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
