would need Account Code, Description, and Dollar Amount *for multiple lines*. For example:

Check #234 paying a contractor for services, expense reimbursement, and materials.

  • Line 1: Fee for Services: Account: 100 - Description: Services - Amount: $1,000
  • Line 2: Expense Reimbursement: Account: 200 - Description: Lodging - Amount: $350
  • Line 3: Materials: Account: 300 - Description: Widgets - Amount: $500

I could do 1 form per line, and compile the invoice from multiple forms, but that is not very helpful.

I know exactly what is needed in a sense, but I don't know how to build it so that I can eliminate the double-data entry of both the Requestor and the Accounting Assistant manually entering this information. 

Any ideas, input, feedback?

TIA,

M

This is not possible with Airtable’s native forms, but you can get this with Fillout’s advanced forms for Airtable.

Fillout offers hundreds of features that Airtable’s native forms don’t offer, including the ability to perform math or other live calculations on your forms, add unlimited line items onto a form, update Airtable records using a form, display Airtable lookup fields & Airtable rollup fields & Airtable attachments & formulas on forms, control access to a form via SSO or email domains, accept payments on forms, collect signatures on a form, create multi-page forms with conditional paths, create new linked records on a form, connect a single form to dozens of external apps simultaneously, add CAPTCHAs to your form, and much more.

I show how to use a few of the advanced features of Fillout on these 2 Airtable podcast episodes:

Hope this helps! If you’d like to hire the best Airtable consultant to help you with anything Airtable-related, please feel free to contact me through my website: Airtable consultant — ScottWorld

You would need to use external form tools for that. JotForm and Cognito Forms definitely offer this feature, and maybe Fillout does too. For JotForm and Cognito Forms, you would use Make to bring the data into Airtable.

 

 


Beautiful - I've never seen a form app do this, thanks so much for the inisght @ScottWorld!

-ML

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