Hi everyone!
I was wondering if anyone might have an idea of a way that I can merge multiple tables into one table that constantly updates.
Basically I have an accounting workspace that I am setting up and really like. But ideally in a base, I would like to have different worksheets for different revenue and expense categories, but also one sheet that summarizes all of those.
For instance, I want a sheet for payroll that has all the information related to payroll (confirmation numbers, amounts, payee, etc. etc.), but then I would like another sheet for say office and managerial expenses and another for travel expenses (not that much of that is happening right now!). Then, I would like another sheet that shows all the expenses (say by date paid) and gives a summary of them (with less detail obviosuly, since details for payroll and travel expenses may not line up).
So basically I’d like something that’s like:
Paid to: Date: Category: Reference:
Alice Dec 1 Payroll. Alice - Salary - Week 48
Store. Dec 3. Expenses Office supplies
Airtable. Dec 7. Expenses. Monthly Subscription
John. Dec 8 Payroll John - Salary - Week 49
etc.
Then obviously in each main sheet. (one for each category), it would have more detail, a copy of the receipt/payment confirmation, etc.
Does anyone know of what the best way to do that would be?
Thanks!
