Hello! I’ve built a base to track one consultant’s hours and expenses for several different clients. The table I need to draw data from is the Hours and Expenses table.
Client / date / rate is the ID field, then we have date, hours worked, a lookup field showing euros per hour, and a formula field showing billable hours in euros.
Other fields I need to be able to summarize by month are the billable kilometers driven and the billable expenses.
The consultant has a form he fills out to populate every record: he enters the date, his hours, his kilometers, and his expenses for about ten different clients, plus descriptions (either single-selects or text) as needed.
At the end of each month, we need to be able to see how much to bill each client. Is there a way to have all the hours worked records automatically summarized, without anyone having to go nitpick through a list one by one? Same question for billable km’s and expenses. I have a “billable?” checkbox field for the consultant to check, because sometimes things are NOT billable and we need to be able to separate those items out.
@Vivid-Squid, would you be willing to look at screenshots of my base in a private message to help me troubleshoot? I’m having trouble following your instructions and wonder if I built my base incorrectly.