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I have an accounting system base using the double-entry bookkeeping method. The user does not have to be concerned about debits or credits because the base is designed to deal with it behind the scenes. For example, to increase an account balance, enter a positive amount in the transaction line item junction table (called Ledger table), and visa-versa (the transaction table is called Journal). The base includes various analysis reports, charts, graphs, reconciliation views, aged reports to show what’s overdue, accrual accounting, funds, multiple currencies, job costing, financials, etc. (Airtable Blocks available in the Pro version features Pivot Tables, and Charts, etc. are really useful!).

I’m trying to filter on two accounts, grouped by aging category, where the transactions are not cleared (i.e., are outstanding). The last filter added (see screenshot) in the Filter dialogue box does not allow me to change the OR to an AND. I’ve tried various combinations but I don’t get the desired result. I can filter one account only, then do the filter on cleared, but I cannot seem to add more than one account?

Ivan,

I’m looking at using Airtable in the same way, as an accounting system. Would you be interested in sharing a copy of your base (omitting any confidential information/data, of course) that I could explore as a template?

No worries at all if not, just thought I’d ask!



Hi! I would love if you could share this template with me. Thanks in advance!


IMPROVED AND NEW!


@Ivan_Carlson . I’m interested in how your design your accounting system. Please! Could you be of help to me? My e-mail address is dakaachobli@gmail.com


IMPROVED BASE!


thank you!!! this is awesome


UPDATE!


@Ivan_Carlson
hi ivan!
i am trying too, to use Airtable as an accounting system
would you care to share your base?
thx!
br
:m:


REVISED!


REVISED!


Great work @Ivan_Carlson, kudos!


REVISED!


Hi Ivan, really interesting, just what I was looking for. Will have a good look and see if it works for me.

Strikes me that this kind of product would really benefit from an ‘open source’ model, there must be so many people out there who would use, add new features, use cases, fix bugs etc. and in general people are trying to get to the same thing (a GAAP / IFRS compliant accounting base). Don’t know how that would work in the airtable community, but just a thought.

Either way I’ll feedback any thoughts / ideas or new features I build.

Thanks again!
Dominic