Jump to content

RaeC

Members
  • Content count

    24
  • Joined

  • Last visited

Community Reputation

0 Neutral

About RaeC

  • Rank
    member

Recent Profile Visitors

652 profile views
  1. I get the impression from you answer that you've never worked with the invoice module in FM Starting Point... If you did, you'd know that you can't set a client's terms, but rather set the individual invoice's term. When you do, that triggers the calculation based on the invoice date. So if I make my invoice on September 1st and select 'Net 7' as the term for that invoice, the date due field is autopopulated with September 8th and September 8th is what shows up on the printed invoice template as the due date. I fail to see how your code will do any of that. I've been working with this solution for years and recently started over because I messed it up the first time really badly playing with things I didn't understand. So I'm loathe at this point to make any big changes to their code because there are so many fields and templates involved. However, your edited bit about putting the Due Upon Receipt as a hidden object makes sense and is what I am going to be playing with! Thanks! Rae Okay, got it done, and it was super easy once I got that nudge in the right direction! I only need the 'Due Upon Receipt' on the PDF I send, so I only mucked with that template. First, I created the Net/0 term. Then, I went to the template. For the Due Date object, I said to hide it if Term equals 0. I then created another object with the phrase Due Upon receipt and said to hide it if Term does not zero. Tested it and it works perfectly. Thanks for your help! Rae
  2. I'm not quite sure what your code is doing. As I said, I'm not that familiar with FMP, just sort of muddling my way through using the FM Starting Point solution. I'm loathe to do any major changes to their coding without an explicit understanding of what I'm doing. Thanks, Rae
  3. I have a client who is being difficult about paying my invoices in a timely manner. If I put a date, even the day I send him the invoice, it goes into his 'I'll pay this sometime in the next week or two' pile. He says that the absolute only way he will process my invoice expediently is if I have 'due upon receipt' in the due date box he sees at the top of my printed invoice. So I'm wondering if there is a way to add 'due upon receipt' to the date due box at the bottom right of the invoices entry template. Right now, it's a calculated field. So what I want is to have both the option of the calculated field and the 'due upon receipt' text. I don't want to mess up the calculated field because it works great for all my other clients. This is what the code looks like currently: If (Terms = "Net/7"; Date ( Month ( Date_Invoice ) ; Day ( Date_Invoice ) + 7; Year ( Date_Invoice ) ); If (Terms = "Net/10"; Date ( Month ( Date_Invoice ) ; Day ( Date_Invoice ) + 10; Year ( Date_Invoice ) ); If (Terms = "Net/15"; Date ( Month ( Date_Invoice ) ; Day ( Date_Invoice ) + 15; Year ( Date_Invoice ) ); If (Terms = "Net/30"; Date ( Month ( Date_Invoice ) ; Day ( Date_Invoice ) + 30; Year ( Date_Invoice ) ); If (Terms = "Net/45"; Date ( Month ( Date_Invoice ) ; Day ( Date_Invoice ) + 45; Year ( Date_Invoice ) ); If (Terms = "Net/60"; Date ( Month ( Date_Invoice ) ; Day ( Date_Invoice ) + 60; Year ( Date_Invoice ) ); If (Terms = "Net/90"; Date ( Month ( Date_Invoice ) ; Day ( Date_Invoice ) + 90; Year ( Date_Invoice ) ); Date_Invoice ))))))) My instinct is to add another term (due upon receipt) and then another If to this code, but I really don't know my way around FM that well, so I don't want to try it lest I irreparably mess up my database. Thanks, Rae
  4. I only got into FM because I was frustrated by the lack of invoicing software for the Mac market and FMSP seemed to have the most robust and customizeable solution. I was right. I'm only now, after over a year of playing with FMSP, starting to make fuller use of all its features. Rae
  5. OK. Thank you. I learn something new about FM every day! Rae
  6. This is of course assuming that starting from the first month, you will have a record for each consecutive month. Which isn't the case, unfortunately. I have some projects that aren't tied to the months. But the calculation you gave me was more than enough to start on. I need to tweak it a bit to get it working perfectly, but considering my utter lack of FM skills, I am thrilled with how far it has gotten me! Thanks again! Rae
  7. Looks like this is going to work exactly as I needed it to. Thank you so, so much! Rae
  8. I just call the project a month and do all my transactions for that month as being tied to that project. The only date fields are that I can input a start and end date to the project: Â Â I think I understand what you're saying with the calculation you provide. I will play around with it. Thank you! Â Rae
  9. I'm using the FM Starting Point database under FM 13 Advanced for Mac. Â As a freelancer, I track my monthly earnings very closely to ensure that I meet a target income goal for the month. I've been using a very lightweight app called 'Savings Jar' that lets me set a monthly target, enter earnings daily, and then displays how much I need to save per day to stay on track for this goal. Â It's working well, but is redundant and I can't do anything else with this data that I am tracking anyway in FM Starting Point. Â In FM Starting Point, I create a 'project' that is the current earning month. I then link all my invoices for the month to that project and I am able to get a running tally of my income for that month. I added an extra field in the project invoices tab to calculate where I am to my goal in relation to the income earned. Â What I'm missing is the the calculation based on today's date of how much I need to earn per day to stay on target. Â So if it's February 24th, I have four days left to earn the balance of my monthly goal, ie. monthly goal balance/4. The next day, I need that calculation to automatically update to monthly goal balance/3, then monthly goal balance/2, and so on. Is there a way to do this in Filemaker? I'm a basic user, but am able to muddle my way around so if this is doable, I'd need at least a hint of how to go about it. Â I'm attaching an image that will hopefully make my question clearer. Â Â Thank you, Â Rae
  10. For my business model, a project is a month. I am currently only using projects to track income earned (linked to invoices). Before I expand that to also track expenses and time worked, I need to understand where FMSP is seeing costs being incurred. Â For most months, I'm seeing some data I don't understand in the summary tab for projects where you get gross profits. For some reason, there are costs listed, which take away from the gross profits. I cannot figure out where that cost data comes from. Â Any insight would be appreciated. Thanks, Â Rae Â
×

Important Information

By using this site, you agree to our Terms of Use.