Jump to content
View in the app

A better way to browse. Learn more.

FMForums.com

A full-screen app on your home screen with push notifications, badges and more.

To install this app on iOS and iPadOS
  1. Tap the Share icon in Safari
  2. Scroll the menu and tap Add to Home Screen.
  3. Tap Add in the top-right corner.
To install this app on Android
  1. Tap the 3-dot menu (⋮) in the top-right corner of the browser.
  2. Tap Add to Home screen or Install app.
  3. Confirm by tapping Install.

Printing a General Ledger

Featured Replies

It's me again folks, hoping I get some advice before I dive into the next section of my database here.

My client wan't to be able to print out a report of his expenses and invoices to take to his accountant.

I have an invoice table and a expenses table. I know I preform a find function, but I was hoping I can get this to generate a form of some sort where he puts in the beginning date and an end date, and the search pulls records from BOTH databases, sorts them by data (both records togethor) then finally does a tally at the end.

Where would I start?:

One option is to import from both tables into a third table.

  • Author

Mind letting me in on the process? This would have to be dynamic as this is something he'd want to do once or twice a month at least.

How do you have FM import data from itself then?

  • Author

I've investigated some results on things like "Finds across multiple tables", "Reports from mulitple tables", and the vast majority of results come from very sophisticated developers using vast scrips and cryptic field names.

My Goal:

To have a seperate layout where my cleint can go, put in a beginning date and end date....either hit a search button or have the system dynamically show the search results (in a portal?) and have the system automatically do a sum calculation.

If the results from the invoice and expense table have to be shown seperatly, so be it, as long as I can do a calculation on the results.

Thinking a layout with two portals(one from invoice the other from expense) that (and I don't know how to do this) are "filtered" by the input date range.

He then prints the page, takes it to his accountant...

Create an account or sign in to comment

Important Information

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

Configure browser push notifications

Chrome (Android)
  1. Tap the lock icon next to the address bar.
  2. Tap Permissions → Notifications.
  3. Adjust your preference.
Chrome (Desktop)
  1. Click the padlock icon in the address bar.
  2. Select Site settings.
  3. Find Notifications and adjust your preference.