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Complex field summaries using linking and rollups

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Little_Shiva
5 - Automation Enthusiast
5 - Automation Enthusiast

Hello community! I’m trying to build a tool to help with monthly invoicing for various clients. The input form lets me specify the client via a link to the “clients” table, as well as any advance the client may have paid. Next I can enter hours worked, kilometers driven, and out-of-pocket expenses.

In grid view sorted by client and month, I can see the sums for all these fields at the base of each field, but that’s unuseable data. I want to be able to generate these sums in a separate record, say “client A - April 2022” and see how much they advanced, how much they need to be invoiced, and have a formula calculate billable minus advance (actual billable total). If I can get all that data into one record, I can then create a view to make it easy to see.

What’s the best way to do this? I need to stay on the free plan.

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