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Erik Ivan Bech

Erik_Ivan_Bech

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Joined: Sun Apr 30 01:19:28 UTC 2017

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Re: Account flows
@Fred Am I able to export records from a view?
- Erik_Ivan_Bech
- 4 mths ago
- Get help
- Reported - view
Re: Account flows
@Alain Fontaine No need. It turns out I misspoke. Thank you very much indeed! I figured out what happened. Your script is working. The ledger view was incorrect - pulling in records twice!…
- Erik_Ivan_Bech
- 4 mths ago
- Get help
- Reported - view
Re: Account flows
@Alain Fontaine do I have the script correct when running the flows view in the Financials table? The Prepaid Expenses, for example, has different totals between its Ledger and Flows views,…
- Erik_Ivan_Bech
- 4 mths ago
- Get help
- Reported - view
Re: Account flows
@Alain Fontaine It works! Thank you very much indeed!
- Erik_Ivan_Bech
- 4 mths ago
- Get help
- Reported - view
Re: Account flows
@Alain Fontaine I have tested the above script and it’s not working always as intended. Images below show that the account balance in Ledger view is eventually zero,…
- Erik_Ivan_Bech
- 4 mths ago
- Get help
- Reported - view
Re: Account flows
@Fred if I want a balance field for the Accounts table Open view and Closed view, I basically need to create a separate Balance field for each in the ledger table like OpenBalance and ClosedBalance…
- Erik_Ivan_Bech
- 4 mths ago
- Get help
- Reported - view
Re: Account flows
@Fred it’s working now. The balance field updated each time I revisit the accounts table ledger view. Amazing! Thank you very much indeed!
- Erik_Ivan_Bech
- 4 mths ago
- Get help
- Reported - view
Re: Account flows
@Fred I have resolved the issue by deciding to copy the database so that each fund has their own database rather than two funds combined in one database.
- Erik_Ivan_Bech
- 4 mths ago
- Get help
- Reported - view
Re: Account flows
@Fred Not sure it will work as intended since an account can have more than one fund unless I have a separate Balance field for each fund. That is, a Balance for both funds combined,…
- Erik_Ivan_Bech
- 4 mths ago
- Get help
- Reported - view
Re: Account flows
@Fred, Thank you very much indeed! How is that trigger after update supposed to update the Accounts ledger view? It doesn’t seem to update after adding a new journal entry unless I manually press the…
- Erik_Ivan_Bech
- 4 mths ago
- Get help
- Reported - view
Re: Account flows
@Fred Thank you very much indeed! Testing still in progress. How do I filter the records in the button so that Ledger.Fund lookup field value is = “BEB”? I have a fund field in the Journal table,…
- Erik_Ivan_Bech
- 4 mths ago
- Get help
- Reported - view
Re: Account flows
@Fred Thank you very much indeed! Of course I meant to say re Line 3 that it’s less than or equal to, that’s what I meant by sorting by date and then by ledger Id so the balance is updated in the…
- Erik_Ivan_Bech
- 4 mths ago
- Get help
- Reported - view
Re: Account flows
@Fred I tried but didn’t work in the Accounts Ledger view as a calculated field called Balance let t := this; sum((select Ledger)[Date <= t.Date].DrCr)
- Erik_Ivan_Bech
- 4 mths ago
- Get help
- Reported - view
Re: Account flows
@Fred In the accounts table ledger view, it shows the ledger line items for the selected account. This view includes the DrCr column with a sum at the bottom of that column.…
- Erik_Ivan_Bech
- 4 mths ago
- Get help
- Reported - view
Re: Account flows
@Fred Yes, that is what I do now. However, I would like a column that shows a running total after each ledger line item, as your monthly bank account statement from your bank would show.…
- Erik_Ivan_Bech
- 4 mths ago
- Get help
- Reported - view
Re: Account flows
@Alain Fontaine Of course! I removed the flows view of the contacts table since the ledger view already gives all transaction line items for the selected contact. Thank you very much indeed!
- Erik_Ivan_Bech
- 4 mths ago
- Get help
- Reported - view
Re: Account flows
@Fred what would the script be to add a running balance field in the Accounts table Ledger view tab, let’s say, so that it takes the accumulated sum of the DrCr field when ledger line items are…
- Erik_Ivan_Bech
- 4 mths ago
- Get help
- Reported - view
Re: Account flows
@Alain Fontaine amazing! Finally, if it was in the Contacts table Flows view would it be: let myact := this; Journal.Ledger[Journal.Contacts != myact] It’s not working.
- Erik_Ivan_Bech
- 4 mths ago
- Get help
- Reported - view
Re: Account flows
@Alain Fontaine What would that script look like if instead of the Accounts table Flows view it’s the Financials table Flows view? That is, give me ledger line items related to the selected…
- Erik_Ivan_Bech
- 4 mths ago
- Get help
- Reported - view
Re: Account flows
@Fred Thank you very much indeed! All works now.
- Erik_Ivan_Bech
- 4 mths ago
- Get help
- Reported - view
Re: Account flows
@Alain Fontaine Thank you very much indeed!
- Erik_Ivan_Bech
- 4 mths ago
- Get help
- Reported - view
Re: Account flows
@Fred - please return to me the database file previously provided? I’ll take a look. I cannot get the revised script to work on my own.
- Erik_Ivan_Bech
- 4 mths ago
- Get help
- Reported - view
Re: Account flows
Not working yet. Attached database above @Fred
- Erik_Ivan_Bech
- 4 mths ago
- Get help
- Reported - view
Re: Account flows
@Fred
Attachment
- Erik_Ivan_Bech
- 4 mths ago
- Get help
- Reported - view
Re: Account flows
@Fred Thank you very much indeed for your time. The script above gives the desired dataset except I’d like to reduce it further. To use another analogy,…
- Erik_Ivan_Bech
- 4 mths ago
- Get help
- Reported - view

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