I would like to use AirTable to keep track of reimbursements for a group of employees.
I would like to include all the employee names, address, preferences for receiving their reimbursements on one table.
On the second table I would like to keep the records for each submission they make, but autofill some fields from the first table.
e.g. When John Smith submits a form (record for table 2), once they fill in their name, their preferences autopopulate into table 2 as part of their submission.
Key is that each employee will make multiple submissions through the year. I need a separate record of each submission.
What complicates this is that there is a maximum amount they can submit for the year and thus I would like to keep a running total of their amount submitted on Table 1.
For example if John Smith has a maximum reimbursement amount of $2000 per year and submits for $750 in March, I’d love to have a column in Table 1 that shows that they have $1250 remaining. And then in July when they go to submit a second submission, they can see that they now have $1250 left for the year. When they put in the second amount, that amount goes lower and never lets them submit more than 2000.