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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?
Mar 07, 2018 12:15 PM
Hey Ivan, I may not be understanding you correctly, but it seems like you’re trying to filter on a field that can only include one Account ID at a time. Therefore, it wouldn’t be possible to have two Account IDs (Account ID 1100 AND Account ID 1110) because they are mutually exclusive. That may be why Airtable isn’t allowing it.
Does that make sense or is there something that I’m missing?
Mar 07, 2018 06:03 PM
Hey Danny. Thank you for your quick reply!
First, I’m trying to get it to show me all records from 1100 OR 1110. It does that fine so far!
But, I want to filter the above found set further by only showing those records where the value in the Cleared field is empty? I attempted to do so by adding a third filter, but it won’t let me change the OR to an AND. For example, give me all records from account 1100 or 1110, and then only when Cleared is empty?
Mar 08, 2018 05:51 AM
Ah, got it! They’ve actually written about this exact issue and how to work around it in this article.
Take a look and let me know if you still have any questions on how to implement it within your own base :grinning_face_with_big_eyes:
Apr 11, 2018 02:11 PM
Ivan,
I’m looking at using Airtable in the same way, as an accounting system. Would you be interested in sharing a copy of your base (omitting any confidential information/data, of course) that I could explore as a template?
No worries at all if not, just thought I’d ask!
Apr 11, 2018 02:23 PM
I’d be happy to! I’ll send to you later this evening.
Apr 11, 2018 06:35 PM
Here is the link allowing you to copy the base. It includes some sample data.
May 31, 2018 05:51 PM
Hi! I would love if you could share this template with me. Thanks in advance!
May 31, 2018 05:52 PM
Gladly! Please Message me your email address so I can share.
May 31, 2018 06:23 PM
Thanks so much! crystal.m.soria@gmail.com