Hello all. I'm a total newbie so forgive me for my simple question.
I'm building my TMS for my hotshot trucking business, when I created "expenses" field I can't figure out how to formulate or date or maybe some other way im not aware of, weekly, monthly, quarterly and yearly expenses so my end of quarter and YTD calculations are correct.
Can someone please give me some guidance?
Best way to find your expenses within any given time frame is by creating table Views or Interfaces.
If you would like some help with this, feel free to schedule some time with me. Here's my Calendly link: https://calendly.com/d/zx6-f64-dkr/30-minute-meeting
What you'll need to do is create another table, label it Reports, then use a linked record field from your Expenses to your Reports table. This will allow you to summarize every expense record from your Expenses table.
Here's a tutorial on how to create Summary Reports in Airtable.