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Xero Build OR Integration

Hi allI currently use Xero for my accounting (invoicing, billing, credits etc).Airtable is my order management system.I want to be able to create the accounting pipeline (invoices etc) in Airtable and have this upload directly into Xero.If I make an ...

FPX by 6 - Interface Innovator
  • 281 Views
  • 5 replies
  • 1 kudos

Resolved! Form/Interface that allows submission of multiple records

Looking to create some kind of form / interface that allows the user to submit multiple records. For context, here is the use case:I'm creating an Ordering/Receiving Inventory Management base to use across staff at a Restaurant for order management. ...

noramax by 4 - Data Explorer
Solved
  • 847 Views
  • 4 replies
  • 1 kudos

Structure for my Project/Program Management Airtable

Hi All, I am looking for some guidance on how to structure my Airtable (whether on a single base or multiple) best program management. Currently, I am managing 6+ programs with multiple projects within them which I will breakdown for understanding Be...

Micouti by 4 - Data Explorer
  • 1528 Views
  • 5 replies
  • 0 kudos

Record Template might be the worst implemented feature I've ever seen

The interface makes zero logical sense.  There are no error messages.  The Help documentation is written for a specific example, not understanding of how to use the tool. The Interface is broken and non consistent.I'm a big advocate for Airtable, but...

zLow by 6 - Interface Innovator
  • 428 Views
  • 1 replies
  • 0 kudos

Duplicate base is changing the original base

Hello,I need to create my own view under a task. When I duplicate the original task, any changes I make to the duplicate base affects the original one. How can I create my own task list/view without affecting the original one?

Resolved! Record Template vs Template Table + Automation

Hi All!Looking for a quick gut check on a build method...record templates vs task template table.Path 1I've built out the base this way task template (table C) and have it all structured,  tasks (table B), and a project (table A). So when a form is s...

chrisberry by 6 - Interface Innovator
Solved
  • 500 Views
  • 2 replies
  • 0 kudos

Bank Cashflow

Hi, community! I need some help with this. I'm setting up a bank reconciliation in Airtable and need a column to record all the transactions from my bank account. Additionally, I'd like another column that shows the running balance for each transacti...

Resolved! AirTable -- Fillout Updating Record

Hi. I've got a base in AirTable which I need to be able others to update through a form in fillout. I only want specific fields to be updated by the form. In the case as shown in the screenshot I only want people to change the status and no other fie...

Marcin by 6 - Interface Innovator
Solved
  • 1131 Views
  • 3 replies
  • 5 kudos

Help with Airtable Timeline Setup for Booking Assignments

Hi everyone,I'm new to Airtable and currently working on a final project for a company as part of my studies. I’m trying to set up a Timeline View for apartment bookings, but I’ve run into a few challenges:I need the timeline to display all the apart...

Elad by 4 - Data Explorer
  • 695 Views
  • 2 replies
  • 0 kudos