Dick Levon

bd, thanks. I am definitely in way over my head, but that's how I prefer to learn. I'll be chewin' on this one for a while. Your expertise is greatly appreciated! Dick Levon

bd, I created the fields and relationship and the result is the total of all clients and balance due from the first of the year to the present. I want to show the balance forward for each separate client for each month. Did I miss something? thanks any help is greatly appreciated Dick Levon

bd, like my son says, "excellent!" thanks, have a good one. [This message has been edited by Dick Levon (edited February 12, 2001).]

thanks bd. Ill work with that. Another problem is that when I create the field LastMonthIndex (calculation, text, indexed) = Case(Month(Dates) = 1, (Year(Dates) - 1) & "1", Year(Dates) & (Month(Dates) - 1) I get a message that I have more of ( than ). I think I have is correct? thanks for your generous help. Dick Levon ps Im using a PC with Windows95. [This message has been edited by Dick Levon (edited February 11, 2001).] [This message has been edited by Dick Levon (edited February 11, 2001).]

bd Ive been working on the balance forward stuff. I appreciate the direction. Im not able to get the result I hoped for. Im following your directions exactly. In your last message to me you mentioned to create a field LastMonthTotal (calculation, number) = Sum(SelfByLastMonth::TransAmount) Is "TransAmount" a summary field? I have a Debit field, and Credit field, and Balance Due. Debit - Credit = Balance Due. Is "TransAmount" a summary of Balance Due? I think this might be the key, or not! Thanks for your valued expertise! Dick Levon

thanks db. Ill give it a try Its clear and appreciated. Dick Levon

thanks bd. I realize I was being very general. Im not sure how much detail to include in this. I consider myself a beginner at this. Ive been working with FM for 3 years. This is really the first time Ive ever tried to create something like this. Im using FMP 5 on a PC I have a relational data base called "private practice". It has 2 main files,"client records" and "transactions". Client ID# defines the relationship between files. Client records contain the demographics, diagnosis, treatment plan, insurance info.,etc. Each Client's info is a record. Transactions contains the money stuff, dates of service, type of service, debits, credits, etc. Each transaction entered is a record. The problem I have is: in creating monthly billing statements I can not conceptualize how to create a balance forward for each separate client from one month to the next, say Jan to Feb. without having to display all records from the previous month. I can sort all transaction records by client ID and dates of service, and I can display amount due in a GetSum field. Amount due is calculation of Summary fields (Debits - Credits)I think in order to get the amount due for Feb. I have to display all records from start date 1/1/2001 thru 2/28/2001, and for Mar. thru 3/30/2001. and so on. I dont want all these records showing up on each months statement. Should I be writing a script to do this? It seems to me thats the way to go. I can write scripts to find, sort, display, etc. records for seperate months. but each month does not have the balance forwarded from the previous month. thanks Dick Levon ps I did visit your website. thanks

How do I create a balance forward from one month to the next for billing statements? I have a private psychotherapy practice. I can create monthly statements for each of my clients. I can not seem to conceptualize how to create a way to bring amount due from previous month to current month. any help or direction is greatly appreciated. thanks