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Accounting System filtering

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Ivan_Carlson
7 - App Architect
7 - App Architect

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?

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32 Replies 32
Daniel_Kojo_Aka
4 - Data Explorer
4 - Data Explorer

@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

I have sent you an invite!

miro_miro
4 - Data Explorer
4 - Data Explorer

@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:

My pleasure! Please message me your e-mail address so I can share it with you!

Eric_Page
4 - Data Explorer
4 - Data Explorer

Ivan, looks like you’ve built something that other people like! Can you share with me as well? Thanks

But of course! Please message me your email address so that I can share it with you!

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.

@Ivan_Carlson,

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.

Eric_Page
4 - Data Explorer
4 - Data Explorer

thank you!!! this is awesome

Jamie_HIBBERT
4 - Data Explorer
4 - Data Explorer

Hi, is this still available? - cannot get the link to work