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Best way to keep track of payments in a synced view

Topic Labels: Interface Designer Sync Views
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quyentran
4 - Data Explorer
4 - Data Explorer

Hey there, I'm stuck at this point and really hope some expert could help me out. 

As a language center, we collect payments from the students in phases. We have a "master" table including students' information, I then sync the view to another base for payment tracking. I really want to keep using that "synced view" for accounting purpose, because then I don't have to type in the whole list of names again. In another way, I want to keep the information consistent and save time from creating and updating many lists for different departments in the company. 

However, for the accounting base, I can't add rows below each student's name (as it is a synced view!) to track their different payments (divided  into 4). I had to track those veritically (adding columns instead of rows) and this causes some inconveniences. I want to filter the Data by status, for example "Due soon" or "Overdue" and see the sum of the amount of money we expect  to collect in the future, but the current format won't allow that (it couldn't filter only the DUE payments because there are 4 payment stages  with different status). 

Can I keep the synced view and still be able to do the filtering based on payment status? Below is how the table looks like and I need to be able to see the "red" status only and their summary number. 

quyentran_0-1728273014624.png

 

 

1 Reply 1

I'd recommend having another table where each record represents a single payment instead, and you'd link that Payments table to the synced table that contained all the student info.  You'd then be able to filter the data the way you want in the Payments table