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Mar 07, 2018 11:38 AM
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?
Jun 10, 2018 02:30 PM
@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
Jun 10, 2018 02:42 PM
I have sent you an invite!
Jun 15, 2018 01:21 PM
@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:
Jun 15, 2018 07:58 PM
My pleasure! Please message me your e-mail address so I can share it with you!
Jun 22, 2018 06:47 PM
Ivan, looks like you’ve built something that other people like! Can you share with me as well? Thanks
Jun 22, 2018 07:31 PM
But of course! Please message me your email address so that I can share it with you!
Jun 22, 2018 08:13 PM
great, thanks. as a new user, it looks like I’ve been limited from sending direct messages. I’ll check in a couple of days and hopefully they’ll have removed the new user limitations.
Jun 22, 2018 08:33 PM
You might want to consider copying your base with no data, and then adding it to the Airtable Universe community:
It sounds like it may be a hit, and might save you a bit of work sharing to emails.
Jun 25, 2018 10:09 AM
thank you!!! this is awesome
Aug 29, 2018 07:25 AM
Hi, is this still available? - cannot get the link to work