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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

It doesn’t look like it – I also tried searching the name of the base in Airtable Universe, and could not find it.

What a shame as I was looking for something just like this… New here so still finding my feet

This will be rectified soon. I was cleaning up some workspaces and an unintended consequence was removing it from Universe.

This will be rectified soon. I was cleaning up some workspaces and an unintended consequence was removing it from Universe. See the new and improved base!

NEW AND IMPROVED!

IMPROVED AND NEW!

IMPROVED BASE!

UPDATE!